Morningstar Investment Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.07M | Sell |
|
|||||
|
2024
Q4 | $12.4M | Sell |
|
|||||
|
2024
Q3 | $103M | Sell |
|
|||||
|
2024
Q2 | $106M | Sell |
|
|||||
|
2024
Q1 | $107M | Sell |
|
|||||
|
2023
Q4 | $190M | Buy |
|
|||||
|
2023
Q3 | $77M | Buy |
|
|||||
|
2023
Q2 | $77.9M | Sell |
|
|||||
|
2023
Q1 | $70.1M | Buy |
|
|||||
|
2022
Q4 | $75.8M | Sell |
|
|||||
|
2022
Q3 | $82.5M | Buy |
|
|||||
|
2022
Q2 | $70.8M | Buy |
|
|||||
|
2022
Q1 | $86.8M | Buy |
|
|||||
|
2021
Q4 | $80.5M | Sell |
|
|||||
|
2021
Q3 | $79.4M | Sell |
|
|||||
|
2021
Q2 | $79.9M | Sell |
|
|||||
|
2021
Q1 | $75.5M | Sell |
|
|||||
|
2020
Q4 | $58.3M | Sell |
|
|||||
|
2020
Q3 | $46.8M | Sell |
|
|||||
|
2020
Q2 | $55.4M | Buy |
|
|||||
|
2020
Q1 | $63.6M | Buy |
|
|||||
|
2019
Q4 | $104M | Sell |
|
|||||
|
2019
Q3 | $98.5M | Sell |
|
|||||
|
2019
Q2 | $99.1M | Buy |
|
|||||
|
2019
Q1 | $92.6M | Buy |
|
|||||
|
2018
Q4 | $82.8M | Sell |
|
|||||
|
2018
Q3 | $99.6M | Sell |
|
|||||
|
2018
Q2 | $111M | Buy |
|
|||||
|
2018
Q1 | $103M | Sell |
|
|||||
|
2017
Q4 | $125M | Sell |
|
|||||
|
2017
Q3 | $114M | Buy |
|
|||||
|
2017
Q2 | $113M | Buy |
|
|||||
|
2017
Q1 | $93.3M | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $67.1M | Buy |
|
|||||
|
2016
Q2 | $63.1M | Buy |
|
|||||
|
2016
Q1 | $41.7M | Buy |
|
|||||
|
2015
Q4 | $37.2M | Buy |
|
|||||
|
2015
Q3 | $32M | Buy |
|
|||||
|
2015
Q2 | $33.1M | Buy |
|
|||||
|
2015
Q1 | $28.6M | Buy |
|
|||||
|
2014
Q4 | $25.7M | Buy |
|
|||||
|
2014
Q3 | $24.3M | Buy |
|
|||||
|
2014
Q2 | $24.1M | Buy |
|
|||||
|
2014
Q1 | $21.3M | Buy |
|
|||||
|
2013
Q4 | $17M | Buy |
|
|||||
|
2013
Q3 | $14.4M | Buy |
|
|||||
|
2013
Q2 | $13.1M | Buy |
|