Modera Wealth Management’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 | $1.75M | Buy |
21,825
+715
| +3% | +$57.3K | 0.02% | 274 |
|
|
2025
Q1 | $1.52M | Buy |
21,110
+548
| +3% | +$39.3K | 0.02% | 274 |
|
|
2024
Q4 | $1.44M | Buy |
20,562
+2,548
| +14% | +$179K | 0.02% | 282 |
|
|
2024
Q3 | $1.02M | Buy |
18,014
+167
| +0.9% | +$9.43K | 0.01% | 307 |
|
|
2024
Q2 | $1.06M | Sell |
17,847
-6,390
| -26% | -$380K | 0.02% | 289 |
|
|
2024
Q1 | $1.4M | Buy |
24,237
+356
| +1% | +$20.6K | 0.02% | 261 |
|
|
2023
Q4 | $1.18M | Sell |
23,881
-465
| -2% | -$22.9K | 0.02% | 273 |
|
|
2023
Q3 | $995K | Sell |
24,346
-117
| -0.5% | -$4.78K | 0.02% | 282 |
|
|
2023
Q2 | $1.04M | Buy |
24,463
+14,595
| +148% | +$623K | 0.02% | 289 |
|
|
2023
Q1 | $369K | Sell |
9,868
-55
| -0.6% | -$2.06K | 0.01% | 254 |
|
|
2022
Q4 | $410K | Sell |
9,923
-573
| -5% | -$23.7K | 0.02% | 234 |
|
|
2022
Q3 | $422K | Sell |
10,496
-998
| -9% | -$40.1K | 0.02% | 203 |
|
|
2022
Q2 | $450K | Buy |
11,494
+339
| +3% | +$13.3K | 0.02% | 202 |
|
|
2022
Q1 | $541K | Sell |
11,155
-16,584
| -60% | -$804K | 0.02% | 199 |
|
|
2021
Q4 | $1.33M | Buy |
27,739
+21,642
| +355% | +$1.04M | 0.05% | 146 |
|
|
2021
Q3 | $283K | Buy |
6,097
+1,651
| +37% | +$76.6K | 0.01% | 220 |
|
|
2021
Q2 | $201K | Buy |
+4,446
| New | +$201K | 0.01% | 236 |
|
|
2016
Q2 | – | Sell |
-21,083
| Closed | -$1.02M | – | 119 |
|
|
2016
Q1 | $1.02M | Buy |
+21,083
| New | +$1.02M | 0.36% | 31 |
|