Nisa Investment Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74M | Sell |
923,703
-64,379
| -7% | -$5.16M | 0.33% | 39 |
|
|
2025
Q1 | $70.9M | Buy |
988,082
+82,324
| +9% | +$5.91M | 0.35% | 39 |
|
|
2024
Q4 | $63.6M | Buy |
905,758
+44,147
| +5% | +$3.1M | 0.25% | 59 |
|
|
2024
Q3 | $48.7M | Sell |
861,611
-70,802
| -8% | -$4M | 0.29% | 68 |
|
|
2024
Q2 | $55.4M | Buy |
932,413
+11,324
| +1% | +$673K | 0.35% | 48 |
|
|
2024
Q1 | $53.4M | Sell |
921,089
-7,908
| -0.9% | -$458K | 0.35% | 55 |
|
|
2023
Q4 | $45.7M | Sell |
928,997
-32,551
| -3% | -$1.6M | 0.32% | 60 |
|
|
2023
Q3 | $39.3M | Buy |
961,548
+34,136
| +4% | +$1.39M | 0.3% | 65 |
|
|
2023
Q2 | $39.6M | Sell |
927,412
-31,921
| -3% | -$1.36M | 0.29% | 71 |
|
|
2023
Q1 | $35.9M | Sell |
959,333
-31,368
| -3% | -$1.17M | 0.28% | 79 |
|
|
2022
Q4 | $40.9M | Sell |
990,701
-29,899
| -3% | -$1.23M | 0.32% | 73 |
|
|
2022
Q3 | $41.2M | Buy |
1,020,600
+27,431
| +3% | +$1.11M | 0.35% | 57 |
|
|
2022
Q2 | $38.9M | Sell |
993,169
-49,299
| -5% | -$1.93M | 0.34% | 64 |
|
|
2022
Q1 | $50.5M | Buy |
1,042,468
+47,465
| +5% | +$2.3M | 0.36% | 60 |
|
|
2021
Q4 | $53.5M | Sell |
995,003
-217,271
| -18% | -$11.7M | 0.4% | 53 |
|
|
2021
Q3 | $56.3K | Buy |
1,212,274
+63,543
| +6% | +$2.95K | 0.34% | 59 |
|
|
2021
Q2 | $52K | Sell |
1,148,731
-27,402
| -2% | -$1.24K | 0.32% | 65 |
|
|
2021
Q1 | $46K | Sell |
1,176,133
-18,394
| -2% | -$719 | 0.29% | 69 |
|
|
2020
Q4 | $36.1M | Sell |
1,194,527
-52,655
| -4% | -$1.59M | 0.23% | 98 |
|
|
2020
Q3 | $29.3M | Sell |
1,247,182
-54,294
| -4% | -$1.28M | 0.24% | 98 |
|
|
2020
Q2 | $33.3M | Sell |
1,301,476
-94,894
| -7% | -$2.43M | 0.31% | 70 |
|
|
2020
Q1 | $40.1M | Sell |
1,396,370
-49,815
| -3% | -$1.43M | 0.45% | 47 |
|
|
2019
Q4 | $77.8M | Sell |
1,446,185
-74,368
| -5% | -$4M | 0.67% | 29 |
|
|
2019
Q3 | $76.7M | Buy |
1,520,553
+76,936
| +5% | +$3.88M | 0.68% | 27 |
|
|
2019
Q2 | $68.3M | Sell |
1,443,617
-2,229
| -0.2% | -$105K | 0.65% | 30 |
|
|
2019
Q1 | $69.9M | Sell |
1,445,846
-72,120
| -5% | -$3.48M | 0.68% | 27 |
|
|
2018
Q4 | $69.9M | Sell |
1,517,966
-96,857
| -6% | -$4.46M | 0.78% | 23 |
|
|
2018
Q3 | $84.9M | Buy |
1,614,823
+64,987
| +4% | +$3.42M | 0.77% | 21 |
|
|
2018
Q2 | $85.9M | Sell |
1,549,836
-9,567
| -0.6% | -$530K | 0.88% | 19 |
|
|
2018
Q1 | $83.8M | Sell |
1,559,403
-8,181
| -0.5% | -$439K | 0.87% | 17 |
|
|
2017
Q4 | $95.1M | Buy |
1,567,584
+210
| +0% | +$12.7K | 0.98% | 13 |
|
|
2017
Q3 | $86.4M | Sell |
1,567,374
-83,083
| -5% | -$4.58M | 0.97% | 15 |
|
|
2017
Q2 | $90M | Sell |
1,650,457
-37,347
| -2% | -$2.04M | 1.06% | 11 |
|
|
2017
Q1 | $93.9M | Sell |
1,687,804
-25,876
| -2% | -$1.44M | 1.12% | 7 |
|
|
2016
Q4 | $94.4M | Sell |
1,713,680
-27,736
| -2% | -$1.53M | 1.15% | 9 |
|
|
2016
Q3 | $77.1M | Buy |
1,741,416
+60,271
| +4% | +$2.67M | 1% | 12 |
|
|
2016
Q2 | $79.6M | Buy |
1,681,145
+72,142
| +4% | +$3.41M | 1.07% | 9 |
|
|
2016
Q1 | $77.8M | Buy |
1,609,003
+23,310
| +1% | +$1.13M | 1.12% | 8 |
|
|
2015
Q4 | $86.2M | Sell |
1,585,693
-17,300
| -1% | -$940K | 1.23% | 7 |
|
|
2015
Q3 | $82.6M | Sell |
1,602,993
-35,294
| -2% | -$1.82M | 1.26% | 7 |
|
|
2015
Q2 | $92.1M | Sell |
1,638,287
-19,267
| -1% | -$1.08M | 1.31% | 4 |
|
|
2015
Q1 | $90.2M | Sell |
1,657,554
-54,600
| -3% | -$2.97M | 1.24% | 7 |
|
|
2014
Q4 | $93.9M | Sell |
1,712,154
-38,045
| -2% | -$2.09M | 1.29% | 6 |
|
|
2014
Q3 | $90.8M | Sell |
1,750,199
-9,700
| -0.6% | -$503K | 1.27% | 8 |
|
|
2014
Q2 | $92.5M | Sell |
1,759,899
-15,331
| -0.9% | -$806K | 1.28% | 9 |
|
|
2014
Q1 | $88.3M | Sell |
1,775,230
-13,200
| -0.7% | -$657K | 1.25% | 9 |
|
|
2013
Q4 | $81.2M | Sell |
1,788,430
-44,143
| -2% | -$2M | 1.16% | 12 |
|
|
2013
Q3 | $75.7M | Sell |
1,832,573
-38,686
| -2% | -$1.6M | 1.16% | 11 |
|
|
2013
Q2 | $77.2M | Buy |
+1,871,259
| New | +$77.2M | 1.2% | 12 |
|