Raymond James Financial Services Advisors’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 | $37.7M | Sell |
666,685
-55,512
| -8% | -$3.14M | 0.05% | 347 |
|
|
2024
Q2 | $42.9M | Buy |
722,197
+16,603
| +2% | +$986K | 0.06% | 300 |
|
|
2024
Q1 | $40.9M | Buy |
705,594
+28,966
| +4% | +$1.68M | 0.06% | 298 |
|
|
2023
Q4 | $33.3M | Buy |
676,628
+42,394
| +7% | +$2.09M | 0.05% | 331 |
|
|
2023
Q3 | $25.9M | Sell |
634,234
-21,692
| -3% | -$886K | 0.05% | 374 |
|
|
2023
Q2 | $28M | Sell |
655,926
-2,859
| -0.4% | -$122K | 0.05% | 362 |
|
|
2023
Q1 | $24.6M | Buy |
658,785
+33,830
| +5% | +$1.26M | 0.05% | 376 |
|
|
2022
Q4 | $25.8M | Buy |
624,955
+15,809
| +3% | +$653K | 0.05% | 356 |
|
|
2022
Q3 | $24.5M | Buy |
609,146
+15,989
| +3% | +$643K | 0.05% | 333 |
|
|
2022
Q2 | $23.2M | Buy |
593,157
+48,555
| +9% | +$1.9M | 0.05% | 365 |
|
|
2022
Q1 | $26.4M | Buy |
544,602
+21,599
| +4% | +$1.05M | 0.05% | 363 |
|
|
2021
Q4 | $25.1M | Sell |
523,003
-11,771
| -2% | -$565K | 0.05% | 382 |
|
|
2021
Q3 | $24.8M | Sell |
534,774
-101,045
| -16% | -$4.69M | 0.05% | 360 |
|
|
2021
Q2 | $28.8M | Sell |
635,819
-139,488
| -18% | -$6.32M | 0.06% | 323 |
|
|
2021
Q1 | $30.3M | Buy |
775,307
+92,330
| +14% | +$3.61M | 0.07% | 290 |
|
|
2020
Q4 | $20.6M | Sell |
682,977
-157,045
| -19% | -$4.74M | 0.05% | 346 |
|
|
2020
Q3 | $19.7M | Sell |
840,022
-267,944
| -24% | -$6.3M | 0.06% | 321 |
|
|
2020
Q2 | $28.4M | Buy |
1,107,966
+240,204
| +28% | +$6.15M | 0.09% | 232 |
|
|
2020
Q1 | $24.9M | Buy |
867,762
+187,749
| +28% | +$5.39M | 0.11% | 188 |
|
|
2019
Q4 | $36.6M | Buy |
680,013
+62,027
| +10% | +$3.34M | 0.12% | 179 |
|
|
2019
Q3 | $31.2M | Buy |
617,986
+18,126
| +3% | +$914K | 0.11% | 185 |
|
|
2019
Q2 | $28.4M | Buy |
599,860
+13,446
| +2% | +$636K | 0.11% | 199 |
|
|
2019
Q1 | $28.3M | Buy |
586,414
+35,000
| +6% | +$1.69M | 0.12% | 194 |
|
|
2018
Q4 | $25.4M | Buy |
551,414
+26,150
| +5% | +$1.2M | 0.13% | 168 |
|
|
2018
Q3 | $27.6M | Buy |
525,264
+9,410
| +2% | +$495K | 0.12% | 167 |
|
|
2018
Q2 | $28.6M | Buy |
515,854
+1,301
| +0.3% | +$72.1K | 0.15% | 146 |
|
|
2018
Q1 | $27M | Buy |
514,553
+43,092
| +9% | +$2.26M | 0.15% | 136 |
|
|
2017
Q4 | $28.6M | Sell |
471,461
-38,648
| -8% | -$2.34M | 0.18% | 121 |
|
|
2017
Q3 | $28.1M | Buy |
510,109
+10,969
| +2% | +$605K | 0.18% | 121 |
|
|
2017
Q2 | $27.7M | Sell |
499,140
-16,690
| -3% | -$925K | 0.19% | 116 |
|
|
2017
Q1 | $28.7M | Buy |
515,830
+2,328
| +0.5% | +$130K | 0.22% | 104 |
|
|
2016
Q4 | $28.3M | Sell |
513,502
-70,232
| -12% | -$3.87M | 0.24% | 94 |
|
|
2016
Q3 | $25.8M | Buy |
583,734
+27,447
| +5% | +$1.22M | 0.23% | 98 |
|
|
2016
Q2 | $26.3M | Buy |
556,287
+11,606
| +2% | +$549K | 0.25% | 87 |
|
|
2016
Q1 | $26.3M | Sell |
544,681
-1,869
| -0.3% | -$90.4K | 0.3% | 73 |
|
|
2015
Q4 | $29.7M | Buy |
546,550
+144,276
| +36% | +$7.84M | 0.35% | 62 |
|
|
2015
Q3 | $20.7M | Buy |
402,274
+269,650
| +203% | +$13.8M | 0.35% | 65 |
|
|
2015
Q2 | $7.46M | Sell |
132,624
-10,044
| -7% | -$565K | 0.53% | 36 |
|
|
2015
Q1 | $7.76M | Buy |
142,668
+1,575
| +1% | +$85.7K | 0.38% | 65 |
|
|
2014
Q4 | $7.74M | Sell |
141,093
-7
| -0% | -$384 | 0.4% | 65 |
|
|
2014
Q3 | $7.32M | Sell |
141,100
-691
| -0.5% | -$35.8K | 0.4% | 66 |
|
|
2014
Q2 | $7.45M | Buy |
141,791
+1,783
| +1% | +$93.7K | 0.44% | 59 |
|
|
2014
Q1 | $6.96M | Sell |
140,008
-8,368
| -6% | -$416K | 0.41% | 63 |
|
|
2013
Q4 | $6.74M | Buy |
148,376
+8,807
| +6% | +$400K | 0.41% | 61 |
|
|
2013
Q3 | $5.77M | Sell |
139,569
-87,781
| -39% | -$3.63M | 0.38% | 66 |
|
|
2013
Q2 | $9.38M | Buy |
+227,350
| New | +$9.38M | 0.27% | 80 |
|