Principle Wealth 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
Q2 | $1.18M | Buy |
14,720
+40
| +0.3% | +$3.21K | 0.07% | 143 |
|
|
2025
Q1 | $1.05M | Sell |
14,680
-1,000
| -6% | -$71.8K | 0.08% | 153 |
|
|
2024
Q4 | $1.1M | Hold |
15,680
| – | – | 0.08% | 145 |
|
|
2024
Q3 | $886K | Hold |
15,680
| – | – | 0.06% | 165 |
|
|
2024
Q2 | $931K | Sell |
15,680
-3,401
| -18% | -$202K | 0.07% | 161 |
|
|
2024
Q1 | $1.11M | Buy |
19,081
+1,303
| +7% | +$75.5K | 0.09% | 152 |
|
|
2023
Q4 | $875K | Sell |
17,778
-44
| -0.2% | -$2.17K | 0.08% | 164 |
|
|
2023
Q3 | $728K | Hold |
17,822
| – | – | 0.07% | 170 |
|
|
2023
Q2 | $761K | Sell |
17,822
-533
| -3% | -$22.7K | 0.08% | 159 |
|
|
2023
Q1 | $686K | Hold |
18,355
| – | – | 0.07% | 166 |
|
|
2022
Q4 | $758K | Sell |
18,355
-79
| -0.4% | -$3.26K | 0.09% | 155 |
|
|
2022
Q3 | $741 | Hold |
18,434
| – | – | 0.07% | 146 |
|
|
2022
Q2 | $722K | Sell |
18,434
-146
| -0.8% | -$5.72K | 0.09% | 162 |
|
|
2022
Q1 | $900K | Sell |
18,580
-890
| -5% | -$43.1K | 0.09% | 150 |
|
|
2021
Q4 | $934K | Sell |
19,470
-1,894
| -9% | -$90.9K | 0.1% | 142 |
|
|
2021
Q3 | $992K | Sell |
21,364
-10
| -0% | -$464 | 0.11% | 130 |
|
|
2021
Q2 | $968K | Sell |
21,374
-1,291
| -6% | -$58.5K | 0.11% | 133 |
|
|
2021
Q1 | $886K | Buy |
22,665
+1,263
| +6% | +$49.4K | 0.1% | 134 |
|
|
2020
Q4 | $646K | Buy |
21,402
+12,753
| +147% | +$385K | 0.09% | 155 |
|
|
2020
Q3 | $203K | Sell |
8,649
-2,716
| -24% | -$63.7K | 0.06% | 148 |
|
|
2020
Q2 | $291K | Sell |
11,365
-230
| -2% | -$5.89K | 0.09% | 122 |
|
|
2020
Q1 | $333K | Sell |
11,595
-7,216
| -38% | -$207K | 0.13% | 105 |
|
|
2019
Q4 | $1.01M | Sell |
18,811
-225
| -1% | -$12.1K | 0.32% | 57 |
|
|
2019
Q3 | $960K | Buy |
19,036
+10,521
| +124% | +$531K | 0.33% | 57 |
|
|
2019
Q2 | $403K | Buy |
8,515
+375
| +5% | +$17.7K | 0.21% | 87 |
|
|
2019
Q1 | $393K | Buy |
8,140
+160
| +2% | +$7.73K | 0.22% | 79 |
|
|
2018
Q4 | $368K | Buy |
+7,980
| New | +$368K | 0.31% | 74 |
|