New York Life Investment 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 | $35.5M | Buy |
442,788
+2,762
| +0.6% | +$221K | 0.33% | 58 |
|
|
2025
Q1 | $31.6M | Sell |
440,026
-7,106
| -2% | -$510K | 0.32% | 57 |
|
|
2024
Q4 | $31.4M | Sell |
447,132
-8,405
| -2% | -$590K | 0.31% | 55 |
|
|
2024
Q3 | $25.7M | Sell |
455,537
-25,861
| -5% | -$1.46M | 0.25% | 75 |
|
|
2024
Q2 | $28.6M | Sell |
481,398
-12,714
| -3% | -$755K | 0.29% | 63 |
|
|
2024
Q1 | $28.6M | Sell |
494,112
-23,080
| -4% | -$1.34M | 0.29% | 63 |
|
|
2023
Q4 | $25.5M | Sell |
517,192
-7,833
| -1% | -$386K | 0.26% | 71 |
|
|
2023
Q3 | $21.5M | Sell |
525,025
-9,438
| -2% | -$386K | 0.23% | 80 |
|
|
2023
Q2 | $22.8M | Sell |
534,463
-7,953
| -1% | -$339K | 0.24% | 79 |
|
|
2023
Q1 | $20.3M | Buy |
542,416
+1,434
| +0.3% | +$53.6K | 0.23% | 97 |
|
|
2022
Q4 | $22.3M | Buy |
540,982
+3,040
| +0.6% | +$126K | 0.26% | 85 |
|
|
2022
Q3 | $21.6M | Buy |
537,942
+1,760
| +0.3% | +$70.8K | 0.26% | 74 |
|
|
2022
Q2 | $21M | Buy |
+536,182
| New | +$21M | 0.24% | 85 |
|