Osaic Holdings’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 | $36.3M | Buy |
502,089
+77,968
| +18% | +$5.64M | 0.08% | 249 |
|
|
2025
Q1 | $30.5M | Sell |
424,121
-60,758
| -13% | -$4.36M | 0.07% | 289 |
|
|
2024
Q4 | $31.5M | Sell |
484,879
-39,546
| -8% | -$2.57M | 0.07% | 275 |
|
|
2024
Q3 | $29.6M | Sell |
524,425
-53,594
| -9% | -$3.03M | 0.07% | 284 |
|
|
2024
Q2 | $34.3M | Sell |
578,019
-55,781
| -9% | -$3.31M | 0.08% | 239 |
|
|
2024
Q1 | $36.7M | Sell |
633,800
-375,491
| -37% | -$21.8M | 0.08% | 237 |
|
|
2023
Q4 | $49.6M | Sell |
1,009,291
-298,925
| -23% | -$14.7M | 0.09% | 212 |
|
|
2023
Q3 | $53.5M | Buy |
1,308,216
+379,040
| +41% | +$15.5M | 0.08% | 228 |
|
|
2023
Q2 | $39.7M | Sell |
929,176
-12,561
| -1% | -$536K | 0.07% | 244 |
|
|
2023
Q1 | $35.2M | Sell |
941,737
-30,139
| -3% | -$1.13M | 0.07% | 260 |
|
|
2022
Q4 | $40.1M | Buy |
971,876
+48,827
| +5% | +$2.02M | 0.08% | 234 |
|
|
2022
Q3 | $37.1M | Sell |
923,049
-46,341
| -5% | -$1.86M | 0.08% | 220 |
|
|
2022
Q2 | $38M | Sell |
969,390
-7,037
| -0.7% | -$276K | 0.08% | 230 |
|
|
2022
Q1 | $46.1M | Buy |
976,427
+35,214
| +4% | +$1.66M | 0.09% | 220 |
|
|
2021
Q4 | $45.3M | Sell |
941,213
-63,740
| -6% | -$3.07M | 0.09% | 231 |
|
|
2021
Q3 | $46.7M | Sell |
1,004,953
-120,275
| -11% | -$5.59M | 0.1% | 208 |
|
|
2021
Q2 | $51M | Sell |
1,125,228
-6,019
| -0.5% | -$273K | 0.11% | 193 |
|
|
2021
Q1 | $44.2M | Buy |
1,131,247
+44,861
| +4% | +$1.75M | 0.11% | 200 |
|
|
2020
Q4 | $32.8M | Buy |
1,086,386
+407
| +0% | +$12.3K | 0.09% | 219 |
|
|
2020
Q3 | $25.6M | Sell |
1,085,979
-209,022
| -16% | -$4.93M | 0.08% | 242 |
|
|
2020
Q2 | $33.2M | Sell |
1,295,001
-476,141
| -27% | -$12.2M | 0.11% | 190 |
|
|
2020
Q1 | $30.8M | Buy |
+1,771,142
| New | +$30.8M | 0.13% | 164 |
|