SEI Investments’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 | $127M | Buy |
1,580,087
+66,074
| +4% | +$5.29M | 0.15% | 142 |
|
|
2025
Q1 | $109M | Buy |
1,514,013
+192,437
| +15% | +$13.8M | 0.14% | 148 |
|
|
2024
Q4 | $92.8M | Sell |
1,321,576
-399,117
| -23% | -$28M | 0.12% | 173 |
|
|
2024
Q3 | $97.2M | Buy |
1,720,693
+15,157
| +0.9% | +$856K | 0.13% | 162 |
|
|
2024
Q2 | $101M | Sell |
1,705,536
-268,695
| -14% | -$16M | 0.14% | 139 |
|
|
2024
Q1 | $114M | Buy |
1,974,231
+30,423
| +2% | +$1.76M | 0.17% | 118 |
|
|
2023
Q4 | $95.7M | Buy |
1,943,808
+143,357
| +8% | +$7.06M | 0.15% | 118 |
|
|
2023
Q3 | $73.6M | Sell |
1,800,451
-218,976
| -11% | -$8.95M | 0.13% | 134 |
|
|
2023
Q2 | $86.2M | Sell |
2,019,427
-1,692
| -0.1% | -$72.2K | 0.15% | 116 |
|
|
2023
Q1 | $75.5M | Buy |
2,021,119
+116,940
| +6% | +$4.37M | 0.14% | 130 |
|
|
2022
Q4 | $78.6M | Sell |
1,904,179
-214,805
| -10% | -$8.87M | 0.17% | 105 |
|
|
2022
Q3 | $85.2M | Buy |
2,118,984
+88,965
| +4% | +$3.58M | 0.19% | 86 |
|
|
2022
Q2 | $79.6M | Buy |
2,030,019
+578
| +0% | +$22.7K | 0.17% | 97 |
|
|
2022
Q1 | $98.3M | Sell |
2,029,441
-1,196,642
| -37% | -$58M | 0.2% | 86 |
|
|
2021
Q4 | $155M | Buy |
3,226,083
+83,971
| +3% | +$4.03M | 0.29% | 57 |
|
|
2021
Q3 | $146M | Buy |
3,142,112
+1,449,657
| +86% | +$67.3M | 0.31% | 51 |
|
|
2021
Q2 | $76.7M | Buy |
1,692,455
+169,504
| +11% | +$7.68M | 0.17% | 109 |
|
|
2021
Q1 | $59.3M | Sell |
1,522,951
-30,333
| -2% | -$1.18M | 0.15% | 122 |
|
|
2020
Q4 | $46.8M | Sell |
1,553,284
-69,593
| -4% | -$2.1M | 0.12% | 163 |
|
|
2020
Q3 | $38M | Sell |
1,622,877
-137,803
| -8% | -$3.23M | 0.11% | 163 |
|
|
2020
Q2 | $45M | Sell |
1,760,680
-289,117
| -14% | -$7.38M | 0.14% | 130 |
|
|
2020
Q1 | $58.7M | Buy |
2,049,797
+366,708
| +22% | +$10.5M | 0.22% | 79 |
|
|
2019
Q4 | $90.6M | Buy |
1,683,089
+261,464
| +18% | +$14.1M | 0.27% | 59 |
|
|
2019
Q3 | $71.8M | Sell |
1,421,625
-21,323
| -1% | -$1.08M | 0.18% | 90 |
|
|
2019
Q2 | $68.3M | Sell |
1,442,948
-103,780
| -7% | -$4.91M | 0.22% | 74 |
|
|
2019
Q1 | $74.8M | Buy |
1,546,728
+120,607
| +8% | +$5.83M | 0.25% | 63 |
|
|
2018
Q4 | $72.1M | Buy |
1,426,121
+144,413
| +11% | +$7.3M | 0.26% | 62 |
|
|
2018
Q3 | $67.3M | Sell |
1,281,708
-256,639
| -17% | -$13.5M | 0.24% | 62 |
|
|
2018
Q2 | $85.3M | Buy |
1,538,347
+234,755
| +18% | +$13M | 0.29% | 56 |
|
|
2018
Q1 | $68.3M | Sell |
1,303,592
-307,820
| -19% | -$16.1M | 0.26% | 63 |
|
|
2017
Q4 | $97.8M | Sell |
1,611,412
-248,137
| -13% | -$15.1M | 0.34% | 49 |
|
|
2017
Q3 | $103M | Buy |
1,859,549
+67,489
| +4% | +$3.72M | 0.36% | 49 |
|
|
2017
Q2 | $99.3M | Sell |
1,792,060
-199,031
| -10% | -$11M | 0.4% | 40 |
|
|
2017
Q1 | $111M | Buy |
1,991,091
+211,424
| +12% | +$11.8M | 0.49% | 25 |
|
|
2016
Q4 | $98.1M | Buy |
1,779,667
+330,939
| +23% | +$18.2M | 0.47% | 23 |
|
|
2016
Q3 | $64.2M | Buy |
1,448,728
+488,597
| +51% | +$21.6M | 0.33% | 59 |
|
|
2016
Q2 | $45.4M | Sell |
960,131
-177,915
| -16% | -$8.42M | 0.27% | 76 |
|
|
2016
Q1 | $55M | Sell |
1,138,046
-134,618
| -11% | -$6.51M | 0.34% | 53 |
|
|
2015
Q4 | $69.2M | Buy |
1,272,664
+911,952
| +253% | +$49.6M | 0.42% | 34 |
|
|
2015
Q3 | $18.5M | Sell |
360,712
-237,465
| -40% | -$12.2M | 0.17% | 144 |
|
|
2015
Q2 | $33.6M | Sell |
598,177
-57,180
| -9% | -$3.22M | 0.3% | 81 |
|
|
2015
Q1 | $35.7M | Buy |
655,357
+186,940
| +40% | +$10.2M | 0.31% | 75 |
|
|
2014
Q4 | $25.7M | Buy |
+468,417
| New | +$25.7M | 0.23% | 113 |
|