MAM
Meeder Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $162K | Sell |
2,022
-32,171
| -94% | -$2.58M | 0.01% | 254 |
|
|
2025
Q1 | $2.45M | Buy |
34,193
+33,299
| +3,725% | +$2.39M | 0.17% | 84 |
|
|
2024
Q4 | $62.8K | Sell |
894
-35
| -4% | -$2.46K | ﹤0.01% | 335 |
|
|
2024
Q3 | $52.5K | Buy |
929
+8
| +0.9% | +$452 | ﹤0.01% | 360 |
|
|
2024
Q2 | $54.7K | Sell |
921
-7,505
| -89% | -$446K | ﹤0.01% | 332 |
|
|
2024
Q1 | $488K | Buy |
8,426
+1,126
| +15% | +$65.3K | 0.03% | 209 |
|
|
2023
Q4 | $359K | Buy |
7,300
+1,923
| +36% | +$94.7K | 0.03% | 205 |
|
|
2023
Q3 | $220K | Sell |
5,377
-53
| -1% | -$2.17K | 0.02% | 264 |
|
|
2023
Q2 | $232K | Sell |
5,430
-1,295
| -19% | -$55.3K | 0.02% | 271 |
|
|
2023
Q1 | $251K | Sell |
6,725
-565
| -8% | -$21.1K | 0.02% | 263 |
|
|
2022
Q4 | $301K | Sell |
7,290
-47,688
| -87% | -$1.97M | 0.03% | 303 |
|
|
2022
Q3 | $2.21M | Buy |
54,978
+4,361
| +9% | +$175K | 0.13% | 140 |
|
|
2022
Q2 | $1.98M | Buy |
50,617
+4,403
| +10% | +$172K | 0.12% | 154 |
|
|
2022
Q1 | $2.24M | Sell |
46,214
-54,421
| -54% | -$2.64M | 0.11% | 149 |
|
|
2021
Q4 | $4.83M | Sell |
100,635
-24,408
| -20% | -$1.17M | 0.49% | 41 |
|
|
2021
Q3 | $5.8M | Buy |
125,043
+1,188
| +1% | +$55.1K | 0.3% | 79 |
|
|
2021
Q2 | $5.61M | Buy |
123,855
+20,391
| +20% | +$923K | 0.26% | 83 |
|
|
2021
Q1 | $4.04M | Buy |
103,464
+83,638
| +422% | +$3.27M | 0.21% | 104 |
|
|
2020
Q4 | $598K | Buy |
19,826
+3,729
| +23% | +$112K | 0.13% | 134 |
|
|
2020
Q3 | $378K | Sell |
16,097
-60,160
| -79% | -$1.41M | 0.02% | 442 |
|
|
2020
Q2 | $1.95M | Buy |
76,257
+57,319
| +303% | +$1.47M | 0.13% | 146 |
|
|
2020
Q1 | $544K | Sell |
18,938
-12,757
| -40% | -$366K | 0.04% | 320 |
|
|
2019
Q4 | $1.71M | Buy |
31,695
+5,995
| +23% | +$322K | 0.1% | 173 |
|
|
2019
Q3 | $1.3M | Buy |
25,700
+240
| +0.9% | +$12.1K | 0.09% | 198 |
|
|
2019
Q2 | $1.21M | Buy |
25,460
+12,034
| +90% | +$570K | 0.08% | 201 |
|
|
2019
Q1 | $649K | Sell |
13,426
-178,064
| -93% | -$8.61M | 0.05% | 334 |
|
|
2018
Q4 | $8.82M | Sell |
191,490
-58,157
| -23% | -$2.68M | 0.79% | 24 |
|
|
2018
Q3 | $13.1M | Buy |
249,647
+122,698
| +97% | +$6.45M | 0.98% | 17 |
|
|
2018
Q2 | $7.04M | Sell |
126,949
-23,569
| -16% | -$1.31M | 0.61% | 40 |
|
|
2018
Q1 | $7.89M | Buy |
150,518
+45,705
| +44% | +$2.4M | 0.73% | 20 |
|
|
2017
Q4 | $6.36M | Buy |
104,813
+10,088
| +11% | +$612K | 0.54% | 34 |
|
|
2017
Q3 | $5.22M | Buy |
94,725
+57,560
| +155% | +$3.17M | 0.57% | 40 |
|
|
2017
Q2 | $2.06M | Sell |
37,165
-30,823
| -45% | -$1.71M | 0.2% | 115 |
|
|
2017
Q1 | $3.79M | Sell |
67,988
-14,601
| -18% | -$813K | 0.34% | 76 |
|
|
2016
Q4 | $4.55M | Buy |
82,589
+21,210
| +35% | +$1.17M | 0.44% | 71 |
|
|
2016
Q3 | $2.72M | Sell |
61,379
-62,063
| -50% | -$2.75M | 0.23% | 86 |
|
|
2016
Q2 | $5.84M | Sell |
123,442
-49,392
| -29% | -$2.34M | 0.55% | 31 |
|
|
2016
Q1 | $8.36M | Sell |
172,834
-109,357
| -39% | -$5.29M | 0.79% | 22 |
|
|
2015
Q4 | $15.3M | Buy |
282,191
+138,056
| +96% | +$7.5M | 1.39% | 12 |
|
|
2015
Q3 | $7.4M | Buy |
144,135
+28,325
| +24% | +$1.45M | 0.72% | 22 |
|
|
2015
Q2 | $6.51M | Sell |
115,810
-70
| -0.1% | -$3.94K | 0.66% | 24 |
|
|
2015
Q1 | $6.31M | Sell |
115,880
-9,950
| -8% | -$541K | 0.68% | 26 |
|
|
2014
Q4 | $6.9M | Buy |
125,830
+415
| +0.3% | +$22.8K | 0.88% | 23 |
|
|
2014
Q3 | $6.51M | Sell |
125,415
-53,305
| -30% | -$2.76M | 0.95% | 29 |
|
|
2014
Q2 | $9.39M | Buy |
178,720
+9,675
| +6% | +$509K | 1.39% | 11 |
|
|
2014
Q1 | $8.41M | Buy |
+169,045
| New | +$8.41M | 1.38% | 16 |
|
|
2013
Q3 | – | Sell |
-49,800
| Closed | -$2.06M | – | 386 |
|
|
2013
Q2 | $2.06M | Buy |
+49,800
| New | +$2.06M | 0.41% | 72 |
|