Prospera Financial Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7M | Buy |
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|
2025
Q1 | $12M | Buy |
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|
2024
Q4 | $11.2M | Buy |
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|
2024
Q3 | $7.82M | Buy |
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|
2024
Q2 | $6.86M | Buy |
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|
2024
Q1 | $6.23M | Buy |
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|
2023
Q4 | $5.09M | Sell |
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|
2023
Q3 | $4.22M | Buy |
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|
2023
Q2 | $4.3M | Sell |
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|
2023
Q1 | $4.49M | Buy |
|
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|
2022
Q4 | $3.41M | Buy |
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|
2022
Q3 | $3.19M | Sell |
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|
2022
Q2 | $3.24M | Buy |
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|
2022
Q1 | $3.5M | Buy |
|
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|
2021
Q4 | $3.38M | Sell |
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|
2021
Q3 | $3.41M | Buy |
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|
2021
Q2 | $3.23M | Buy |
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|
2021
Q1 | $2.62M | Buy |
|
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|
2020
Q4 | $1.78M | Buy |
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|
2020
Q3 | $348K | Sell |
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|
2020
Q2 | $4.81M | Buy |
|
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|
2020
Q1 | $1.14M | Buy |
|
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|
2019
Q4 | $1.99M | Buy |
|
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|
2019
Q3 | $1.6M | Buy |
|
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|
2019
Q2 | $1.45M | Buy |
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|
2019
Q1 | $1.42M | Buy |
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|
2018
Q4 | $1.18M | Buy |
|
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|
2018
Q3 | $1.05M | Sell |
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|
2018
Q2 | $1.19M | Buy |
|
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|
2018
Q1 | $950K | Sell |
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|
2017
Q4 | $1.23M | Buy |
|
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|
2017
Q3 | $1.08M | Buy |
|
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|
2017
Q2 | $1.08M | Buy |
|
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|
2017
Q1 | $825K | Sell |
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|
2016
Q4 | $892K | Sell |
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|
2016
Q3 | $719K | Sell |
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|
2016
Q2 | $935K | Buy |
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|
2016
Q1 | $735K | Buy |
|
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|
2015
Q4 | $813K | Buy |
|
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|
2015
Q3 | $544K | Sell |
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|
2015
Q2 | $775K | Buy |
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|
2015
Q1 | $739K | Buy |
|
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|
2014
Q4 | $680K | Buy |
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|
2014
Q3 | $597K | Buy |
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|
2014
Q2 | $609K | Buy |
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|
2014
Q1 | $530K | Buy |
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|
2013
Q4 | $382K | Sell |
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|
2013
Q3 | $465K | Sell |
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|
2013
Q2 | $484K | Buy |
|