Sigma Planning Corp’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 | $4.55M | Buy |
56,835
+3,623
| +7% | +$290K | 0.14% | 155 |
|
|
2025
Q1 | $3.82M | Buy |
53,212
+3,781
| +8% | +$271K | 0.12% | 177 |
|
|
2024
Q4 | $3.47M | Sell |
49,431
-7,800
| -14% | -$548K | 0.11% | 186 |
|
|
2024
Q3 | $3.23M | Sell |
57,231
-2,626
| -4% | -$148K | 0.1% | 199 |
|
|
2024
Q2 | $3.55M | Sell |
59,857
-4,482
| -7% | -$266K | 0.11% | 182 |
|
|
2024
Q1 | $3.73M | Buy |
64,339
+35,206
| +121% | +$2.04M | 0.12% | 185 |
|
|
2023
Q4 | $1.43M | Sell |
29,133
-39,167
| -57% | -$1.93M | 0.11% | 197 |
|
|
2023
Q3 | $2.79M | Buy |
68,300
+149
| +0.2% | +$6.09K | 0.1% | 198 |
|
|
2023
Q2 | $2.91M | Sell |
68,151
-16,880
| -20% | -$720K | 0.1% | 212 |
|
|
2023
Q1 | $3.18M | Sell |
85,031
-753
| -0.9% | -$28.1K | 0.11% | 192 |
|
|
2022
Q4 | $3.54M | Buy |
85,784
+3,147
| +4% | +$130K | 0.13% | 176 |
|
|
2022
Q3 | $3.32M | Buy |
82,637
+302
| +0.4% | +$12.1K | 0.13% | 174 |
|
|
2022
Q2 | $3.23M | Sell |
82,335
-4,908
| -6% | -$192K | 0.11% | 190 |
|
|
2022
Q1 | $4.23M | Buy |
87,243
+5,810
| +7% | +$282K | 0.13% | 167 |
|
|
2021
Q4 | $3.91M | Sell |
81,433
-14,780
| -15% | -$709K | 0.11% | 192 |
|
|
2021
Q3 | $4.47M | Buy |
96,213
+27,449
| +40% | +$1.27M | 0.13% | 161 |
|
|
2021
Q2 | $3.11M | Buy |
68,764
+9,037
| +15% | +$409K | 0.09% | 235 |
|
|
2021
Q1 | $2.33M | Buy |
59,727
+2,025
| +4% | +$79.1K | 0.07% | 283 |
|
|
2020
Q4 | $1.74M | Sell |
57,702
-14,716
| -20% | -$444K | 0.06% | 300 |
|
|
2020
Q3 | $1.7M | Sell |
72,418
-35,471
| -33% | -$834K | 0.07% | 268 |
|
|
2020
Q2 | $2.76M | Buy |
107,889
+59,201
| +122% | +$1.52M | 0.12% | 176 |
|
|
2020
Q1 | $1.4M | Sell |
48,688
-847
| -2% | -$24.3K | 0.08% | 251 |
|
|
2019
Q4 | $2.67M | Buy |
49,535
+5,721
| +13% | +$308K | 0.11% | 187 |
|
|
2019
Q3 | $2.21M | Sell |
43,814
-6,248
| -12% | -$315K | 0.11% | 203 |
|
|
2019
Q2 | $2.37M | Buy |
50,062
+11,621
| +30% | +$550K | 0.12% | 185 |
|
|
2019
Q1 | $1.86M | Buy |
38,441
+2,079
| +6% | +$100K | 0.11% | 211 |
|
|
2018
Q4 | $1.68M | Sell |
36,362
-660
| -2% | -$30.4K | 0.12% | 177 |
|
|
2018
Q3 | $1.95M | Sell |
37,022
-10
| -0% | -$526 | 0.11% | 188 |
|
|
2018
Q2 | $2.05M | Sell |
37,032
-1,546
| -4% | -$85.7K | 0.14% | 174 |
|
|
2018
Q1 | $2.02M | Sell |
38,578
-998
| -3% | -$52.3K | 0.15% | 159 |
|
|
2017
Q4 | $2.4M | Buy |
39,576
+2,718
| +7% | +$165K | 0.19% | 140 |
|
|
2017
Q3 | $2.03M | Sell |
36,858
-49
| -0.1% | -$2.7K | 0.17% | 153 |
|
|
2017
Q2 | $2.05M | Buy |
36,907
+745
| +2% | +$41.3K | 0.19% | 134 |
|
|
2017
Q1 | $2.01M | Sell |
36,162
-454
| -1% | -$25.3K | 0.19% | 131 |
|
|
2016
Q4 | $2.02M | Sell |
36,616
-6,626
| -15% | -$365K | 0.22% | 109 |
|
|
2016
Q3 | $1.92M | Sell |
43,242
-3,076
| -7% | -$136K | 0.23% | 102 |
|
|
2016
Q2 | $2.19M | Buy |
46,318
+1,947
| +4% | +$92.1K | 0.29% | 77 |
|
|
2016
Q1 | $2.15M | Sell |
44,371
-1,924
| -4% | -$93.1K | 0.29% | 77 |
|
|
2015
Q4 | $2.52M | Buy |
46,295
+1,512
| +3% | +$82.2K | 0.35% | 58 |
|
|
2015
Q3 | $2.3M | Sell |
44,783
-4,293
| -9% | -$220K | 0.36% | 57 |
|
|
2015
Q2 | $2.76M | Buy |
49,076
+4,053
| +9% | +$228K | 0.38% | 61 |
|
|
2015
Q1 | $2.45M | Buy |
45,023
+5,145
| +13% | +$280K | 0.32% | 64 |
|
|
2014
Q4 | $2.19M | Buy |
+39,878
| New | +$2.19M | 0.29% | 91 |
|