Pinnacle Financial Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.74M | Buy |
66,634
+5,509
| +9% | +$392K | 0.1% | 173 |
|
|
2024
Q4 | $3.92M | Buy |
61,125
+12,245
| +25% | +$786K | 0.08% | 182 |
|
|
2024
Q3 | $2.76M | Sell |
48,880
-11,793
| -19% | -$666K | 0.06% | 202 |
|
|
2024
Q2 | $3.55M | Sell |
60,673
-641
| -1% | -$37.5K | 0.08% | 187 |
|
|
2024
Q1 | $3.55M | Buy |
61,314
+214
| +0.4% | +$12.4K | 0.08% | 187 |
|
|
2023
Q4 | $3.01M | Buy |
61,100
+339
| +0.6% | +$16.7K | 0.07% | 181 |
|
|
2023
Q3 | $2.48M | Sell |
60,761
-6,767
| -10% | -$277K | 0.06% | 185 |
|
|
2023
Q2 | $2.88M | Sell |
67,528
-3,830
| -5% | -$163K | 0.07% | 174 |
|
|
2023
Q1 | $2.67M | Buy |
71,358
+293
| +0.4% | +$11K | 0.07% | 179 |
|
|
2022
Q4 | $2.93M | Buy |
71,065
+14,504
| +26% | +$599K | 0.08% | 171 |
|
|
2022
Q3 | $2.28M | Sell |
56,561
-124,465
| -69% | -$5.01M | 0.08% | 183 |
|
|
2022
Q2 | $7.09M | Buy |
181,026
+20,466
| +13% | +$802K | 0.25% | 116 |
|
|
2022
Q1 | $7.78M | Buy |
160,560
+322
| +0.2% | +$15.6K | 0.25% | 115 |
|
|
2021
Q4 | $7.69M | Buy |
160,238
+3,923
| +3% | +$188K | 0.24% | 115 |
|
|
2021
Q3 | $7.26M | Buy |
156,315
+133,201
| +576% | +$6.18M | 0.26% | 110 |
|
|
2021
Q2 | $1.05M | Sell |
23,114
-1,399
| -6% | -$63.3K | 0.04% | 212 |
|
|
2021
Q1 | $861K | Sell |
24,513
-174
| -0.7% | -$6.11K | 0.04% | 215 |
|
|
2020
Q4 | $669K | Hold |
24,687
| – | – | 0.03% | 227 |
|
|
2020
Q3 | $580K | Sell |
24,687
-2,058
| -8% | -$48.4K | 0.03% | 227 |
|
|
2020
Q2 | $685K | Sell |
26,745
-36,060
| -57% | -$924K | 0.04% | 215 |
|
|
2020
Q1 | $1.8M | Sell |
62,805
-2,977
| -5% | -$85.4K | 0.12% | 151 |
|
|
2019
Q4 | $3.54M | Buy |
65,782
+8,412
| +15% | +$453K | 0.22% | 123 |
|
|
2019
Q3 | $2.89M | Sell |
57,370
-4,409
| -7% | -$222K | 0.21% | 132 |
|
|
2019
Q2 | $2.92M | Sell |
61,779
-17,057
| -22% | -$807K | 0.22% | 123 |
|
|
2019
Q1 | $3.81M | Sell |
78,836
-30,272
| -28% | -$1.46M | 0.31% | 98 |
|
|
2018
Q4 | $5.03M | Sell |
109,108
-33,274
| -23% | -$1.53M | 0.48% | 60 |
|
|
2018
Q3 | $7.48M | Sell |
142,382
-40,484
| -22% | -$2.13M | 0.63% | 46 |
|
|
2018
Q2 | $10.1M | Buy |
182,866
+7,125
| +4% | +$395K | 0.96% | 23 |
|
|
2018
Q1 | $9.21M | Buy |
175,741
+4,859
| +3% | +$255K | 0.93% | 25 |
|
|
2017
Q4 | $10.4M | Buy |
170,882
+20,475
| +14% | +$1.24M | 1.09% | 20 |
|
|
2017
Q3 | $8.29M | Buy |
150,407
+18
| +0% | +$993 | 1.06% | 19 |
|
|
2017
Q2 | $8.33M | Buy |
150,389
+6,919
| +5% | +$383K | 1.18% | 14 |
|
|
2017
Q1 | $7.99M | Buy |
143,470
+3,837
| +3% | +$214K | 1.58% | 10 |
|
|
2016
Q4 | $7.7M | Buy |
139,633
+32,291
| +30% | +$1.78M | 1.66% | 9 |
|
|
2016
Q3 | $5.05M | Sell |
107,342
-1,161
| -1% | -$54.6K | 1.14% | 21 |
|
|
2016
Q2 | $5.17M | Buy |
108,503
+5,021
| +5% | +$239K | 1.19% | 19 |
|
|
2016
Q1 | $5M | Buy |
103,482
+28,475
| +38% | +$1.38M | 1.28% | 18 |
|
|
2015
Q4 | $4.08M | Sell |
75,007
-10,414
| -12% | -$566K | 1.27% | 17 |
|
|
2015
Q3 | $4.39M | Buy |
85,421
+3,065
| +4% | +$157K | 1.38% | 16 |
|
|
2015
Q2 | $4.63M | Buy |
82,356
+3,478
| +4% | +$196K | 1.47% | 11 |
|
|
2015
Q1 | $4.29M | Buy |
78,878
+174
| +0.2% | +$9.46K | 1.44% | 11 |
|
|
2014
Q4 | $4.31M | Buy |
78,704
+1,794
| +2% | +$98.3K | 1.51% | 9 |
|
|
2014
Q3 | $3.99M | Buy |
76,910
+2,259
| +3% | +$117K | 1.52% | 14 |
|
|
2014
Q2 | $3.92M | Buy |
74,651
+5,091
| +7% | +$268K | 1.56% | 12 |
|
|
2014
Q1 | $3.46M | Buy |
69,560
+7,008
| +11% | +$349K | 1.55% | 17 |
|
|
2013
Q4 | $2.84M | Sell |
62,552
-3,143
| -5% | -$143K | 1.3% | 23 |
|
|
2013
Q3 | $2.72M | Buy |
65,695
+77
| +0.1% | +$3.18K | 1.35% | 27 |
|
|
2013
Q2 | $2.71M | Buy |
+65,618
| New | +$2.71M | 1.41% | 22 |
|