Savant Capital’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 | $8.29M | Buy |
103,466
+2,990
| +3% | +$240K | 0.05% | 208 |
|
|
2025
Q1 | $7.21M | Buy |
100,476
+4,709
| +5% | +$338K | 0.05% | 214 |
|
|
2024
Q4 | $6.73M | Buy |
95,767
+6,075
| +7% | +$427K | 0.05% | 197 |
|
|
2024
Q3 | $5.07M | Sell |
89,692
-991
| -1% | -$56K | 0.04% | 223 |
|
|
2024
Q2 | $5.39M | Sell |
90,683
-69
| -0.1% | -$4.1K | 0.05% | 193 |
|
|
2024
Q1 | $5.26M | Buy |
90,752
+5,936
| +7% | +$344K | 0.06% | 184 |
|
|
2023
Q4 | $4.17M | Sell |
84,816
-1,381
| -2% | -$68K | 0.05% | 190 |
|
|
2023
Q3 | $3.52M | Sell |
86,197
-886
| -1% | -$36.2K | 0.05% | 196 |
|
|
2023
Q2 | $3.72M | Buy |
87,083
+12,260
| +16% | +$523K | 0.06% | 190 |
|
|
2023
Q1 | $2.8M | Buy |
74,823
+12,503
| +20% | +$467K | 0.05% | 186 |
|
|
2022
Q4 | $2.36M | Buy |
62,320
+4,580
| +8% | +$174K | 0.06% | 147 |
|
|
2022
Q3 | $2.32M | Buy |
57,740
+1,292
| +2% | +$52K | 0.07% | 134 |
|
|
2022
Q2 | $2.21M | Buy |
56,448
+3,428
| +6% | +$134K | 0.07% | 142 |
|
|
2022
Q1 | $2.57M | Buy |
53,020
+679
| +1% | +$32.9K | 0.08% | 129 |
|
|
2021
Q4 | $2.51M | Buy |
52,341
+2,822
| +6% | +$135K | 0.08% | 130 |
|
|
2021
Q3 | $2.3M | Buy |
49,519
+1,767
| +4% | +$82K | 0.08% | 130 |
|
|
2021
Q2 | $2.16M | Buy |
47,752
+1,174
| +3% | +$53.2K | 0.09% | 129 |
|
|
2021
Q1 | $1.82M | Buy |
46,578
+56
| +0.1% | +$2.19K | 0.1% | 137 |
|
|
2020
Q4 | $1.4M | Sell |
46,522
-3,294
| -7% | -$99.4K | 0.08% | 151 |
|
|
2020
Q3 | $1.17M | Buy |
49,816
+698
| +1% | +$16.4K | 0.08% | 159 |
|
|
2020
Q2 | $1.26M | Sell |
49,118
-3,624
| -7% | -$92.7K | 0.1% | 144 |
|
|
2020
Q1 | $1.51M | Buy |
52,742
+6,136
| +13% | +$176K | 0.14% | 122 |
|
|
2019
Q4 | $2.51M | Buy |
46,606
+1,420
| +3% | +$76.4K | 0.31% | 74 |
|
|
2019
Q3 | $2.28M | Sell |
45,186
-684
| -1% | -$34.5K | 0.32% | 71 |
|
|
2019
Q2 | $2.17M | Sell |
45,870
-1,498
| -3% | -$70.9K | 0.31% | 70 |
|
|
2019
Q1 | $2.29M | Buy |
47,368
+45
| +0.1% | +$2.18K | 0.43% | 54 |
|
|
2018
Q4 | $2.18M | Sell |
47,323
-585
| -1% | -$27K | 0.46% | 54 |
|
|
2018
Q3 | $2.52M | Sell |
47,908
-406
| -0.8% | -$21.3K | 0.45% | 50 |
|
|
2018
Q2 | $2.68M | Sell |
48,314
-250
| -0.5% | -$13.9K | 0.57% | 36 |
|
|
2018
Q1 | $2.55M | Buy |
48,564
+599
| +1% | +$31.4K | 0.54% | 39 |
|
|
2017
Q4 | $2.91M | Sell |
47,965
-1,765
| -4% | -$107K | 0.61% | 31 |
|
|
2017
Q3 | $2.74M | Buy |
49,730
+210
| +0.4% | +$11.6K | 0.62% | 30 |
|
|
2017
Q2 | $2.74M | Buy |
49,520
+182
| +0.4% | +$10.1K | 0.65% | 30 |
|
|
2017
Q1 | $2.75M | Buy |
49,338
+217
| +0.4% | +$12.1K | 0.68% | 29 |
|
|
2016
Q4 | $2.71M | Sell |
49,121
-327
| -0.7% | -$18K | 0.73% | 27 |
|
|
2016
Q3 | $2.19M | Buy |
49,448
+843
| +2% | +$37.3K | 0.6% | 33 |
|
|
2016
Q2 | $2.3M | Buy |
48,605
+1,787
| +4% | +$84.6K | 0.66% | 31 |
|
|
2016
Q1 | $2.26M | Sell |
46,818
-3,559
| -7% | -$172K | 0.69% | 28 |
|
|
2015
Q4 | $2.74M | Buy |
50,377
+2,237
| +5% | +$122K | 0.85% | 21 |
|
|
2015
Q3 | $2.47M | Buy |
48,140
+715
| +2% | +$36.7K | 0.89% | 19 |
|
|
2015
Q2 | $2.67M | Sell |
47,425
-967
| -2% | -$54.4K | 0.9% | 17 |
|
|
2015
Q1 | $2.63M | Buy |
48,392
+257
| +0.5% | +$14K | 0.93% | 15 |
|
|
2014
Q4 | $2.64M | Sell |
48,135
-450
| -0.9% | -$24.7K | 1% | 15 |
|
|
2014
Q3 | $2.52M | Sell |
48,585
-48
| -0.1% | -$2.49K | 1.07% | 15 |
|
|
2014
Q2 | $2.56M | Sell |
48,633
-159
| -0.3% | -$8.36K | 1.11% | 15 |
|
|
2014
Q1 | $2.43M | Sell |
48,792
-1,355
| -3% | -$67.4K | 1.12% | 14 |
|
|
2013
Q4 | $2.28M | Sell |
50,147
-785
| -2% | -$35.6K | 1.12% | 14 |
|
|
2013
Q3 | $2.11M | Buy |
50,932
+88
| +0.2% | +$3.64K | 1.15% | 16 |
|
|
2013
Q2 | $2.1M | Buy |
+50,844
| New | +$2.1M | 1.22% | 14 |
|