Plancorp LLC’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 | $1.21M | Sell |
15,101
-248
| -2% | -$19.9K | 0.04% | 139 |
|
|
2025
Q1 | $1.1M | Buy |
15,349
+460
| +3% | +$33K | 0.04% | 138 |
|
|
2024
Q4 | $1.05M | Buy |
14,889
+1,264
| +9% | +$88.8K | 0.04% | 124 |
|
|
2024
Q3 | $770K | Buy |
13,625
+111
| +0.8% | +$6.27K | 0.03% | 152 |
|
|
2024
Q2 | $803K | Buy |
13,514
+240
| +2% | +$14.3K | 0.03% | 142 |
|
|
2024
Q1 | $769K | Buy |
13,274
+3,665
| +38% | +$212K | 0.03% | 144 |
|
|
2023
Q4 | $473K | Buy |
9,609
+429
| +5% | +$21.1K | 0.02% | 169 |
|
|
2023
Q3 | $375K | Buy |
9,180
+1,087
| +13% | +$44.4K | 0.02% | 181 |
|
|
2023
Q2 | $345K | Buy |
8,093
+434
| +6% | +$18.5K | 0.02% | 182 |
|
|
2023
Q1 | $286K | Buy |
7,659
+18
| +0.2% | +$673 | 0.02% | 205 |
|
|
2022
Q4 | $316K | Sell |
7,641
-814
| -10% | -$33.6K | 0.02% | 185 |
|
|
2022
Q3 | $340K | Buy |
8,455
+171
| +2% | +$6.88K | 0.02% | 169 |
|
|
2022
Q2 | $324K | Buy |
8,284
+210
| +3% | +$8.21K | 0.02% | 172 |
|
|
2022
Q1 | $391K | Buy |
8,074
+38
| +0.5% | +$1.84K | 0.03% | 164 |
|
|
2021
Q4 | $386K | Buy |
8,036
+323
| +4% | +$15.5K | 0.02% | 169 |
|
|
2021
Q3 | $358K | Buy |
7,713
+249
| +3% | +$11.6K | 0.02% | 165 |
|
|
2021
Q2 | $338K | Sell |
7,464
-96
| -1% | -$4.35K | 0.03% | 164 |
|
|
2021
Q1 | $295K | Sell |
7,560
-838
| -10% | -$32.7K | 0.07% | 163 |
|
|
2020
Q4 | $253K | Buy |
+8,398
| New | +$253K | 0.06% | 174 |
|
|
2020
Q3 | – | Sell |
-7,909
| Closed | -$202K | – | 200 |
|
|
2020
Q2 | $202K | Buy |
7,909
+290
| +4% | +$7.41K | 0.06% | 171 |
|
|
2020
Q1 | $219K | Sell |
7,619
-915
| -11% | -$26.3K | 0.08% | 150 |
|
|
2019
Q4 | $459K | Buy |
8,534
+100
| +1% | +$5.38K | 0.14% | 115 |
|
|
2019
Q3 | $425K | Sell |
8,434
-9,686
| -53% | -$488K | 0.16% | 102 |
|
|
2019
Q2 | $867K | Buy |
18,120
+8,554
| +89% | +$409K | 0.34% | 58 |
|
|
2019
Q1 | $462K | Buy |
9,566
+1,666
| +21% | +$80.5K | 0.18% | 101 |
|
|
2018
Q4 | $364K | Buy |
7,900
+117
| +2% | +$5.39K | 0.17% | 102 |
|
|
2018
Q3 | $409K | Buy |
7,783
+34
| +0.4% | +$1.79K | 0.16% | 110 |
|
|
2018
Q2 | $430K | Hold |
7,749
| – | – | 0.17% | 102 |
|
|
2018
Q1 | $407K | Sell |
7,749
-456
| -6% | -$24K | 0.13% | 103 |
|
|
2017
Q4 | $498K | Sell |
8,205
-270
| -3% | -$16.4K | 0.16% | 96 |
|
|
2017
Q3 | $467K | Sell |
8,475
-10,001
| -54% | -$551K | 0.14% | 95 |
|
|
2017
Q2 | $1.02M | Buy |
18,476
+1
| +0% | +$55 | 0.3% | 55 |
|
|
2017
Q1 | $1.03M | Buy |
18,475
+1,077
| +6% | +$60K | 0.3% | 55 |
|
|
2016
Q4 | $961K | Buy |
17,398
+453
| +3% | +$25K | 0.27% | 53 |
|
|
2016
Q3 | $750K | Buy |
16,945
+1,595
| +10% | +$70.6K | 0.48% | 45 |
|
|
2016
Q2 | $727K | Buy |
15,350
+5,350
| +54% | +$253K | 0.65% | 30 |
|
|
2016
Q1 | $484K | Sell |
10,000
-9,075
| -48% | -$439K | 0.58% | 20 |
|
|
2015
Q4 | $1.04M | Sell |
19,075
-3,030
| -14% | -$165K | 1.24% | 20 |
|
|
2015
Q3 | $1.14M | Hold |
22,105
| – | – | 1.03% | 22 |
|
|
2015
Q2 | $1.24M | Hold |
22,105
| – | – | 1.15% | 16 |
|
|
2015
Q1 | $1.2M | Hold |
22,105
| – | – | 1.2% | 16 |
|
|
2014
Q4 | $1.21M | Sell |
22,105
-4,760
| -18% | -$261K | 1.27% | 14 |
|
|
2014
Q3 | $1.39M | Buy |
26,865
+4,760
| +22% | +$246K | 1.46% | 14 |
|
|
2014
Q2 | $1.16M | Sell |
22,105
-7,164
| -24% | -$377K | 1.04% | 17 |
|
|
2014
Q1 | $1.46M | Buy |
29,269
+4,020
| +16% | +$200K | 0.99% | 22 |
|
|
2013
Q4 | $1.15M | Buy |
+25,249
| New | +$1.15M | 1.01% | 20 |
|