Meeder Advisory Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.27M | Buy |
65,820
+917
| +1% | +$73.5K | 0.27% | 54 |
|
|
2025
Q1 | $4.66M | Buy |
64,903
+3,387
| +6% | +$243K | 0.28% | 54 |
|
|
2024
Q4 | $4.32M | Buy |
61,516
+1,518
| +3% | +$107K | 0.27% | 55 |
|
|
2024
Q3 | $3.39M | Sell |
59,998
-3,943
| -6% | -$223K | 0.22% | 74 |
|
|
2024
Q2 | $3.8M | Buy |
63,941
+18,016
| +39% | +$1.07M | 0.27% | 61 |
|
|
2024
Q1 | $2.66M | Buy |
45,925
+2,434
| +6% | +$141K | 0.27% | 63 |
|
|
2023
Q4 | $2.14M | Buy |
43,491
+1,948
| +5% | +$95.9K | 0.25% | 69 |
|
|
2023
Q3 | $1.7M | Buy |
41,543
+454
| +1% | +$18.6K | 0.21% | 75 |
|
|
2023
Q2 | $1.75M | Sell |
41,089
-7,206
| -15% | -$308K | 0.19% | 96 |
|
|
2023
Q1 | $1.81M | Buy |
48,295
+428
| +0.9% | +$16K | 0.21% | 88 |
|
|
2022
Q4 | $1.98M | Buy |
+47,867
| New | +$1.98M | 0.25% | 74 |
|