Rehmann Capital Advisory Group’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 | $3.13M | Buy |
39,035
+3,736
| +11% | +$299K | 0.19% | 89 |
|
|
2025
Q1 | $2.53M | Buy |
35,299
+2,978
| +9% | +$214K | 0.16% | 108 |
|
|
2024
Q4 | $2.27M | Buy |
32,321
+1,495
| +5% | +$105K | 0.14% | 114 |
|
|
2024
Q3 | $1.75M | Buy |
30,826
+521
| +2% | +$29.5K | 0.11% | 137 |
|
|
2024
Q2 | $1.8M | Sell |
30,305
-196
| -0.6% | -$11.6K | 0.13% | 128 |
|
|
2024
Q1 | $1.77M | Buy |
30,501
+904
| +3% | +$52.4K | 0.13% | 129 |
|
|
2023
Q4 | $1.46M | Buy |
29,597
+418
| +1% | +$20.6K | 0.12% | 140 |
|
|
2023
Q3 | $1.19M | Buy |
29,179
+1,248
| +4% | +$51K | 0.11% | 141 |
|
|
2023
Q2 | $1.19M | Buy |
27,931
+709
| +3% | +$30.3K | 0.11% | 159 |
|
|
2023
Q1 | $1.02M | Buy |
27,222
+1,311
| +5% | +$49K | 0.1% | 185 |
|
|
2022
Q4 | $1.07M | Buy |
25,911
+195
| +0.8% | +$8.05K | 0.11% | 166 |
|
|
2022
Q3 | $1.03M | Buy |
25,716
+2,585
| +11% | +$104K | 0.11% | 157 |
|
|
2022
Q2 | $906K | Sell |
23,131
-668
| -3% | -$26.2K | 0.1% | 175 |
|
|
2022
Q1 | $1.15M | Buy |
23,799
+1,053
| +5% | +$51K | 0.11% | 163 |
|
|
2021
Q4 | $1.09M | Buy |
22,746
+956
| +4% | +$45.9K | 0.1% | 181 |
|
|
2021
Q3 | $1.01M | Buy |
21,790
+1,534
| +8% | +$71.2K | 0.1% | 182 |
|
|
2021
Q2 | $918K | Sell |
20,256
-14
| -0.1% | -$634 | 0.09% | 200 |
|
|
2021
Q1 | $799K | Buy |
20,270
+429
| +2% | +$16.9K | 0.08% | 206 |
|
|
2020
Q4 | $599K | Sell |
19,841
-2,206
| -10% | -$66.6K | 0.07% | 232 |
|
|
2020
Q3 | $518K | Sell |
22,047
-2,775
| -11% | -$65.2K | 0.07% | 242 |
|
|
2020
Q2 | $635K | Sell |
24,822
-58
| -0.2% | -$1.49K | 0.09% | 198 |
|
|
2020
Q1 | $714K | Buy |
+24,880
| New | +$714K | 0.12% | 147 |
|
|
2019
Q3 | $1.15M | Buy |
22,861
+148
| +0.7% | +$7.47K | 0.14% | 74 |
|
|
2019
Q2 | $1.07M | Sell |
22,713
-136
| -0.6% | -$6.44K | 0.13% | 126 |
|
|
2019
Q1 | $1.1M | Buy |
22,849
+3,364
| +17% | +$163K | 0.15% | 112 |
|
|
2018
Q4 | $898K | Sell |
19,485
-17,854
| -48% | -$823K | 0.13% | 85 |
|
|
2018
Q3 | $1.96M | Buy |
37,339
+2,235
| +6% | +$117K | 0.27% | 59 |
|
|
2018
Q2 | $1.95M | Buy |
35,104
+3,425
| +11% | +$190K | 0.28% | 63 |
|
|
2018
Q1 | $1.66M | Buy |
31,679
+2,709
| +9% | +$142K | 0.26% | 72 |
|
|
2017
Q4 | $1.76M | Buy |
28,970
+581
| +2% | +$35.3K | 0.3% | 67 |
|
|
2017
Q3 | $1.57M | Buy |
28,389
+393
| +1% | +$21.7K | 0.28% | 72 |
|
|
2017
Q2 | $1.55M | Sell |
27,996
-3,760
| -12% | -$208K | 0.3% | 69 |
|
|
2017
Q1 | $1.77M | Buy |
31,756
+1,742
| +6% | +$97K | 0.3% | 69 |
|
|
2016
Q4 | $1.65M | Sell |
30,014
-1,247
| -4% | -$68.7K | 0.3% | 69 |
|
|
2016
Q3 | $1.38M | Sell |
31,261
-2,736
| -8% | -$121K | 0.27% | 77 |
|
|
2016
Q2 | $1.61M | Buy |
33,997
+4,398
| +15% | +$208K | 0.3% | 68 |
|
|
2016
Q1 | $1.43M | Buy |
29,599
+1,240
| +4% | +$59.9K | 0.28% | 77 |
|
|
2015
Q4 | $1.54M | Buy |
28,359
+550
| +2% | +$29.9K | 0.32% | 63 |
|
|
2015
Q3 | $1.43M | Sell |
27,809
-284
| -1% | -$14.6K | 0.32% | 65 |
|
|
2015
Q2 | $1.58M | Buy |
28,093
+1,642
| +6% | +$92.3K | 0.36% | 60 |
|
|
2015
Q1 | $1.44M | Sell |
26,451
-618
| -2% | -$33.6K | 0.33% | 64 |
|
|
2014
Q4 | $1.48M | Buy |
27,069
+427
| +2% | +$23.4K | 0.34% | 61 |
|
|
2014
Q3 | $1.38M | Buy |
26,642
+791
| +3% | +$41K | 0.33% | 68 |
|
|
2014
Q2 | $1.36M | Sell |
25,851
-1,435
| -5% | -$75.4K | 0.32% | 68 |
|
|
2014
Q1 | $1.36M | Buy |
27,286
+1,569
| +6% | +$78K | 0.37% | 62 |
|
|
2013
Q4 | $1.17M | Buy |
25,717
+456
| +2% | +$20.7K | 0.35% | 64 |
|
|
2013
Q3 | $1.04M | Sell |
25,261
-168
| -0.7% | -$6.94K | 0.34% | 62 |
|
|
2013
Q2 | $1.05M | Buy |
+25,429
| New | +$1.05M | 0.36% | 62 |
|