MML Investors 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 | $43.8M | Buy |
547,212
+29,435
| +6% | +$2.36M | 0.13% | 167 |
|
|
2025
Q1 | $37.2M | Buy |
517,777
+69,553
| +16% | +$4.99M | 0.12% | 176 |
|
|
2024
Q4 | $31.5M | Buy |
448,224
+44,909
| +11% | +$3.15M | 0.11% | 194 |
|
|
2024
Q3 | $22.8M | Sell |
403,315
-14,946
| -4% | -$844K | 0.08% | 241 |
|
|
2024
Q2 | $24.8M | Sell |
418,261
-25,657
| -6% | -$1.52M | 0.1% | 209 |
|
|
2024
Q1 | $25.7M | Buy |
443,918
+37,302
| +9% | +$2.16M | 0.11% | 207 |
|
|
2023
Q4 | $20M | Buy |
406,616
+72,651
| +22% | +$3.58M | 0.09% | 230 |
|
|
2023
Q3 | $13.6M | Buy |
333,965
+4,921
| +1% | +$201K | 0.08% | 259 |
|
|
2023
Q2 | $14M | Buy |
329,044
+72,829
| +28% | +$3.11M | 0.08% | 258 |
|
|
2023
Q1 | $9.58M | Sell |
256,215
-8,116
| -3% | -$303K | 0.07% | 294 |
|
|
2022
Q4 | $10.9M | Buy |
264,331
+21,207
| +9% | +$876K | 0.07% | 283 |
|
|
2022
Q3 | $9.78M | Buy |
243,124
+20,529
| +9% | +$826K | 0.07% | 261 |
|
|
2022
Q2 | $8.72M | Buy |
222,595
+31,371
| +16% | +$1.23M | 0.07% | 285 |
|
|
2022
Q1 | $9.27M | Buy |
191,224
+5,750
| +3% | +$279K | 0.07% | 293 |
|
|
2021
Q4 | $8.9M | Buy |
185,474
+27,862
| +18% | +$1.34M | 0.06% | 297 |
|
|
2021
Q3 | $7.32M | Buy |
157,612
+14,904
| +10% | +$692K | 0.06% | 320 |
|
|
2021
Q2 | $6.46M | Sell |
142,708
-51,607
| -27% | -$2.34M | 0.05% | 338 |
|
|
2021
Q1 | $7.59M | Buy |
194,315
+13,073
| +7% | +$511K | 0.07% | 273 |
|
|
2020
Q4 | $5.47M | Buy |
181,242
+2,241
| +1% | +$67.6K | 0.06% | 300 |
|
|
2020
Q3 | $4.21M | Sell |
179,001
-6,345
| -3% | -$149K | 0.05% | 305 |
|
|
2020
Q2 | $4.75M | Sell |
185,346
-74,104
| -29% | -$1.9M | 0.06% | 277 |
|
|
2020
Q1 | $7.45M | Buy |
259,450
+26,557
| +11% | +$762K | 0.13% | 183 |
|
|
2019
Q4 | $12.5M | Buy |
232,893
+37,968
| +19% | +$2.04M | 0.18% | 146 |
|
|
2019
Q3 | $9.83M | Sell |
194,925
-16,730
| -8% | -$844K | 0.16% | 151 |
|
|
2019
Q2 | $10M | Buy |
211,655
+29,154
| +16% | +$1.38M | 0.14% | 171 |
|
|
2019
Q1 | $8.82M | Buy |
182,501
+15,654
| +9% | +$756K | 0.14% | 174 |
|
|
2018
Q4 | $7.69M | Buy |
166,847
+9,317
| +6% | +$429K | 0.14% | 179 |
|
|
2018
Q3 | $8.28M | Buy |
157,530
+51,303
| +48% | +$2.7M | 0.14% | 171 |
|
|
2018
Q2 | $5.89M | Buy |
106,227
+5,474
| +5% | +$303K | 0.13% | 174 |
|
|
2018
Q1 | $5.28M | Sell |
100,753
-8,738
| -8% | -$458K | 0.11% | 185 |
|
|
2017
Q4 | $6.64M | Buy |
109,491
+9,996
| +10% | +$606K | 0.13% | 160 |
|
|
2017
Q3 | $5.49M | Buy |
99,495
+2,412
| +2% | +$133K | 0.11% | 165 |
|
|
2017
Q2 | $5.38M | Buy |
97,083
+7,049
| +8% | +$391K | 0.1% | 170 |
|
|
2017
Q1 | $5.01M | Buy |
+90,034
| New | +$5.01M | 0.1% | 82 |
|