Mercer Global Advisors’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 | $52.7M | Sell |
657,867
-3,057
| -0.5% | -$245K | 0.11% | 89 |
|
|
2025
Q1 | $47.4M | Buy |
660,924
+9,351
| +1% | +$671K | 0.11% | 107 |
|
|
2024
Q4 | $45.8M | Buy |
651,573
+23,989
| +4% | +$1.68M | 0.11% | 109 |
|
|
2024
Q3 | $34.9M | Buy |
627,584
+20,389
| +3% | +$1.13M | 0.08% | 141 |
|
|
2024
Q2 | $34.5M | Buy |
607,195
+86,777
| +17% | +$4.94M | 0.09% | 130 |
|
|
2024
Q1 | $30.6M | Buy |
520,418
+248,556
| +91% | +$14.6M | 0.09% | 150 |
|
|
2023
Q4 | $13.4M | Sell |
271,862
-5,124
| -2% | -$252K | 0.04% | 251 |
|
|
2023
Q3 | $11.3M | Buy |
276,986
+14,204
| +5% | +$580K | 0.04% | 245 |
|
|
2023
Q2 | $11.2M | Buy |
262,782
+45,068
| +21% | +$1.92M | 0.04% | 262 |
|
|
2023
Q1 | $8.14M | Sell |
217,714
-48,679
| -18% | -$1.82M | 0.04% | 311 |
|
|
2022
Q4 | $11M | Sell |
266,393
-1,700
| -0.6% | -$70.2K | 0.06% | 252 |
|
|
2022
Q3 | $10.8M | Buy |
268,093
+15,397
| +6% | +$619K | 0.06% | 215 |
|
|
2022
Q2 | $9.9M | Sell |
252,696
-5,178
| -2% | -$203K | 0.06% | 225 |
|
|
2022
Q1 | $12.5M | Buy |
257,874
+53,258
| +26% | +$2.58M | 0.07% | 195 |
|
|
2021
Q4 | $9.82M | Sell |
204,616
-53,276
| -21% | -$2.56M | 0.06% | 241 |
|
|
2021
Q3 | $12M | Buy |
257,892
+43,554
| +20% | +$2.02M | 0.08% | 191 |
|
|
2021
Q2 | $9.71M | Buy |
214,338
+6,775
| +3% | +$307K | 0.07% | 203 |
|
|
2021
Q1 | $8.11M | Buy |
207,563
+122,591
| +144% | +$4.79M | 0.07% | 212 |
|
|
2020
Q4 | $2.56M | Sell |
84,972
-4,889
| -5% | -$148K | 0.03% | 367 |
|
|
2020
Q3 | $2.11M | Sell |
89,861
-62,494
| -41% | -$1.47M | 0.03% | 369 |
|
|
2020
Q2 | $3.9M | Sell |
152,355
-7,752
| -5% | -$198K | 0.07% | 201 |
|
|
2020
Q1 | $4.6M | Buy |
160,107
+305
| +0.2% | +$8.75K | 0.1% | 176 |
|
|
2019
Q4 | $8.6M | Buy |
159,802
+7,587
| +5% | +$408K | 0.17% | 114 |
|
|
2019
Q3 | $7.68M | Buy |
152,215
+18,111
| +14% | +$913K | 0.18% | 112 |
|
|
2019
Q2 | $6.35M | Sell |
134,104
-568
| -0.4% | -$26.9K | 0.17% | 115 |
|
|
2019
Q1 | $6.51M | Buy |
+134,672
| New | +$6.51M | 0.23% | 79 |
|