Scotia 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 | $21.7M | Sell |
270,882
-1,504
| -0.6% | -$120K | 0.1% | 116 |
|
2025
Q1 | $19.6M | Buy |
272,386
+910
| +0.3% | +$65.3K | 0.1% | 120 |
|
2024
Q4 | $19.1M | Buy |
271,476
+11,737
| +5% | +$824K | 0.1% | 119 |
|
2024
Q3 | $14.7M | Sell |
259,739
-14,658
| -5% | -$828K | 0.08% | 145 |
|
2024
Q2 | $16.3M | Sell |
274,397
-37,090
| -12% | -$2.2M | 0.1% | 125 |
|
2024
Q1 | $18.1M | Sell |
311,487
-12,507
| -4% | -$725K | 0.11% | 116 |
|
2023
Q4 | $15.9M | Sell |
323,994
-107,430
| -25% | -$5.29M | 0.1% | 120 |
|
2023
Q3 | $17.6M | Buy |
431,424
+130
| +0% | +$5.31K | 0.13% | 108 |
|
2023
Q2 | $18.4M | Sell |
431,294
-6,835
| -2% | -$292K | 0.13% | 108 |
|
2023
Q1 | $16.4M | Buy |
438,129
+7,215
| +2% | +$270K | 0.12% | 116 |
|
2022
Q4 | $17.8M | Sell |
430,914
-96,652
| -18% | -$3.99M | 0.14% | 106 |
|
2022
Q3 | $21.2M | Buy |
527,566
+717
| +0.1% | +$28.8K | 0.17% | 90 |
|
2022
Q2 | $20.6M | Buy |
526,849
+5,719
| +1% | +$224K | 0.15% | 97 |
|
2022
Q1 | $25.3M | Sell |
521,130
-226,950
| -30% | -$11M | 0.16% | 93 |
|
2021
Q4 | $35.9M | Buy |
748,080
+8,234
| +1% | +$395K | 0.24% | 73 |
|
2021
Q3 | $34.3M | Sell |
739,846
-65,008
| -8% | -$3.02M | 0.25% | 71 |
|
2021
Q2 | $36.5M | Buy |
804,854
+68,683
| +9% | +$3.11M | 0.27% | 68 |
|
2021
Q1 | $28.8M | Buy |
736,171
+38,225
| +5% | +$1.49M | 0.23% | 73 |
|
2020
Q4 | $21.1M | Sell |
697,946
-98,226
| -12% | -$2.96M | 0.19% | 86 |
|
2020
Q3 | $18.7M | Sell |
796,172
-340,186
| -30% | -$8M | 0.2% | 85 |
|
2020
Q2 | $29.1M | Buy |
1,136,358
+281,614
| +33% | +$7.22M | 0.41% | 54 |
|
2020
Q1 | $24.5M | Buy |
854,744
+185,714
| +28% | +$5.33M | 0.34% | 63 |
|
2019
Q4 | $36M | Buy |
669,030
+63,685
| +11% | +$3.43M | 0.4% | 54 |
|
2019
Q3 | $30.5M | Buy |
605,345
+54,264
| +10% | +$2.74M | 0.36% | 54 |
|
2019
Q2 | $26.1M | Buy |
551,081
+111,801
| +25% | +$5.29M | 0.32% | 61 |
|
2019
Q1 | $21.2M | Buy |
439,280
+43,100
| +11% | +$2.08M | 0.27% | 66 |
|
2018
Q4 | $18.3M | Buy |
396,180
+3,284
| +0.8% | +$151K | 0.27% | 70 |
|
2018
Q3 | $20.7M | Sell |
392,896
-56,679
| -13% | -$2.98M | 0.26% | 69 |
|
2018
Q2 | $23.4M | Buy |
449,575
+5,722
| +1% | +$298K | 0.33% | 61 |
|
2018
Q1 | $23.3M | Sell |
443,853
-100,349
| -18% | -$5.26M | 0.32% | 61 |
|
2017
Q4 | $33M | Sell |
544,202
-20,004
| -4% | -$1.21M | 0.44% | 49 |
|
2017
Q3 | $31.1M | Buy |
564,206
+10,137
| +2% | +$559K | 0.44% | 50 |
|
2017
Q2 | $30.7M | Buy |
554,069
+32,009
| +6% | +$1.77M | 0.52% | 43 |
|
2017
Q1 | $29.1M | Sell |
522,060
-71,294
| -12% | -$3.97M | 0.5% | 44 |
|
2016
Q4 | $32.7M | Sell |
593,354
-1,108
| -0.2% | -$61.1K | 0.52% | 38 |
|
2016
Q3 | $26.4M | Buy |
594,462
+105,036
| +21% | +$4.66M | 0.48% | 41 |
|
2016
Q2 | $23.2M | Buy |
489,426
+3,654
| +0.8% | +$173K | 0.47% | 47 |
|
2016
Q1 | $23.5M | Buy |
485,772
+94,161
| +24% | +$4.56M | 0.51% | 41 |
|
2015
Q4 | $19.9M | Sell |
391,611
-2,089
| -0.5% | -$106K | 0.45% | 42 |
|
2015
Q3 | $20.2M | Sell |
393,700
-19,339
| -5% | -$993K | 0.46% | 40 |
|
2015
Q2 | $23.1M | Buy |
413,039
+30,164
| +8% | +$1.69M | 0.46% | 37 |
|
2015
Q1 | $20.8M | Buy |
382,875
+33,527
| +10% | +$1.82M | 0.54% | 41 |
|
2014
Q4 | $19.2M | Buy |
349,348
+7,163
| +2% | +$393K | 0.5% | 42 |
|
2014
Q3 | $17.8M | Buy |
342,185
+9,094
| +3% | +$472K | 0.38% | 49 |
|
2014
Q2 | $17.5M | Buy |
333,091
+12,782
| +4% | +$672K | 0.38% | 50 |
|
2014
Q1 | $15.9M | Buy |
320,309
+24,593
| +8% | +$1.22M | 0.35% | 52 |
|
2013
Q4 | $13.4M | Buy |
295,716
+26,849
| +10% | +$1.22M | 0.32% | 56 |
|
2013
Q3 | $11.1M | Buy |
268,867
+28,915
| +12% | +$1.2M | 0.3% | 56 |
|
2013
Q2 | $9.91M | Buy |
+239,952
| New | +$9.91M | 0.38% | 54 |
|