Oppenheimer & Co’s Wells Fargo WFC Stock Holding History

Oppenheimer & Co’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.13M	Sell	64,056 -2,710	-4%	-$217K	0.07%	313
2025 Q1	$4.79M	Buy	66,766 +22,759	+52%	+$1.63M	0.07%	300
2024 Q4	$3.09M	Buy	44,007 +5,717	+15%	+$402K	0.05%	418
2024 Q3	$2.16M	Sell	38,290 -2,037	-5%	-$115K	0.03%	530
2024 Q2	$2.4M	Sell	40,327 -12,307	-23%	-$731K	0.04%	468
2024 Q1	$3.05M	Buy	52,634 +12,268	+30%	+$711K	0.05%	397
2023 Q4	$1.99M	Sell	40,366 -1,658	-4%	-$81.6K	0.04%	496
2023 Q3	$1.72M	Sell	42,024 -4,191	-9%	-$171K	0.04%	509
2023 Q2	$1.97M	Sell	46,215 -3,007	-6%	-$128K	0.04%	477
2023 Q1	$1.84M	Sell	49,222 -18,041	-27%	-$674K	0.04%	469
2022 Q4	$2.78M	Sell	67,263 -250,565	-79%	-$10.3M	0.06%	347
2022 Q3	$12.8M	Sell	317,828 -7,357	-2%	-$296K	0.3%	64
2022 Q2	$12.7M	Sell	325,185 -6,789	-2%	-$266K	0.27%	71
2022 Q1	$16.1M	Buy	331,974 +5,663	+2%	+$274K	0.29%	68
2021 Q4	$15.7M	Buy	326,311 +13,246	+4%	+$636K	0.27%	71
2021 Q3	$14.5M	Sell	313,065 -36,668	-10%	-$1.7M	0.27%	74
2021 Q2	$15.8M	Buy	349,733 +8,551	+3%	+$387K	0.28%	72
2021 Q1	$13.3M	Buy	341,182 +199,244	+140%	+$7.79M	0.27%	78
2020 Q4	$4.28M	Buy	141,938 +4,797	+3%	+$145K	0.09%	257
2020 Q3	$3.22M	Sell	137,141 -42,221	-24%	-$993K	0.08%	279
2020 Q2	$4.59M	Buy	179,362 +13,173	+8%	+$337K	0.12%	188
2020 Q1	$4.77M	Buy	166,189 +21,048	+15%	+$604K	0.14%	150
2019 Q4	$7.81M	Buy	145,141 +20,920	+17%	+$1.13M	0.19%	112
2019 Q3	$6.27M	Buy	124,221 +3,628	+3%	+$183K	0.17%	134
2019 Q2	$5.71M	Buy	120,593 +803	+0.7%	+$38K	0.16%	147
2019 Q1	$5.79M	Sell	119,790 -12,880	-10%	-$622K	0.15%	140
2018 Q4	$6.11M	Sell	132,670 -6,101	-4%	-$281K	0.19%	112
2018 Q3	$7.29M	Buy	138,771 +6,496	+5%	+$341K	0.19%	115
2018 Q2	$7.33M	Sell	132,275 -13,252	-9%	-$735K	0.2%	112
2018 Q1	$7.63M	Sell	145,527 -4,095	-3%	-$215K	0.2%	120
2017 Q4	$9.08M	Sell	149,622 -9,222	-6%	-$560K	0.23%	94
2017 Q3	$8.76M	Sell	158,844 -10,860	-6%	-$599K	0.23%	96
2017 Q2	$9.4M	Sell	169,704 -30,348	-15%	-$1.68M	0.26%	87
2017 Q1	$11.1M	Sell	200,052 -47,277	-19%	-$2.63M	0.32%	71
2016 Q4	$13.6M	Sell	247,329 -12,503	-5%	-$689K	0.4%	56
2016 Q3	$11.5M	Sell	259,832 -60,423	-19%	-$2.68M	0.34%	68
2016 Q2	$15.2M	Buy	320,255 +87,356	+38%	+$4.13M	0.45%	44
2016 Q1	$11.3M	Buy	232,899 +20,918	+10%	+$1.01M	0.34%	69
2015 Q4	$11.5M	Buy	211,981 +3,065	+1%	+$167K	0.34%	68
2015 Q3	$10.7M	Buy	208,916 +8,149	+4%	+$418K	0.33%	68
2015 Q2	$11.3M	Buy	200,767 +13,352	+7%	+$751K	0.31%	63
2015 Q1	$10.2M	Buy	187,415 +19,018	+11%	+$1.03M	0.28%	80
2014 Q4	$9.23M	Sell	168,397 -916	-0.5%	-$50.2K	0.27%	90
2014 Q3	$8.78M	Buy	169,313 +5,226	+3%	+$271K	0.26%	90
2014 Q2	$8.62M	Sell	164,087 -16,144	-9%	-$848K	0.26%	89
2014 Q1	$8.97M	Sell	180,231 -4,465	-2%	-$222K	0.27%	79
2013 Q4	$8.39M	Sell	184,696 -41,811	-18%	-$1.9M	0.27%	86
2013 Q3	$9.36M	Buy	226,507 +10,800	+5%	+$446K	0.33%	63
2013 Q2	$8.9M	Buy	+215,707	New	+$8.9M	0.34%	63