Orion Portfolio Solutions’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $10.9M | Sell |
151,262
-3,339
| -2% | -$240K | 0.11% | 180 |
|
|
2024
Q4 | $10.9M | Buy |
154,601
+12,028
| +8% | +$845K | 0.11% | 175 |
|
|
2024
Q3 | $8.05M | Buy |
142,573
+3,539
| +3% | +$200K | 0.08% | 238 |
|
|
2024
Q2 | $8.26M | Buy |
139,034
+4,907
| +4% | +$291K | 0.09% | 225 |
|
|
2024
Q1 | $7.77M | Buy |
134,127
+5,388
| +4% | +$312K | 0.08% | 241 |
|
|
2023
Q4 | $6.43M | Buy |
128,739
+11,259
| +10% | +$562K | 0.07% | 255 |
|
|
2023
Q3 | $4.8M | Buy |
117,480
+29,416
| +33% | +$1.2M | 0.06% | 310 |
|
|
2023
Q2 | $3.76M | Buy |
88,064
+8,084
| +10% | +$345K | 0.04% | 405 |
|
|
2023
Q1 | $2.99M | Buy |
79,980
+37,341
| +88% | +$1.4M | 0.04% | 428 |
|
|
2022
Q4 | $1.76M | Buy |
42,639
+4,110
| +11% | +$170K | 0.06% | 207 |
|
|
2022
Q3 | $1.55M | Buy |
38,529
+290
| +0.8% | +$11.7K | 0.06% | 190 |
|
|
2022
Q2 | $1.5M | Sell |
38,239
-1,753
| -4% | -$68.7K | 0.06% | 192 |
|
|
2022
Q1 | $1.94M | Sell |
39,992
-762
| -2% | -$36.9K | 0.07% | 179 |
|
|
2021
Q4 | $1.96M | Buy |
40,754
+101
| +0.2% | +$4.85K | 0.07% | 177 |
|
|
2021
Q3 | $1.89M | Sell |
40,653
-1,233
| -3% | -$57.2K | 0.07% | 170 |
|
|
2021
Q2 | $1.9M | Buy |
41,886
+5,347
| +15% | +$242K | 0.07% | 151 |
|
|
2021
Q1 | $1.43M | Sell |
36,539
-1,196
| -3% | -$46.7K | 0.06% | 162 |
|
|
2020
Q4 | $1.14M | Sell |
37,735
-12,954
| -26% | -$391K | 0.05% | 187 |
|
|
2020
Q3 | $1.19M | Sell |
50,689
-1,113
| -2% | -$26.2K | 0.06% | 163 |
|
|
2020
Q2 | $1.33M | Buy |
51,802
+2,108
| +4% | +$54K | 0.07% | 128 |
|
|
2020
Q1 | $1.43M | Sell |
49,694
-6,960
| -12% | -$200K | 0.1% | 102 |
|
|
2019
Q4 | $3.05M | Buy |
+56,654
| New | +$3.05M | 0.24% | 68 |
|