Moneta Group Investment 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 | $3.65M | Buy |
45,498
+15,624
| +52% | +$1.25M | 0.04% | 158 |
|
|
2025
Q1 | $2.14M | Buy |
29,874
+450
| +2% | +$32.3K | 0.03% | 203 |
|
|
2024
Q4 | $2.07M | Sell |
29,424
-2,289
| -7% | -$161K | 0.03% | 205 |
|
|
2024
Q3 | $1.79M | Buy |
31,713
+2,391
| +8% | +$135K | 0.03% | 208 |
|
|
2024
Q2 | $1.74M | Buy |
29,322
+2,843
| +11% | +$169K | 0.03% | 201 |
|
|
2024
Q1 | $1.53M | Buy |
26,479
+3,904
| +17% | +$226K | 0.03% | 217 |
|
|
2023
Q4 | $1.11M | Sell |
22,575
-720
| -3% | -$35.4K | 0.02% | 227 |
|
|
2023
Q3 | $952K | Sell |
23,295
-676
| -3% | -$27.6K | 0.02% | 227 |
|
|
2023
Q2 | $1.02M | Sell |
23,971
-2,415
| -9% | -$103K | 0.02% | 224 |
|
|
2023
Q1 | $986K | Buy |
26,386
+6,364
| +32% | +$238K | 0.02% | 212 |
|
|
2022
Q4 | $938K | Sell |
20,022
-291
| -1% | -$13.6K | 0.03% | 211 |
|
|
2022
Q3 | $817K | Sell |
20,313
-1,592
| -7% | -$64K | 0.03% | 206 |
|
|
2022
Q2 | $858K | Buy |
21,905
+1,620
| +8% | +$63.5K | 0.03% | 225 |
|
|
2022
Q1 | $983K | Sell |
20,285
-244
| -1% | -$11.8K | 0.04% | 209 |
|
|
2021
Q4 | $985K | Buy |
20,529
+2,106
| +11% | +$101K | 0.04% | 205 |
|
|
2021
Q3 | $855K | Sell |
18,423
-941
| -5% | -$43.7K | 0.04% | 211 |
|
|
2021
Q2 | $877K | Buy |
19,364
+142
| +0.7% | +$6.43K | 0.04% | 212 |
|
|
2021
Q1 | $751K | Buy |
19,222
+6,101
| +46% | +$238K | 0.04% | 206 |
|
|
2020
Q4 | $396K | Buy |
13,121
+105
| +0.8% | +$3.17K | 0.03% | 219 |
|
|
2020
Q3 | $306K | Sell |
13,016
-5,461
| -30% | -$128K | 0.03% | 218 |
|
|
2020
Q2 | $473K | Buy |
18,477
+742
| +4% | +$19K | 0.04% | 168 |
|
|
2020
Q1 | $509K | Sell |
17,735
-7,878
| -31% | -$226K | 0.05% | 148 |
|
|
2019
Q4 | $1.38M | Buy |
25,613
+395
| +2% | +$21.3K | 0.12% | 102 |
|
|
2019
Q3 | $1.27M | Sell |
25,218
-775
| -3% | -$39.1K | 0.12% | 106 |
|
|
2019
Q2 | $1.23M | Buy |
25,993
+16,928
| +187% | +$801K | 0.12% | 106 |
|
|
2019
Q1 | $438K | Sell |
9,065
-2,480
| -21% | -$120K | 0.05% | 151 |
|
|
2018
Q4 | $532K | Sell |
11,545
-2,953
| -20% | -$136K | 0.06% | 132 |
|
|
2018
Q3 | $762K | Sell |
14,498
-16,749
| -54% | -$880K | 0.08% | 117 |
|
|
2018
Q2 | $1.73M | Sell |
31,247
-21,260
| -40% | -$1.18M | 0.19% | 70 |
|
|
2018
Q1 | $1.29M | Buy |
52,507
+29,880
| +132% | +$734K | 0.17% | 64 |
|
|
2017
Q4 | $1.37M | Buy |
22,627
+372
| +2% | +$22.6K | 0.21% | 55 |
|
|
2017
Q3 | $1.23M | Buy |
22,255
+2,275
| +11% | +$125K | 0.19% | 58 |
|
|
2017
Q2 | $1.11M | Buy |
19,980
+5,030
| +34% | +$279K | 0.18% | 77 |
|
|
2017
Q1 | $832K | Sell |
14,950
-296
| -2% | -$16.5K | 0.16% | 61 |
|
|
2016
Q4 | $840K | Buy |
15,246
+1,834
| +14% | +$101K | 0.17% | 59 |
|
|
2016
Q3 | $594K | Sell |
13,412
-6,905
| -34% | -$306K | 0.13% | 69 |
|
|
2016
Q2 | $962K | Buy |
20,317
+3,145
| +18% | +$149K | 0.21% | 68 |
|
|
2016
Q1 | $830K | Buy |
17,172
+6,080
| +55% | +$294K | 0.18% | 72 |
|
|
2015
Q4 | $603K | Sell |
11,092
-1,365
| -11% | -$74.2K | 0.15% | 62 |
|
|
2015
Q3 | $640K | Sell |
12,457
-3,170
| -20% | -$163K | 0.18% | 60 |
|
|
2015
Q2 | $879K | Sell |
15,627
-852
| -5% | -$47.9K | 0.27% | 45 |
|
|
2015
Q1 | $896K | Sell |
16,479
-198
| -1% | -$10.8K | 0.38% | 41 |
|
|
2014
Q4 | $914K | Sell |
16,677
-1,231
| -7% | -$67.5K | 0.44% | 35 |
|
|
2014
Q3 | $929K | Buy |
17,908
+384
| +2% | +$19.9K | 0.48% | 34 |
|
|
2014
Q2 | $921K | Buy |
17,524
+384
| +2% | +$20.2K | 0.5% | 34 |
|
|
2014
Q1 | $853K | Sell |
17,140
-1,252
| -7% | -$62.3K | 0.5% | 32 |
|
|
2013
Q4 | $835K | Buy |
18,392
+1,177
| +7% | +$53.4K | 0.5% | 34 |
|
|
2013
Q3 | $711K | Buy |
17,215
+2,760
| +19% | +$114K | 0.47% | 39 |
|
|
2013
Q2 | $597K | Buy |
+14,455
| New | +$597K | 0.42% | 49 |
|