Raymond James & Associates’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $176M | Buy |
3,117,717
+31,381
| +1% | +$1.77M | 0.11% | 166 |
|
|
2024
Q2 | $183M | Sell |
3,086,336
-179,732
| -6% | -$10.7M | 0.12% | 144 |
|
|
2024
Q1 | $189M | Buy |
3,266,068
+12,606
| +0.4% | +$731K | 0.13% | 141 |
|
|
2023
Q4 | $160M | Buy |
3,253,462
+276,260
| +9% | +$13.6M | 0.12% | 153 |
|
|
2023
Q3 | $122M | Buy |
2,977,202
+5,791
| +0.2% | +$237K | 0.1% | 175 |
|
|
2023
Q2 | $127M | Sell |
2,971,411
-57,507
| -2% | -$2.45M | 0.1% | 177 |
|
|
2023
Q1 | $113M | Buy |
3,028,918
+183,134
| +6% | +$6.85M | 0.1% | 185 |
|
|
2022
Q4 | $118M | Buy |
2,845,784
+37,815
| +1% | +$1.56M | 0.11% | 169 |
|
|
2022
Q3 | $113M | Buy |
2,807,969
+252,151
| +10% | +$10.1M | 0.11% | 167 |
|
|
2022
Q2 | $100M | Buy |
2,555,818
+199,686
| +8% | +$7.82M | 0.1% | 190 |
|
|
2022
Q1 | $114M | Buy |
2,356,132
+11,548
| +0.5% | +$560K | 0.1% | 187 |
|
|
2021
Q4 | $112M | Buy |
2,344,584
+398,844
| +20% | +$19.1M | 0.09% | 195 |
|
|
2021
Q3 | $90.3M | Buy |
1,945,740
+72,002
| +4% | +$3.34M | 0.08% | 211 |
|
|
2021
Q2 | $84.9M | Buy |
1,873,738
+276,757
| +17% | +$12.5M | 0.08% | 218 |
|
|
2021
Q1 | $62.4M | Buy |
1,596,981
+423,242
| +36% | +$16.5M | 0.06% | 261 |
|
|
2020
Q4 | $35.4M | Sell |
1,173,739
-371,606
| -24% | -$11.2M | 0.04% | 401 |
|
|
2020
Q3 | $36.3M | Buy |
1,545,345
+157,632
| +11% | +$3.71M | 0.05% | 336 |
|
|
2020
Q2 | $35.5M | Sell |
1,387,713
-1,753,449
| -56% | -$44.9M | 0.05% | 327 |
|
|
2020
Q1 | $90.2M | Sell |
3,141,162
-785,887
| -20% | -$22.6M | 0.14% | 122 |
|
|
2019
Q4 | $211M | Buy |
3,927,049
+418,252
| +12% | +$22.5M | 0.27% | 62 |
|
|
2019
Q3 | $177M | Buy |
3,508,797
+161,483
| +5% | +$8.15M | 0.25% | 72 |
|
|
2019
Q2 | $158M | Sell |
3,347,314
-113,948
| -3% | -$5.39M | 0.23% | 79 |
|
|
2019
Q1 | $167M | Buy |
3,461,262
+128,091
| +4% | +$6.19M | 0.25% | 72 |
|
|
2018
Q4 | $154M | Sell |
3,333,171
-166,023
| -5% | -$7.65M | 0.27% | 68 |
|
|
2018
Q3 | $184M | Sell |
3,499,194
-26,952
| -0.8% | -$1.42M | 0.28% | 59 |
|
|
2018
Q2 | $195M | Buy |
3,526,146
+306,616
| +10% | +$17M | 0.33% | 49 |
|
|
2018
Q1 | $169M | Sell |
3,219,530
-153,461
| -5% | -$8.04M | 0.3% | 59 |
|
|
2017
Q4 | $205M | Sell |
3,372,991
-7,580
| -0.2% | -$460K | 0.38% | 43 |
|
|
2017
Q3 | $186M | Sell |
3,380,571
-176,205
| -5% | -$9.72M | 0.37% | 42 |
|
|
2017
Q2 | $197M | Buy |
3,556,776
+250,274
| +8% | +$13.9M | 0.43% | 37 |
|
|
2017
Q1 | $184M | Buy |
3,306,502
+39,442
| +1% | +$2.2M | 0.43% | 37 |
|
|
2016
Q4 | $180M | Sell |
3,267,060
-358,472
| -10% | -$19.8M | 0.46% | 35 |
|
|
2016
Q3 | $161M | Buy |
3,625,532
+209,227
| +6% | +$9.26M | 0.44% | 36 |
|
|
2016
Q2 | $162M | Sell |
3,416,305
-64,969
| -2% | -$3.07M | 0.51% | 29 |
|
|
2016
Q1 | $168M | Buy |
3,481,274
+63,664
| +2% | +$3.08M | 0.57% | 24 |
|
|
2015
Q4 | $186M | Buy |
3,417,610
+187,447
| +6% | +$10.2M | 0.67% | 17 |
|
|
2015
Q3 | $166M | Buy |
3,230,163
+174,161
| +6% | +$8.94M | 0.68% | 19 |
|
|
2015
Q2 | $172M | Buy |
3,056,002
+412,125
| +16% | +$23.2M | 0.66% | 16 |
|
|
2015
Q1 | $144M | Buy |
2,643,877
+271,478
| +11% | +$14.8M | 0.63% | 18 |
|
|
2014
Q4 | $130M | Buy |
2,372,399
+979,526
| +70% | +$53.7M | 0.64% | 19 |
|
|
2014
Q3 | $72.2M | Buy |
1,392,873
+107,361
| +8% | +$5.57M | 0.42% | 42 |
|
|
2014
Q2 | $67.6M | Buy |
1,285,512
+64,158
| +5% | +$3.37M | 0.42% | 38 |
|
|
2014
Q1 | $60.8M | Buy |
1,221,354
+59,112
| +5% | +$2.94M | 0.42% | 40 |
|
|
2013
Q4 | $52.8M | Buy |
1,162,242
+41,091
| +4% | +$1.87M | 0.4% | 42 |
|
|
2013
Q3 | $46.3M | Sell |
1,121,151
-17,176
| -2% | -$710K | 0.4% | 41 |
|
|
2013
Q2 | $47M | Buy |
+1,138,327
| New | +$47M | 0.44% | 36 |
|