Nicolet Advisory Services’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 | $2.65M | Buy |
34,118
+179
| +0.5% | +$13.9K | 0.23% | 56 |
|
|
2025
Q1 | $2.14M | Buy |
33,939
+840
| +3% | +$53K | 0.21% | 58 |
|
|
2024
Q4 | $2.32M | Buy |
33,099
+627
| +2% | +$43.9K | 0.21% | 58 |
|
|
2024
Q3 | $1.79M | Buy |
32,472
+1,460
| +5% | +$80.3K | 0.17% | 67 |
|
|
2024
Q2 | $1.85M | Buy |
31,012
+2,151
| +7% | +$128K | 0.18% | 66 |
|
|
2024
Q1 | $1.66M | Buy |
28,861
+1,879
| +7% | +$108K | 0.17% | 70 |
|
|
2023
Q4 | $1.35M | Sell |
26,982
-72,658
| -73% | -$3.63M | 0.14% | 75 |
|
|
2023
Q3 | $3.88M | Buy |
99,640
+86,841
| +678% | +$3.38M | 0.43% | 41 |
|
|
2023
Q2 | $549K | Buy |
12,799
+940
| +8% | +$40.3K | 0.06% | 145 |
|
|
2023
Q1 | $449K | Buy |
11,859
+262
| +2% | +$9.93K | 0.05% | 155 |
|
|
2022
Q4 | $496K | Buy |
11,597
+838
| +8% | +$35.8K | 0.07% | 126 |
|
|
2022
Q3 | $446K | Buy |
10,759
+422
| +4% | +$17.5K | 0.07% | 107 |
|
|
2022
Q2 | $415K | Sell |
10,337
-39
| -0.4% | -$1.57K | 0.06% | 119 |
|
|
2022
Q1 | $506K | Sell |
10,376
-173
| -2% | -$8.44K | 0.07% | 110 |
|
|
2021
Q4 | $506K | Buy |
10,549
+1
| +0% | +$48 | 0.06% | 107 |
|
|
2021
Q3 | $490K | Sell |
10,548
-256
| -2% | -$11.9K | 0.06% | 115 |
|
|
2021
Q2 | $489K | Hold |
10,804
| – | – | 0.06% | 111 |
|
|
2021
Q1 | $422K | Sell |
10,804
-12
| -0.1% | -$469 | 0.06% | 116 |
|
|
2020
Q4 | $326K | Sell |
10,816
-2,795
| -21% | -$84.2K | 0.05% | 131 |
|
|
2020
Q3 | $320K | Sell |
13,611
-18,694
| -58% | -$440K | 0.05% | 122 |
|
|
2020
Q2 | $827K | Sell |
32,305
-6,013
| -16% | -$154K | 0.13% | 80 |
|
|
2020
Q1 | $1.1M | Buy |
38,318
+19,185
| +100% | +$551K | 0.19% | 69 |
|
|
2019
Q4 | $1.03M | Buy |
19,133
+125
| +0.7% | +$6.72K | 0.16% | 62 |
|
|
2019
Q3 | $959K | Sell |
19,008
-332
| -2% | -$16.8K | 0.15% | 63 |
|
|
2019
Q2 | $915K | Sell |
19,340
-184
| -0.9% | -$8.71K | 0.14% | 55 |
|
|
2019
Q1 | $943K | Buy |
+19,524
| New | +$943K | 0.16% | 54 |
|