Prospera Financial Services’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 | $16.7M | Buy |
207,919
+41,075
| +25% | +$3.29M | 0.31% | 67 |
|
|
2025
Q1 | $12M | Buy |
166,844
+8,001
| +5% | +$574K | 0.28% | 85 |
|
|
2024
Q4 | $11.2M | Buy |
158,843
+20,411
| +15% | +$1.43M | 0.26% | 88 |
|
|
2024
Q3 | $7.82M | Buy |
138,432
+22,854
| +20% | +$1.29M | 0.2% | 112 |
|
|
2024
Q2 | $6.86M | Buy |
115,578
+8,017
| +7% | +$476K | 0.19% | 115 |
|
|
2024
Q1 | $6.23M | Buy |
107,561
+4,213
| +4% | +$244K | 0.19% | 118 |
|
|
2023
Q4 | $5.09M | Sell |
103,348
-20
| -0% | -$984 | 0.17% | 136 |
|
|
2023
Q3 | $4.22M | Buy |
103,368
+2,564
| +3% | +$105K | 0.16% | 141 |
|
|
2023
Q2 | $4.3M | Sell |
100,804
-19,428
| -16% | -$829K | 0.16% | 142 |
|
|
2023
Q1 | $4.49M | Buy |
120,232
+37,588
| +45% | +$1.41M | 0.18% | 130 |
|
|
2022
Q4 | $3.41M | Buy |
82,644
+3,450
| +4% | +$142K | 0.17% | 137 |
|
|
2022
Q3 | $3.19M | Sell |
79,194
-3,426
| -4% | -$138K | 0.17% | 149 |
|
|
2022
Q2 | $3.24M | Buy |
82,620
+10,299
| +14% | +$403K | 0.17% | 155 |
|
|
2022
Q1 | $3.51M | Buy |
72,321
+1,785
| +3% | +$86.5K | 0.15% | 168 |
|
|
2021
Q4 | $3.38M | Sell |
70,536
-2,897
| -4% | -$139K | 0.15% | 166 |
|
|
2021
Q3 | $3.41M | Buy |
73,433
+2,092
| +3% | +$97.1K | 0.17% | 157 |
|
|
2021
Q2 | $3.23M | Buy |
71,341
+4,413
| +7% | +$200K | 0.16% | 165 |
|
|
2021
Q1 | $2.62M | Buy |
66,928
+7,791
| +13% | +$304K | 0.16% | 168 |
|
|
2020
Q4 | $1.79M | Buy |
59,137
+44,341
| +300% | +$1.34M | 0.12% | 207 |
|
|
2020
Q3 | $348K | Sell |
14,796
-173,074
| -92% | -$4.07M | 0.13% | 138 |
|
|
2020
Q2 | $4.81M | Buy |
187,870
+148,309
| +375% | +$3.8M | 0.43% | 39 |
|
|
2020
Q1 | $1.14M | Buy |
39,561
+2,550
| +7% | +$73.2K | 0.12% | 193 |
|
|
2019
Q4 | $1.99M | Buy |
37,011
+5,281
| +17% | +$284K | 0.15% | 167 |
|
|
2019
Q3 | $1.6M | Buy |
31,730
+1,256
| +4% | +$63.3K | 0.16% | 133 |
|
|
2019
Q2 | $1.45M | Buy |
30,474
+1,413
| +5% | +$67.2K | 0.16% | 129 |
|
|
2019
Q1 | $1.42M | Buy |
29,061
+4,059
| +16% | +$198K | 0.47% | 63 |
|
|
2018
Q4 | $1.18M | Buy |
25,002
+5,712
| +30% | +$268K | 0.24% | 103 |
|
|
2018
Q3 | $1.05M | Sell |
19,290
-2,287
| -11% | -$125K | 0.2% | 120 |
|
|
2018
Q2 | $1.19M | Buy |
21,577
+3,564
| +20% | +$197K | 0.16% | 121 |
|
|
2018
Q1 | $950K | Sell |
18,013
-1,837
| -9% | -$96.9K | 0.13% | 149 |
|
|
2017
Q4 | $1.23M | Buy |
19,850
+225
| +1% | +$13.9K | 0.19% | 114 |
|
|
2017
Q3 | $1.08M | Buy |
19,625
+143
| +0.7% | +$7.87K | 0.16% | 124 |
|
|
2017
Q2 | $1.08M | Buy |
19,482
+4,587
| +31% | +$255K | 0.17% | 119 |
|
|
2017
Q1 | $825K | Sell |
14,895
-1,286
| -8% | -$71.2K | 0.15% | 125 |
|
|
2016
Q4 | $892K | Sell |
16,181
-51
| -0.3% | -$2.81K | 0.17% | 114 |
|
|
2016
Q3 | $719K | Sell |
16,232
-3,533
| -18% | -$156K | 0.14% | 129 |
|
|
2016
Q2 | $935K | Buy |
19,765
+4,668
| +31% | +$221K | 0.19% | 101 |
|
|
2016
Q1 | $735K | Buy |
15,097
+149
| +1% | +$7.25K | 0.16% | 104 |
|
|
2015
Q4 | $813K | Buy |
14,948
+3,555
| +31% | +$193K | 0.18% | 86 |
|
|
2015
Q3 | $544K | Sell |
11,393
-3,189
| -22% | -$152K | 0.14% | 104 |
|
|
2015
Q2 | $775K | Buy |
14,582
+192
| +1% | +$10.2K | 0.18% | 91 |
|
|
2015
Q1 | $739K | Buy |
14,390
+1,977
| +16% | +$102K | 0.16% | 90 |
|
|
2014
Q4 | $680K | Buy |
12,413
+103
| +0.8% | +$5.64K | 0.17% | 98 |
|
|
2014
Q3 | $597K | Buy |
12,310
+726
| +6% | +$35.2K | 0.16% | 101 |
|
|
2014
Q2 | $609K | Buy |
11,584
+137
| +1% | +$7.2K | 0.16% | 101 |
|
|
2014
Q1 | $530K | Buy |
11,447
+3,039
| +36% | +$141K | 0.17% | 91 |
|
|
2013
Q4 | $382K | Sell |
8,408
-2,793
| -25% | -$127K | 0.13% | 132 |
|
|
2013
Q3 | $465K | Sell |
11,201
-493
| -4% | -$20.5K | 0.18% | 111 |
|
|
2013
Q2 | $484K | Buy |
+11,694
| New | +$484K | 0.22% | 99 |
|