Schroder Investment Management Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $123M | Sell |
1,712,499
-124,522
| -7% | -$8.94M | 0.12% | 143 |
|
|
2024
Q4 | $129M | Sell |
1,837,021
-47,365
| -3% | -$3.33M | 0.12% | 145 |
|
|
2024
Q3 | $106M | Sell |
1,884,386
-157,600
| -8% | -$8.9M | 0.11% | 162 |
|
|
2024
Q2 | $121M | Buy |
2,041,986
+171,626
| +9% | +$10.2M | 0.13% | 142 |
|
|
2024
Q1 | $108M | Sell |
1,870,360
-49,296
| -3% | -$2.86M | 0.13% | 145 |
|
|
2023
Q4 | $94.5M | Sell |
1,919,656
-453,340
| -19% | -$22.3M | 0.12% | 161 |
|
|
2023
Q3 | $97M | Buy |
2,372,996
+6,515
| +0.3% | +$266K | 0.14% | 137 |
|
|
2023
Q2 | $101M | Buy |
2,366,481
+176,418
| +8% | +$7.53M | 0.14% | 150 |
|
|
2023
Q1 | $81.9M | Sell |
2,190,063
-35,219
| -2% | -$1.32M | 0.12% | 171 |
|
|
2022
Q4 | $91.9M | Buy |
2,225,282
+155,259
| +8% | +$6.41M | 0.15% | 148 |
|
|
2022
Q3 | $83.3M | Buy |
2,070,023
+157,283
| +8% | +$6.33M | 0.14% | 147 |
|
|
2022
Q2 | $76M | Buy |
1,912,740
+1,562,665
| +446% | +$62.1M | 0.12% | 177 |
|
|
2022
Q1 | $17.5M | Buy |
350,075
+38,189
| +12% | +$1.91M | 0.02% | 533 |
|
|
2021
Q4 | $15M | Sell |
311,886
-268,227
| -46% | -$12.9M | 0.02% | 534 |
|
|
2021
Q3 | $26.9M | Sell |
580,113
-276,880
| -32% | -$12.8M | 0.04% | 422 |
|
|
2021
Q2 | $38.8M | Sell |
856,993
-76,208
| -8% | -$3.45M | 0.05% | 360 |
|
|
2021
Q1 | $36.5M | Sell |
933,201
-232,863
| -20% | -$9.1M | 0.05% | 366 |
|
|
2020
Q4 | $35.2M | Sell |
1,166,064
-61,055
| -5% | -$1.84M | 0.05% | 344 |
|
|
2020
Q3 | $29.4M | Sell |
1,227,119
-979,646
| -44% | -$23.5M | 0.05% | 356 |
|
|
2020
Q2 | $56.5M | Buy |
2,206,765
+632,526
| +40% | +$16.2M | 0.1% | 205 |
|
|
2020
Q1 | $45.1M | Buy |
1,574,239
+2,453
| +0.2% | +$70.2K | 0.1% | 216 |
|
|
2019
Q4 | $84.6M | Sell |
1,571,786
-2,422,873
| -61% | -$130M | 0.14% | 167 |
|
|
2019
Q3 | $203M | Sell |
3,994,659
-1,032,783
| -21% | -$52.4M | 0.36% | 58 |
|
|
2019
Q2 | $238M | Sell |
5,027,442
-142,070
| -3% | -$6.72M | 0.43% | 49 |
|
|
2019
Q1 | $250M | Sell |
5,169,512
-127,673
| -2% | -$6.17M | 0.44% | 51 |
|
|
2018
Q4 | $244K | Buy |
5,297,185
+570,582
| +12% | +$26.3K | 0.44% | 43 |
|
|
2018
Q3 | $248M | Sell |
4,726,603
-1,193,050
| -20% | -$62.7M | 0.43% | 50 |
|
|
2018
Q2 | $317M | Sell |
5,919,653
-235,389
| -4% | -$12.6M | 0.56% | 30 |
|
|
2018
Q1 | $323M | Sell |
6,155,042
-526,524
| -8% | -$27.6M | 0.56% | 29 |
|
|
2017
Q4 | $405M | Sell |
6,681,566
-623,404
| -9% | -$37.8M | 0.66% | 24 |
|
|
2017
Q3 | $396M | Buy |
7,304,970
+19,577
| +0.3% | +$1.06M | 0.69% | 24 |
|
|
2017
Q2 | $406M | Buy |
7,285,393
+1,304,774
| +22% | +$72.8M | 0.73% | 20 |
|
|
2017
Q1 | $336M | Buy |
5,980,619
+205,930
| +4% | +$11.6M | 0.6% | 26 |
|
|
2016
Q4 | $318M | Sell |
5,774,689
-4,451,469
| -44% | -$245M | 0.61% | 30 |
|
|
2016
Q3 | $453M | Sell |
10,226,158
-339,388
| -3% | -$15M | 0.85% | 16 |
|
|
2016
Q2 | $500M | Buy |
10,565,546
+920,049
| +10% | +$43.5M | 1% | 12 |
|
|
2016
Q1 | $469M | Buy |
9,645,497
+1,113,669
| +13% | +$54.2M | 0.97% | 13 |
|
|
2015
Q4 | $464M | Buy |
8,531,828
+575,038
| +7% | +$31.3M | 0.96% | 13 |
|
|
2015
Q3 | $409M | Sell |
7,956,790
-30,878
| -0.4% | -$1.59M | 0.86% | 14 |
|
|
2015
Q2 | $448M | Buy |
7,987,668
+668,910
| +9% | +$37.5M | 0.88% | 14 |
|
|
2015
Q1 | $396M | Buy |
7,318,758
+936,016
| +15% | +$50.7M | 0.77% | 17 |
|
|
2014
Q4 | $350M | Buy |
6,382,742
+1,081,836
| +20% | +$59.3M | 0.69% | 21 |
|
|
2014
Q3 | $275M | Buy |
5,300,906
+293,181
| +6% | +$15.2M | 0.37% | 57 |
|
|
2014
Q2 | $265M | Buy |
5,007,725
+964,380
| +24% | +$51M | 0.33% | 55 |
|
|
2014
Q1 | $201M | Buy |
4,043,345
+375,754
| +10% | +$18.7M | 0.23% | 82 |
|
|
2013
Q4 | $167M | Buy |
3,667,591
+289,098
| +9% | +$13.1M | 0.21% | 91 |
|
|
2013
Q3 | $140M | Sell |
3,378,493
-827,487
| -20% | -$34.2M | 0.34% | 72 |
|
|
2013
Q2 | $174M | Buy |
+4,205,980
| New | +$174M | 0.46% | 44 |
|