Principal Financial Group’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 | $288M | Sell |
3,592,727
-1,333,696
| -27% | -$107M | 0.15% | 136 |
|
|
2025
Q1 | $354M | Buy |
4,926,423
+1,152,181
| +31% | +$82.7M | 0.2% | 113 |
|
|
2024
Q4 | $265M | Sell |
3,774,242
-113,433
| -3% | -$7.97M | 0.14% | 138 |
|
|
2024
Q3 | $220M | Sell |
3,887,675
-484,467
| -11% | -$27.4M | 0.12% | 162 |
|
|
2024
Q2 | $260M | Sell |
4,372,142
-175,247
| -4% | -$10.4M | 0.15% | 138 |
|
|
2024
Q1 | $264M | Buy |
4,547,389
+26,716
| +0.6% | +$1.55M | 0.15% | 134 |
|
|
2023
Q4 | $223M | Buy |
4,520,673
+67,573
| +2% | +$3.33M | 0.14% | 143 |
|
|
2023
Q3 | $182M | Sell |
4,453,100
-123,907
| -3% | -$5.06M | 0.13% | 149 |
|
|
2023
Q2 | $195M | Sell |
4,577,007
-87,640
| -2% | -$3.74M | 0.13% | 157 |
|
|
2023
Q1 | $174M | Buy |
4,664,647
+58,249
| +1% | +$2.18M | 0.12% | 168 |
|
|
2022
Q4 | $190M | Sell |
4,606,398
-137,429
| -3% | -$5.67M | 0.14% | 158 |
|
|
2022
Q3 | $191M | Sell |
4,743,827
-214,151
| -4% | -$8.61M | 0.15% | 150 |
|
|
2022
Q2 | $194M | Buy |
4,957,978
+11,501
| +0.2% | +$450K | 0.14% | 149 |
|
|
2022
Q1 | $240M | Sell |
4,946,477
-204,500
| -4% | -$9.91M | 0.15% | 157 |
|
|
2021
Q4 | $247M | Sell |
5,150,977
-333,406
| -6% | -$16M | 0.15% | 159 |
|
|
2021
Q3 | $255M | Buy |
5,484,383
+1,081
| +0% | +$50.2K | 0.17% | 153 |
|
|
2021
Q2 | $248M | Buy |
5,483,302
+619,215
| +13% | +$28M | 0.16% | 154 |
|
|
2021
Q1 | $190M | Sell |
4,864,087
-559,238
| -10% | -$21.8M | 0.13% | 170 |
|
|
2020
Q4 | $164M | Sell |
5,423,325
-893,170
| -14% | -$27M | 0.12% | 180 |
|
|
2020
Q3 | $149M | Buy |
6,316,495
+333,641
| +6% | +$7.84M | 0.13% | 177 |
|
|
2020
Q2 | $153M | Buy |
5,982,854
+83,828
| +1% | +$2.15M | 0.13% | 174 |
|
|
2020
Q1 | $169M | Sell |
5,899,026
-69,918
| -1% | -$2.01M | 0.19% | 144 |
|
|
2019
Q4 | $321M | Sell |
5,968,944
-368,399
| -6% | -$19.8M | 0.27% | 96 |
|
|
2019
Q3 | $320M | Sell |
6,337,343
-98,222
| -2% | -$4.95M | 0.28% | 96 |
|
|
2019
Q2 | $305M | Sell |
6,435,565
-69,894
| -1% | -$3.31M | 0.27% | 95 |
|
|
2019
Q1 | $314M | Sell |
6,505,459
-225,738
| -3% | -$10.9M | 0.29% | 88 |
|
|
2018
Q4 | $310M | Sell |
6,731,197
-349,465
| -5% | -$16.1M | 0.33% | 66 |
|
|
2018
Q3 | $372M | Sell |
7,080,662
-260,273
| -4% | -$13.7M | 0.33% | 65 |
|
|
2018
Q2 | $407M | Buy |
7,340,935
+267,557
| +4% | +$14.8M | 0.37% | 56 |
|
|
2018
Q1 | $371M | Sell |
7,073,378
-514,139
| -7% | -$26.9M | 0.35% | 58 |
|
|
2017
Q4 | $460M | Sell |
7,587,517
-2,709,610
| -26% | -$164M | 0.42% | 38 |
|
|
2017
Q3 | $568M | Sell |
10,297,127
-429,134
| -4% | -$23.7M | 0.55% | 24 |
|
|
2017
Q2 | $594M | Buy |
10,726,261
+1,463,652
| +16% | +$81.1M | 0.6% | 20 |
|
|
2017
Q1 | $516M | Buy |
9,262,609
+469,185
| +5% | +$26.1M | 0.62% | 17 |
|
|
2016
Q4 | $485M | Sell |
8,793,424
-289,561
| -3% | -$16M | 0.61% | 19 |
|
|
2016
Q3 | $402M | Sell |
9,082,985
-663,392
| -7% | -$29.4M | 0.53% | 32 |
|
|
2016
Q2 | $461M | Sell |
9,746,377
-521,222
| -5% | -$24.7M | 0.64% | 21 |
|
|
2016
Q1 | $497M | Sell |
10,267,599
-1,371,291
| -12% | -$66.3M | 0.72% | 11 |
|
|
2015
Q4 | $633M | Sell |
11,638,890
-519,488
| -4% | -$28.2M | 0.94% | 5 |
|
|
2015
Q3 | $624M | Buy |
12,158,378
+9,369
| +0.1% | +$481K | 0.98% | 6 |
|
|
2015
Q2 | $683M | Sell |
12,149,009
-348,882
| -3% | -$19.6M | 1.02% | 4 |
|
|
2015
Q1 | $680M | Buy |
12,497,891
+194,103
| +2% | +$10.6M | 1.01% | 3 |
|
|
2014
Q4 | $674M | Buy |
12,303,788
+400,701
| +3% | +$22M | 1.05% | 5 |
|
|
2014
Q3 | $617M | Buy |
11,903,087
+147,868
| +1% | +$7.67M | 1.05% | 5 |
|
|
2014
Q2 | $618M | Buy |
11,755,219
+125,354
| +1% | +$6.59M | 1.04% | 4 |
|
|
2014
Q1 | $578M | Buy |
11,629,865
+639,657
| +6% | +$31.8M | 1.03% | 4 |
|
|
2013
Q4 | $499M | Buy |
10,990,208
+523,174
| +5% | +$23.8M | 0.93% | 4 |
|
|
2013
Q3 | $432M | Buy |
10,467,034
+821,782
| +9% | +$34M | 0.89% | 4 |
|
|
2013
Q2 | $398M | Buy |
+9,645,252
| New | +$398M | 0.88% | 5 |
|