Northwestern Mutual Wealth 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 | $16.3M | Buy |
202,834
+3,800
| +2% | +$304K | 0.01% | 418 |
|
|
2025
Q1 | $14.3M | Sell |
199,034
-1,039
| -0.5% | -$74.6K | 0.01% | 406 |
|
|
2024
Q4 | $14.1M | Buy |
200,073
+2,122
| +1% | +$149K | 0.01% | 395 |
|
|
2024
Q3 | $11.2M | Buy |
197,951
+5,063
| +3% | +$286K | 0.01% | 428 |
|
|
2024
Q2 | $11.5M | Sell |
192,888
-10,498
| -5% | -$623K | 0.01% | 394 |
|
|
2024
Q1 | $11.8M | Sell |
203,386
-5,585
| -3% | -$324K | 0.01% | 389 |
|
|
2023
Q4 | $10.3M | Buy |
208,971
+8,702
| +4% | +$428K | 0.01% | 396 |
|
|
2023
Q3 | $8.18M | Sell |
200,269
-31,139
| -13% | -$1.27M | 0.01% | 400 |
|
|
2023
Q2 | $9.88M | Buy |
231,408
+15,940
| +7% | +$680K | 0.01% | 367 |
|
|
2023
Q1 | $8.05M | Sell |
215,468
-4,933
| -2% | -$184K | 0.01% | 387 |
|
|
2022
Q4 | $9.1M | Buy |
220,401
+4,674
| +2% | +$193K | 0.01% | 348 |
|
|
2022
Q3 | $8.68M | Sell |
215,727
-100,147
| -32% | -$4.03M | 0.02% | 319 |
|
|
2022
Q2 | $12.4M | Buy |
315,874
+11,949
| +4% | +$468K | 0.02% | 267 |
|
|
2022
Q1 | $14.7M | Buy |
303,925
+40,036
| +15% | +$1.94M | 0.02% | 255 |
|
|
2021
Q4 | $12.7M | Buy |
263,889
+13,827
| +6% | +$663K | 0.02% | 255 |
|
|
2021
Q3 | $11.6M | Buy |
250,062
+25,606
| +11% | +$1.19M | 0.02% | 253 |
|
|
2021
Q2 | $10.2M | Buy |
224,456
+8,929
| +4% | +$404K | 0.02% | 257 |
|
|
2021
Q1 | $8.42M | Buy |
215,527
+48,551
| +29% | +$1.9M | 0.02% | 262 |
|
|
2020
Q4 | $5.04M | Sell |
166,976
-32,297
| -16% | -$975K | 0.01% | 321 |
|
|
2020
Q3 | $4.69M | Sell |
199,273
-21,641
| -10% | -$509K | 0.01% | 307 |
|
|
2020
Q2 | $5.66M | Buy |
220,914
+17,963
| +9% | +$460K | 0.02% | 259 |
|
|
2020
Q1 | $5.82M | Buy |
202,951
+22,637
| +13% | +$650K | 0.02% | 235 |
|
|
2019
Q4 | $9.7M | Sell |
180,314
-3,703
| -2% | -$199K | 0.03% | 190 |
|
|
2019
Q3 | $9.28M | Sell |
184,017
-441
| -0.2% | -$22.2K | 0.04% | 193 |
|
|
2019
Q2 | $8.73M | Sell |
184,458
-4,913
| -3% | -$232K | 0.04% | 194 |
|
|
2019
Q1 | $9.15M | Sell |
189,371
-10,179
| -5% | -$492K | 0.04% | 186 |
|
|
2018
Q4 | $9.2M | Sell |
199,550
-11,042
| -5% | -$509K | 0.05% | 173 |
|
|
2018
Q3 | $11.1M | Sell |
210,592
-2,345
| -1% | -$123K | 0.06% | 161 |
|
|
2018
Q2 | $11.8M | Sell |
212,937
-495
| -0.2% | -$27.4K | 0.07% | 142 |
|
|
2018
Q1 | $11.2M | Sell |
213,432
-153,176
| -42% | -$8.03M | 0.07% | 146 |
|
|
2017
Q4 | $22.2M | Sell |
366,608
-139,004
| -27% | -$8.43M | 0.14% | 80 |
|
|
2017
Q3 | $27.9M | Buy |
505,612
+19,034
| +4% | +$1.05M | 0.2% | 62 |
|
|
2017
Q2 | $27M | Buy |
486,578
+32,373
| +7% | +$1.79M | 0.22% | 61 |
|
|
2017
Q1 | $25.3M | Sell |
454,205
-8,864
| -2% | -$493K | 0.23% | 61 |
|
|
2016
Q4 | $25.5M | Buy |
463,069
+191,892
| +71% | +$10.6M | 0.28% | 56 |
|
|
2016
Q3 | $12M | Sell |
271,177
-265,483
| -49% | -$11.8M | 0.79% | 20 |
|
|
2016
Q2 | $25.4M | Buy |
536,660
+73,670
| +16% | +$3.49M | 0.36% | 49 |
|
|
2016
Q1 | $22.4M | Buy |
462,990
+86,877
| +23% | +$4.2M | 0.36% | 52 |
|
|
2015
Q4 | $20.4M | Buy |
376,113
+235,596
| +168% | +$12.8M | 0.41% | 52 |
|
|
2015
Q3 | $17.6M | Sell |
140,517
-81,537
| -37% | -$10.2M | 0.42% | 48 |
|
|
2015
Q2 | $12.5M | Buy |
222,054
+10,401
| +5% | +$585K | 0.32% | 58 |
|
|
2015
Q1 | $11.5M | Buy |
211,653
+7,167
| +4% | +$390K | 0.32% | 61 |
|
|
2014
Q4 | $11.2M | Buy |
204,486
+58,945
| +41% | +$3.23M | 0.35% | 59 |
|
|
2014
Q3 | $7.55M | Buy |
145,541
+6,164
| +4% | +$320K | 0.26% | 80 |
|
|
2014
Q2 | $7.33M | Sell |
139,377
-1,491
| -1% | -$78.4K | 0.29% | 76 |
|
|
2014
Q1 | $7.01M | Buy |
140,868
+879
| +0.6% | +$43.7K | 0.29% | 73 |
|
|
2013
Q4 | $6.36M | Buy |
139,989
+10,916
| +8% | +$496K | 0.29% | 76 |
|
|
2013
Q3 | $5.33M | Sell |
129,073
-22,601
| -15% | -$934K | 0.28% | 79 |
|
|
2013
Q2 | $6.26M | Buy |
+151,674
| New | +$6.26M | 0.37% | 66 |
|