Private Advisor 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 | $19.1M | Buy |
238,636
+16,730
| +8% | +$1.34M | 0.1% | 201 |
|
|
2025
Q1 | $15.9M | Buy |
221,906
+10,331
| +5% | +$742K | 0.1% | 212 |
|
|
2024
Q4 | $14.9M | Buy |
211,575
+2,016
| +1% | +$142K | 0.08% | 226 |
|
|
2024
Q3 | $11.8M | Sell |
209,559
-81
| -0% | -$4.58K | 0.07% | 265 |
|
|
2024
Q2 | $12.5M | Sell |
209,640
-54,297
| -21% | -$3.22M | 0.08% | 224 |
|
|
2024
Q1 | $15.3M | Buy |
263,937
+6,549
| +3% | +$380K | 0.11% | 172 |
|
|
2023
Q4 | $12.7M | Buy |
257,388
+8,337
| +3% | +$410K | 0.1% | 192 |
|
|
2023
Q3 | $10.2M | Sell |
249,051
-5,232
| -2% | -$214K | 0.09% | 215 |
|
|
2023
Q2 | $11.1M | Buy |
254,283
+14,378
| +6% | +$629K | 0.1% | 201 |
|
|
2023
Q1 | $8.97M | Sell |
239,905
-20,045
| -8% | -$749K | 0.09% | 230 |
|
|
2022
Q4 | $2.78M | Sell |
259,950
-4,919
| -2% | -$52.6K | 0.14% | 158 |
|
|
2022
Q3 | $10.7M | Sell |
264,869
-43,481
| -14% | -$1.75M | 0.12% | 183 |
|
|
2022
Q2 | $12.1M | Buy |
308,350
+2,955
| +1% | +$116K | 0.11% | 188 |
|
|
2022
Q1 | $14.8M | Buy |
305,395
+11,400
| +4% | +$552K | 0.11% | 183 |
|
|
2021
Q4 | $14.1M | Sell |
293,995
-127,192
| -30% | -$6.1M | 0.11% | 192 |
|
|
2021
Q3 | $19.5M | Buy |
421,187
+158,478
| +60% | +$7.35M | 0.12% | 168 |
|
|
2021
Q2 | $11.9M | Buy |
262,709
+13,758
| +6% | +$623K | 0.1% | 202 |
|
|
2021
Q1 | $9.73M | Buy |
248,951
+23,343
| +10% | +$912K | 0.09% | 219 |
|
|
2020
Q4 | $6.81M | Sell |
225,608
-21,109
| -9% | -$637K | 0.07% | 269 |
|
|
2020
Q3 | $5.39M | Buy |
246,717
+37,323
| +18% | +$815K | 0.07% | 264 |
|
|
2020
Q2 | $4.84M | Buy |
209,394
+76,054
| +57% | +$1.76M | 0.07% | 276 |
|
|
2020
Q1 | $3.83M | Buy |
133,340
+768
| +0.6% | +$22K | 0.07% | 274 |
|
|
2019
Q4 | $7.13M | Sell |
132,572
-28,624
| -18% | -$1.54M | 0.11% | 198 |
|
|
2019
Q3 | $8.2M | Buy |
161,196
+40,860
| +34% | +$2.08M | 0.13% | 176 |
|
|
2019
Q2 | $5.69M | Sell |
120,336
-2,803
| -2% | -$133K | 0.1% | 224 |
|
|
2019
Q1 | $5.96M | Buy |
123,139
+8,010
| +7% | +$388K | 0.12% | 186 |
|
|
2018
Q4 | $5.3M | Sell |
115,129
-16,363
| -12% | -$754K | 0.13% | 184 |
|
|
2018
Q3 | $6.91M | Buy |
131,492
+10,314
| +9% | +$542K | 0.14% | 148 |
|
|
2018
Q2 | $5.55M | Buy |
121,178
+52,014
| +75% | +$2.38M | 0.09% | 108 |
|
|
2018
Q1 | $3.62M | Sell |
69,164
-36,821
| -35% | -$1.93M | 0.14% | 156 |
|
|
2017
Q4 | $6.55M | Sell |
105,985
-57,895
| -35% | -$3.58M | 0.28% | 83 |
|
|
2017
Q3 | $9.04M | Sell |
163,880
-4,353
| -3% | -$240K | 0.22% | 107 |
|
|
2017
Q2 | $9.35M | Sell |
168,233
-1,164
| -0.7% | -$64.7K | 0.25% | 95 |
|
|
2017
Q1 | $9.32M | Buy |
169,397
+16,071
| +10% | +$885K | 0.26% | 91 |
|
|
2016
Q4 | $8.4M | Sell |
153,326
-590
| -0.4% | -$32.3K | 0.28% | 85 |
|
|
2016
Q3 | $6.74M | Sell |
153,916
-39,492
| -20% | -$1.73M | 0.28% | 86 |
|
|
2016
Q2 | $9.04M | Buy |
193,408
+70,456
| +57% | +$3.29M | 0.37% | 63 |
|
|
2016
Q1 | $6.12M | Sell |
122,952
-20,627
| -14% | -$1.03M | 0.3% | 77 |
|
|
2015
Q4 | $7.8M | Buy |
143,579
+20,527
| +17% | +$1.12M | 0.37% | 57 |
|
|
2015
Q3 | $6.32M | Buy |
123,052
+17,235
| +16% | +$885K | 0.35% | 61 |
|
|
2015
Q2 | $5.95M | Buy |
105,817
+18,710
| +21% | +$1.05M | 0.28% | 69 |
|
|
2015
Q1 | $4.74M | Buy |
87,107
+11,213
| +15% | +$610K | 0.27% | 74 |
|
|
2014
Q4 | $4.16M | Buy |
75,894
+6,543
| +9% | +$359K | 0.27% | 85 |
|
|
2014
Q3 | $3.6M | Buy |
69,351
+20,581
| +42% | +$1.07M | 0.25% | 94 |
|
|
2014
Q2 | $2.56M | Buy |
48,770
+2,317
| +5% | +$122K | 0.22% | 101 |
|
|
2014
Q1 | $2.31M | Buy |
46,453
+13,509
| +41% | +$672K | 0.24% | 96 |
|
|
2013
Q4 | $1.5M | Buy |
+32,944
| New | +$1.5M | 0.17% | 147 |
|