Personal Capital Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $725K | Sell |
17,555
-5,497
| -24% | -$243K | ﹤0.01% | 261 |
|
|
2022
Q3 | $927K | Buy |
23,052
+8,525
| +59% | +$366K | 0.01% | 239 |
|
|
2022
Q2 | $569K | Sell |
14,527
-170
| -1% | -$7.46K | ﹤0.01% | 269 |
|
|
2022
Q1 | $712K | Sell |
14,697
-2,433
| -14% | -$130K | ﹤0.01% | 273 |
|
|
2021
Q4 | $820K | Sell |
17,130
-161
| -0.9% | -$7.93K | ﹤0.01% | 274 |
|
|
2021
Q3 | $802K | Buy |
17,291
+188
| +1% | +$8.7K | ﹤0.01% | 266 |
|
|
2021
Q2 | $775K | Buy |
17,103
+1,987
| +13% | +$88.7K | ﹤0.01% | 267 |
|
|
2021
Q1 | $591K | Sell |
15,116
-1,042
| -6% | -$36.9K | ﹤0.01% | 288 |
|
|
2020
Q4 | $488K | Buy |
16,158
+3,709
| +30% | +$96K | ﹤0.01% | 304 |
|
|
2020
Q3 | $293K | Buy |
12,449
+2,294
| +23% | +$56.5K | ﹤0.01% | 332 |
|
|
2020
Q2 | $260K | Buy |
10,155
+999
| +11% | +$27.3K | ﹤0.01% | 312 |
|
|
2020
Q1 | $263K | Sell |
9,156
-2,705
| -23% | -$115K | ﹤0.01% | 297 |
|
|
2019
Q4 | $638K | Sell |
11,861
-1,626
| -12% | -$85.2K | 0.01% | 248 |
|
|
2019
Q3 | $680K | Buy |
13,487
+1,520
| +13% | +$71.6K | 0.01% | 237 |
|
|
2019
Q2 | $566K | Sell |
11,967
-1,510
| -11% | -$70.6K | 0.01% | 235 |
|
|
2019
Q1 | $651K | Buy |
13,477
+3,116
| +30% | +$153K | 0.01% | 227 |
|
|
2018
Q4 | $477K | Sell |
10,361
-3,667
| -26% | -$188K | 0.01% | 232 |
|
|
2018
Q3 | $737K | Buy |
14,028
+4,291
| +44% | +$245K | 0.01% | 204 |
|
|
2018
Q2 | $540K | Sell |
9,737
-23,370
| -71% | -$1.25M | 0.01% | 197 |
|
|
2018
Q1 | $1.74M | Sell |
33,107
-553,211
| -94% | -$32.9M | 0.03% | 166 |
|
|
2017
Q4 | $35.6M | Buy |
586,318
+31,889
| +6% | +$1.8M | 0.61% | 34 |
|
|
2017
Q3 | $30.6M | Buy |
554,429
+26,614
| +5% | +$1.41M | 0.6% | 34 |
|
|
2017
Q2 | $29.2M | Buy |
527,815
+41,119
| +8% | +$2.2M | 0.64% | 32 |
|
|
2017
Q1 | $27.1M | Buy |
486,696
+51,832
| +12% | +$2.94M | 0.68% | 42 |
|
|
2016
Q4 | $24M | Buy |
434,864
+20,301
| +5% | +$1.02M | 0.71% | 42 |
|
|
2016
Q3 | $18.4M | Buy |
414,563
+59,309
| +17% | +$2.84M | 0.62% | 58 |
|
|
2016
Q2 | $16.8M | Buy |
355,254
+46,066
| +15% | +$2.25M | 0.65% | 52 |
|
|
2016
Q1 | $15M | Buy |
309,188
+42,408
| +16% | +$2.08M | 0.69% | 53 |
|
|
2015
Q4 | $14.5M | Buy |
266,780
+28,938
| +12% | +$1.57M | 0.79% | 29 |
|
|
2015
Q3 | $12.2M | Buy |
237,842
+27,702
| +13% | +$1.52M | 0.8% | 34 |
|
|
2015
Q2 | $11.9M | Buy |
210,140
+26,521
| +14% | +$1.48M | 0.82% | 26 |
|
|
2015
Q1 | $9.99M | Buy |
183,619
+29,573
| +19% | +$1.6M | 0.81% | 31 |
|
|
2014
Q4 | $8.45M | Buy |
154,046
+26,927
| +21% | +$1.43M | 0.86% | 28 |
|
|
2014
Q3 | $6.59M | Buy |
127,119
+23,688
| +23% | +$1.22M | 0.85% | 26 |
|
|
2014
Q2 | $5.44M | Buy |
103,431
+22,849
| +28% | +$1.15M | 0.9% | 22 |
|
|
2014
Q1 | $4.01M | Buy |
80,582
+20,240
| +34% | +$943K | 0.9% | 24 |
|
|
2013
Q4 | $2.74M | Buy |
+60,342
| New | +$2.61M | 0.87% | 43 |
|
Other funds holding WFC
