Mutual 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 | $1.93M | Buy |
22,940
+316
| +1% | +$26.6K | 0.05% | 325 |
|
|
2025
Q1 | $1.58M | Sell |
22,624
-1,574
| -7% | -$110K | 0.05% | 340 |
|
|
2024
Q4 | $1.84M | Buy |
24,198
+5,217
| +27% | +$396K | 0.05% | 301 |
|
|
2024
Q3 | $1.24M | Sell |
18,981
-1,323
| -7% | -$86.6K | 0.04% | 413 |
|
|
2024
Q2 | $1.21M | Sell |
20,304
-127
| -0.6% | -$7.57K | 0.04% | 425 |
|
|
2024
Q1 | $1.18M | Buy |
20,431
+3,594
| +21% | +$208K | 0.04% | 429 |
|
|
2023
Q4 | $829K | Sell |
16,837
-592
| -3% | -$29.1K | 0.03% | 508 |
|
|
2023
Q3 | $712K | Sell |
17,429
-2,818
| -14% | -$115K | 0.03% | 511 |
|
|
2023
Q2 | $864K | Buy |
20,247
+383
| +2% | +$16.3K | 0.03% | 474 |
|
|
2023
Q1 | $742K | Sell |
19,864
-6,654
| -25% | -$249K | 0.03% | 511 |
|
|
2022
Q4 | $1.09M | Sell |
26,518
-6,318
| -19% | -$261K | 0.05% | 387 |
|
|
2022
Q3 | $1.32M | Buy |
32,836
+11,464
| +54% | +$461K | 0.07% | 302 |
|
|
2022
Q2 | $837K | Buy |
21,372
+4,613
| +28% | +$181K | 0.06% | 389 |
|
|
2022
Q1 | $812K | Sell |
16,759
-1,781
| -10% | -$86.3K | 0.05% | 438 |
|
|
2021
Q4 | $890K | Sell |
18,540
-758
| -4% | -$36.4K | 0.05% | 418 |
|
|
2021
Q3 | $896K | Sell |
19,298
-1,138
| -6% | -$52.8K | 0.05% | 385 |
|
|
2021
Q2 | $926K | Sell |
20,436
-2,409
| -11% | -$109K | 0.05% | 371 |
|
|
2021
Q1 | $893K | Buy |
22,845
+4,263
| +23% | +$167K | 0.06% | 342 |
|
|
2020
Q4 | $561K | Sell |
18,582
-4,678
| -20% | -$141K | 0.04% | 437 |
|
|
2020
Q3 | $547K | Sell |
23,260
-9,025
| -28% | -$212K | 0.05% | 407 |
|
|
2020
Q2 | $826K | Buy |
32,285
+6,774
| +27% | +$173K | 0.08% | 260 |
|
|
2020
Q1 | $732K | Buy |
25,511
+570
| +2% | +$16.4K | 0.1% | 218 |
|
|
2019
Q4 | $1.34M | Buy |
24,941
+3,436
| +16% | +$185K | 0.14% | 176 |
|
|
2019
Q3 | $1.09M | Sell |
21,505
-1,223
| -5% | -$61.7K | 0.14% | 174 |
|
|
2019
Q2 | $1.08M | Buy |
22,728
+3,129
| +16% | +$148K | 0.14% | 187 |
|
|
2019
Q1 | $947K | Buy |
19,599
+712
| +4% | +$34.4K | 0.14% | 181 |
|
|
2018
Q4 | $870K | Sell |
18,887
-313
| -2% | -$14.4K | 0.17% | 150 |
|
|
2018
Q3 | $1.01M | Sell |
19,200
-143
| -0.7% | -$7.52K | 0.15% | 163 |
|
|
2018
Q2 | $1.07M | Sell |
19,343
-299
| -2% | -$16.6K | 0.24% | 127 |
|
|
2018
Q1 | $1.03M | Sell |
19,642
-434
| -2% | -$22.7K | 0.26% | 124 |
|
|
2017
Q4 | $1.22M | Buy |
+20,076
| New | +$1.22M | 0.46% | 66 |
|