Quilter Plc’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 | $1.23M | Hold |
15,323
| – | – | 0.02% | 89 |
|
|
2025
Q1 | $1.1M | Hold |
15,323
| – | – | 0.02% | 92 |
|
|
2024
Q4 | $1.08M | Sell |
15,323
-1,890
| -11% | -$133K | 0.02% | 93 |
|
|
2024
Q3 | $972K | Sell |
17,213
-750
| -4% | -$42.4K | 0.02% | 94 |
|
|
2024
Q2 | $1.07M | Sell |
17,963
-450
| -2% | -$26.7K | 0.02% | 93 |
|
|
2024
Q1 | $1.07M | Sell |
18,413
-222
| -1% | -$12.9K | 0.03% | 94 |
|
|
2023
Q4 | $920K | Buy |
18,635
+112
| +0.6% | +$5.53K | 0.03% | 82 |
|
|
2023
Q3 | $18.5M | Buy |
18,523
+112
| +0.6% | +$112K | 0.07% | 82 |
|
|
2023
Q2 | $18.3M | Sell |
18,411
-325
| -2% | -$322K | 0.07% | 80 |
|
|
2023
Q1 | $18.6M | Sell |
18,736
-850
| -4% | -$844K | 0.07% | 77 |
|
|
2022
Q4 | $809K | Hold |
19,586
| – | – | 0.03% | 92 |
|
|
2022
Q3 | $787K | Sell |
19,586
-298
| -1% | -$12K | 0.03% | 92 |
|
|
2022
Q2 | $779K | Buy |
19,884
+388
| +2% | +$15.2K | 0.03% | 92 |
|
|
2022
Q1 | $944K | Hold |
19,496
| – | – | 0.03% | 93 |
|
|
2021
Q4 | $989K | Sell |
19,496
-28,165
| -59% | -$1.43M | 0.03% | 95 |
|
|
2021
Q3 | $2.21M | Sell |
47,661
-2,334
| -5% | -$108K | 0.06% | 91 |
|
|
2021
Q2 | $2.26M | Sell |
49,995
-4,638
| -8% | -$210K | 0.07% | 91 |
|
|
2021
Q1 | $2.13M | Sell |
54,633
-2,754
| -5% | -$108K | 0.07% | 111 |
|
|
2020
Q4 | $1.73M | Sell |
57,387
-2,325
| -4% | -$70.2K | 0.06% | 98 |
|
|
2020
Q3 | $1.4M | Sell |
59,712
-25,462
| -30% | -$598K | 0.06% | 97 |
|
|
2020
Q2 | $2.18M | Sell |
85,174
-6,812
| -7% | -$174K | 0.11% | 89 |
|
|
2020
Q1 | $2.64M | Sell |
91,986
-56,868
| -38% | -$1.63M | 0.17% | 77 |
|
|
2019
Q4 | $8.01M | Buy |
+148,854
| New | +$8.01M | 0.47% | 52 |
|