Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $321K | Sell |
4,026
-695
| -15% | -$59.7K | 0.02% | 122 |
|
|
2025
Q4 | $440K | Sell |
4,721
-295
| -6% | -$25.6K | 0.03% | 102 |
|
|
2025
Q3 | $420K | Buy |
5,016
+139
| +3% | +$11.3K | 0.03% | 102 |
|
|
2025
Q2 | $391K | Buy |
4,877
+12
| +0.2% | +$865 | 0.03% | 104 |
|
|
2025
Q1 | $349K | Sell |
4,865
-171
| -3% | -$12.8K | 0.03% | 111 |
|
|
2024
Q4 | $354K | Buy |
5,036
+194
| +4% | +$13.2K | 0.03% | 112 |
|
|
2024
Q3 | $274K | Sell |
4,842
-1,880
| -28% | -$106K | 0.02% | 140 |
|
|
2024
Q2 | $399K | Hold |
6,722
| – | – | 0.04% | 95 |
|
|
2024
Q1 | $390K | Sell |
6,722
-66
| -1% | -$3.45K | 0.04% | 98 |
|
|
2023
Q4 | $334K | Sell |
6,788
-380
| -5% | -$16.4K | 0.03% | 112 |
|
|
2023
Q3 | $293K | Sell |
7,168
-16
| -0.2% | -$691 | 0.04% | 113 |
|
|
2023
Q2 | $307K | Buy |
7,184
+16
| +0.2% | +$644 | 0.04% | 115 |
|
|
2023
Q1 | $268K | Sell |
7,168
-1,236
| -15% | -$53.9K | 0.04% | 121 |
|
|
2022
Q4 | $347K | Sell |
8,404
-230
| -3% | -$10.2K | 0.05% | 103 |
|
|
2022
Q3 | $347K | Buy |
8,634
+17
| +0.2% | +$730 | 0.06% | 99 |
|
|
2022
Q2 | $338K | Sell |
8,617
-2,287
| -21% | -$100K | 0.06% | 106 |
|
|
2022
Q1 | $528K | Buy |
10,904
+623
| +6% | +$33.3K | 0.1% | 82 |
|
|
2021
Q4 | $493K | Buy |
10,281
+399
| +4% | +$19.6K | 0.08% | 87 |
|
|
2021
Q3 | $459K | Buy |
9,882
+676
| +7% | +$31.3K | 0.1% | 97 |
|
|
2021
Q2 | $417K | Buy |
9,206
+1,757
| +24% | +$78.5K | 0.1% | 96 |
|
|
2021
Q1 | $291K | Buy |
7,449
+2,378
| +47% | +$84.2K | 0.08% | 132 |
|
|
2020
Q4 | $153K | Buy |
5,071
+215
| +4% | +$5.57K | 0.05% | 203 |
|
|
2020
Q3 | $114K | Buy |
4,856
+15
| +0.3% | +$370 | 0.04% | 223 |
|
|
2020
Q2 | $124K | Sell |
4,841
-2,022
| -29% | -$55.3K | 0.05% | 187 |
|
|
2020
Q1 | $197K | Buy |
6,863
+2,139
| +45% | +$90.9K | 0.09% | 116 |
|
|
2019
Q4 | $254K | Sell |
4,724
-759
| -14% | -$39.8K | 0.09% | 131 |
|
|
2019
Q3 | $277K | Sell |
5,483
-920
| -14% | -$43.3K | 0.08% | 129 |
|
|
2019
Q2 | $303K | Buy |
6,403
+298
| +5% | +$13.9K | 0.09% | 116 |
|
|
2019
Q1 | $295K | Sell |
6,105
-184
| -3% | -$9.05K | 0.09% | 116 |
|
|
2018
Q4 | $290K | Buy |
6,289
+815
| +15% | +$41.7K | 0.1% | 109 |
|
|
2018
Q3 | $288K | Sell |
5,474
-370
| -6% | -$21.1K | 0.09% | 119 |
|
|
2018
Q2 | $324K | Sell |
5,844
-1,476
| -20% | -$79.1K | 0.17% | 104 |
|
|
2018
Q1 | $384K | Sell |
7,320
-1,731
| -19% | -$103K | 0.21% | 89 |
|
|
2017
Q4 | $549K | Sell |
9,051
-3,233
| -26% | -$183K | 0.3% | 65 |
|
|
2017
Q3 | $677K | Sell |
12,284
-812
| -6% | -$43.2K | 0.4% | 54 |
|
|
2017
Q2 | $726K | Sell |
13,096
-561
| -4% | -$30.1K | 0.45% | 50 |
|
|
2017
Q1 | $760K | Buy |
13,657
+1,222
| +10% | +$69.3K | 0.46% | 47 |
|
|
2016
Q4 | $685K | Sell |
12,435
-1,089
| -8% | -$54.8K | 0.43% | 48 |
|
|
2016
Q3 | $599K | Buy |
13,524
+3,666
| +37% | +$175K | 0.4% | 53 |
|
|
2016
Q2 | $467K | Buy |
9,858
+356
| +4% | +$17.4K | 0.34% | 62 |
|
|
2016
Q1 | $460K | Sell |
9,502
-968
| -9% | -$47.4K | 0.35% | 61 |
|
|
2015
Q4 | $569K | Buy |
10,470
+110
| +1% | +$5.97K | 0.43% | 54 |
|
|
2015
Q3 | $532K | Buy |
10,360
+1,443
| +16% | +$79.4K | 0.42% | 55 |
|
|
2015
Q2 | $501K | Hold |
8,917
| – | – | 0.36% | 59 |
|
|
2015
Q1 | $485K | Sell |
8,917
-750
| -8% | -$40.5K | 0.34% | 65 |
|
|
2014
Q4 | $530K | Hold |
9,667
| – | – | 0.39% | 55 |
|
|
2014
Q3 | $501K | Buy |
9,667
+739
| +8% | +$38K | 0.44% | 51 |
|
|
2014
Q2 | $469K | Buy |
8,928
+2,399
| +37% | +$121K | 0.42% | 55 |
|
|
2014
Q1 | $325K | Sell |
6,529
-1,412
| -18% | -$65.8K | 0.35% | 55 |
|
|
2013
Q4 | $361K | Buy |
7,941
+1,276
| +19% | +$55.1K | 0.2% | 62 |
|
|
2013
Q3 | $275K | Buy |
6,665
+1,267
| +23% | +$54.1K | 0.17% | 62 |
|
|
2013
Q2 | $223K | Buy |
+5,398
| New | +$210K | 0.16% | 60 |
|
Other funds holding WFC
VCM
VPM
