Parallel Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.26M | Buy |
40,668
+786
| +2% | +$63K | 0.07% | 200 |
|
|
2025
Q1 | $2.86M | Buy |
39,882
+2,655
| +7% | +$191K | 0.06% | 204 |
|
|
2024
Q4 | $2.61M | Buy |
37,227
+4,429
| +14% | +$311K | 0.06% | 220 |
|
|
2024
Q3 | $1.85M | Buy |
32,798
+1,001
| +3% | +$56.5K | 0.04% | 261 |
|
|
2024
Q2 | $1.89M | Sell |
31,797
-196
| -0.6% | -$11.6K | 0.05% | 240 |
|
|
2024
Q1 | $1.85M | Buy |
31,993
+2,059
| +7% | +$119K | 0.05% | 244 |
|
|
2023
Q4 | $1.47M | Sell |
29,934
-7,072
| -19% | -$348K | 0.04% | 262 |
|
|
2023
Q3 | $1.51M | Buy |
37,006
+5,660
| +18% | +$231K | 0.05% | 235 |
|
|
2023
Q2 | $1.34M | Sell |
31,346
-251
| -0.8% | -$10.7K | 0.04% | 271 |
|
|
2023
Q1 | $1.18M | Sell |
31,597
-1,781
| -5% | -$66.6K | 0.04% | 281 |
|
|
2022
Q4 | $1.38M | Sell |
33,378
-969
| -3% | -$40K | 0.06% | 211 |
|
|
2022
Q3 | $1.38M | Buy |
34,347
+6,431
| +23% | +$259K | 0.06% | 192 |
|
|
2022
Q2 | $1.09M | Sell |
27,916
-2,103
| -7% | -$82.3K | 0.05% | 224 |
|
|
2022
Q1 | $1.5M | Sell |
30,019
-271
| -0.9% | -$13.6K | 0.06% | 208 |
|
|
2021
Q4 | $1.45M | Buy |
30,290
+1,373
| +5% | +$65.9K | 0.05% | 214 |
|
|
2021
Q3 | $1.34M | Buy |
28,917
+4,257
| +17% | +$198K | 0.05% | 219 |
|
|
2021
Q2 | $1.12M | Buy |
24,660
+4,402
| +22% | +$199K | 0.05% | 235 |
|
|
2021
Q1 | $791K | Buy |
20,258
+2,928
| +17% | +$114K | 0.04% | 267 |
|
|
2020
Q4 | $523K | Sell |
17,330
-6,270
| -27% | -$189K | 0.03% | 320 |
|
|
2020
Q3 | $555K | Sell |
23,600
-3,079
| -12% | -$72.4K | 0.03% | 283 |
|
|
2020
Q2 | $683K | Buy |
26,679
+2,338
| +10% | +$59.9K | 0.04% | 238 |
|
|
2020
Q1 | $698K | Sell |
24,341
-14,947
| -38% | -$429K | 0.06% | 194 |
|
|
2019
Q4 | $2.11M | Buy |
39,288
+1,202
| +3% | +$64.7K | 0.16% | 112 |
|
|
2019
Q3 | $1.92M | Sell |
38,086
-2,182
| -5% | -$110K | 0.16% | 110 |
|
|
2019
Q2 | $1.91M | Sell |
40,268
-14,237
| -26% | -$674K | 0.19% | 95 |
|
|
2019
Q1 | $2.63M | Buy |
54,505
+12,578
| +30% | +$608K | 0.3% | 63 |
|
|
2018
Q4 | $1.93M | Sell |
41,927
-3,469
| -8% | -$160K | 0.27% | 67 |
|
|
2018
Q3 | $2.39M | Buy |
45,396
+4,379
| +11% | +$230K | 0.3% | 63 |
|
|
2018
Q2 | $2.27M | Buy |
41,017
+28,088
| +217% | +$1.56M | 0.33% | 57 |
|
|
2018
Q1 | $678K | Sell |
12,929
-837
| -6% | -$43.9K | 0.11% | 144 |
|
|
2017
Q4 | $835K | Buy |
13,766
+806
| +6% | +$48.9K | 0.14% | 118 |
|
|
2017
Q3 | $696K | Sell |
12,960
-562
| -4% | -$30.2K | 0.12% | 133 |
|
|
2017
Q2 | $729K | Buy |
13,522
+1,139
| +9% | +$61.4K | 0.14% | 123 |
|
|
2017
Q1 | $679K | Buy |
12,383
+2,805
| +29% | +$154K | 0.14% | 126 |
|
|
2016
Q4 | $528K | Buy |
+9,578
| New | +$528K | 0.12% | 127 |
|