Morgan Stanley’s Wells Fargo WFC Stock Holding History

Morgan Stanley’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.1B	Buy	51,114,896 +2,320,264	+5%	+$186M	0.27%	69
2025 Q1	$3.5B	Buy	48,794,632 +5,265,146	+12%	+$378M	0.25%	68
2024 Q4	$3.06B	Buy	43,529,486 +1,816,491	+4%	+$128M	0.21%	78
2024 Q3	$2.36B	Buy	41,712,995 +730,020	+2%	+$41.2M	0.17%	105
2024 Q2	$2.43B	Buy	40,982,975 +1,464,330	+4%	+$87M	0.19%	89
2024 Q1	$2.29B	Sell	39,518,645 -40,267,301	-50%	-$2.33B	0.18%	98
2023 Q4	$3.93B	Buy	79,785,946 +39,527,401	+98%	+$1.95B	0.17%	112
2023 Q3	$1.64B	Buy	40,258,545 +2,408,187	+6%	+$98.4M	0.17%	119
2023 Q2	$1.62B	Sell	37,850,358 -378,468	-1%	-$16.2M	0.16%	124
2023 Q1	$1.43B	Sell	38,228,826 -1,307,838	-3%	-$48.9M	0.15%	137
2022 Q4	$1.63B	Buy	39,536,664 +12,088,073	+44%	+$499M	0.19%	109
2022 Q3	$1.1B	Buy	27,448,591 +1,376,863	+5%	+$55.4M	0.15%	135
2022 Q2	$1.02B	Buy	26,071,728 +7,702,541	+42%	+$302M	0.13%	155
2022 Q1	$890M	Sell	18,369,187 -7,573,083	-29%	-$367M	0.12%	180
2021 Q4	$1.24B	Buy	25,942,270 +7,266,083	+39%	+$349M	0.15%	144
2021 Q3	$867M	Sell	18,676,187 -1,431,311	-7%	-$66.4M	0.12%	180
2021 Q2	$911M	Sell	20,107,498 -2,691,003	-12%	-$122M	0.12%	175
2021 Q1	$891M	Buy	22,798,501 +3,614,138	+19%	+$141M	0.13%	166
2020 Q4	$579M	Buy	19,184,363 +1,118,687	+6%	+$33.8M	0.09%	205
2020 Q3	$425M	Sell	18,065,676 -2,622,221	-13%	-$61.6M	0.08%	219
2020 Q2	$530M	Buy	20,687,897 +82,182	+0.4%	+$2.1M	0.12%	169
2020 Q1	$591M	Sell	20,605,715 -3,831,951	-16%	-$110M	0.16%	138
2019 Q4	$1.31B	Buy	24,437,666 +5,718,053	+31%	+$308M	0.31%	72
2019 Q3	$944M	Buy	18,719,613 +843,014	+5%	+$42.5M	0.25%	90
2019 Q2	$846M	Sell	17,876,599 -294,493	-2%	-$13.9M	0.23%	102
2019 Q1	$878M	Sell	18,171,092 -3,186,471	-15%	-$154M	0.25%	96
2018 Q4	$984M	Sell	21,357,563 -75,270	-0.4%	-$3.47M	0.29%	80
2018 Q3	$1.13B	Sell	21,432,833 -16,927,451	-44%	-$890M	0.28%	79
2018 Q2	$2.13B	Buy	38,360,284 +14,951,134	+64%	+$829M	0.57%	20
2018 Q1	$1.23B	Sell	23,409,150 -2,305,395	-9%	-$121M	0.34%	59
2017 Q4	$1.56B	Buy	25,714,545 +242,555	+1%	+$14.7M	0.43%	33
2017 Q3	$1.4B	Sell	25,471,990 -381,257	-1%	-$21M	0.42%	38
2017 Q2	$1.43B	Buy	25,853,247 +622,829	+2%	+$34.5M	0.43%	36
2017 Q1	$1.4B	Sell	25,230,418 -1,985,777	-7%	-$111M	0.43%	34
2016 Q4	$1.5B	Sell	27,216,195 -3,660,928	-12%	-$202M	0.49%	27
2016 Q3	$1.37B	Buy	30,877,123 +7,535,323	+32%	+$334M	0.47%	24
2016 Q2	$1.1B	Sell	23,341,800 -412,164	-2%	-$19.5M	0.4%	39
2016 Q1	$1.15B	Buy	23,753,964 +2,861,419	+14%	+$138M	0.44%	28
2015 Q4	$1.14B	Sell	20,892,545 -2,527,472	-11%	-$137M	0.41%	31
2015 Q3	$1.2B	Sell	23,420,017 -15,914,294	-40%	-$817M	0.44%	21
2015 Q2	$2.21B	Buy	39,334,311 +18,505,881	+89%	+$1.04B	0.77%	8
2015 Q1	$1.13B	Sell	20,828,430 -14,114,170	-40%	-$768M	0.42%	32
2014 Q4	$1.92B	Buy	34,942,600 +14,700,799	+73%	+$806M	0.7%	7
2014 Q3	$1.05B	Buy	20,241,801 +1,274,444	+7%	+$66.1M	0.4%	25
2014 Q2	$997M	Buy	18,967,357 +980,614	+5%	+$51.5M	0.39%	33
2014 Q1	$895M	Buy	17,986,743 +254,625	+1%	+$12.7M	0.37%	37
2013 Q4	$805M	Sell	17,732,118 -7,668,454	-30%	-$348M	0.34%	45
2013 Q3	$1.05B	Buy	25,400,572 +8,075,351	+47%	+$334M	0.5%	18
2013 Q2	$715M	Buy	+17,325,221	New	+$715M	0.36%	42