Simmons Bank’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 | $508K | Sell |
6,343
-258
| -4% | -$20.7K | 0.04% | 235 |
|
2025
Q1 | $474K | Sell |
6,601
-100
| -1% | -$7.18K | 0.04% | 239 |
|
2024
Q4 | $471K | Sell |
6,701
-100
| -1% | -$7.02K | 0.03% | 243 |
|
2024
Q3 | $384K | Sell |
6,801
-300
| -4% | -$16.9K | 0.03% | 265 |
|
2024
Q2 | $422K | Sell |
7,101
-410
| -5% | -$24.4K | 0.03% | 254 |
|
2024
Q1 | $435K | Sell |
7,511
-1,494
| -17% | -$86.6K | 0.03% | 261 |
|
2023
Q4 | $443K | Sell |
9,005
-5,199
| -37% | -$256K | 0.04% | 251 |
|
2023
Q3 | $580K | Sell |
14,204
-641
| -4% | -$26.2K | 0.05% | 217 |
|
2023
Q2 | $634K | Sell |
14,845
-95
| -0.6% | -$4.06K | 0.05% | 217 |
|
2023
Q1 | $558K | Sell |
14,940
-1,534
| -9% | -$57.3K | 0.05% | 229 |
|
2022
Q4 | $680K | Sell |
16,474
-840
| -5% | -$34.7K | 0.06% | 215 |
|
2022
Q3 | $697K | Sell |
17,314
-300
| -2% | -$12.1K | 0.07% | 213 |
|
2022
Q2 | $689K | Sell |
17,614
-2,408
| -12% | -$94.2K | 0.06% | 224 |
|
2022
Q1 | $970K | Sell |
20,022
-200
| -1% | -$9.69K | 0.07% | 213 |
|
2021
Q4 | $970K | Sell |
20,222
-1,833
| -8% | -$87.9K | 0.07% | 213 |
|
2021
Q3 | $1.02M | Buy |
22,055
+324
| +1% | +$15K | 0.07% | 208 |
|
2021
Q2 | $984K | Sell |
21,731
-1,066
| -5% | -$48.3K | 0.07% | 219 |
|
2021
Q1 | $890K | Sell |
22,797
-31,272
| -58% | -$1.22M | 0.07% | 219 |
|
2020
Q4 | $1.63M | Sell |
54,069
-6,952
| -11% | -$210K | 0.13% | 151 |
|
2020
Q3 | $1.43M | Sell |
61,021
-3,514
| -5% | -$82.6K | 0.12% | 160 |
|
2020
Q2 | $1.65M | Buy |
64,535
+34,482
| +115% | +$883K | 0.14% | 145 |
|
2020
Q1 | $863K | Sell |
30,053
-4,837
| -14% | -$139K | 0.08% | 178 |
|
2019
Q4 | $1.88M | Sell |
34,890
-806
| -2% | -$43.4K | 0.17% | 128 |
|
2019
Q3 | $1.8M | Sell |
35,696
-21,847
| -38% | -$1.1M | 0.18% | 125 |
|
2019
Q2 | $2.72M | Sell |
57,543
-2,995
| -5% | -$142K | 0.26% | 84 |
|
2019
Q1 | $2.93M | Buy |
60,538
+400
| +0.7% | +$19.3K | 0.28% | 74 |
|
2018
Q4 | $2.77M | Sell |
60,138
-3,762
| -6% | -$173K | 0.31% | 65 |
|
2018
Q3 | $3.36M | Buy |
63,900
+1,646
| +3% | +$86.5K | 0.33% | 60 |
|
2018
Q2 | $3.45M | Sell |
62,254
-775
| -1% | -$43K | 0.31% | 66 |
|
2018
Q1 | $3.3M | Buy |
63,029
+3,028
| +5% | +$159K | 0.3% | 62 |
|
2017
Q4 | $3.64M | Sell |
60,001
-804
| -1% | -$48.8K | 0.37% | 53 |
|
2017
Q3 | $3.35M | Buy |
60,805
+603
| +1% | +$33.3K | 0.35% | 54 |
|
2017
Q2 | $3.34M | Sell |
60,202
-14,701
| -20% | -$814K | 0.37% | 50 |
|
2017
Q1 | $4.17M | Sell |
74,903
-52,488
| -41% | -$2.92M | 0.46% | 40 |
|
2016
Q4 | $7.02M | Buy |
127,391
+457
| +0.4% | +$25.2K | 0.79% | 22 |
|
2016
Q3 | $5.62M | Buy |
126,934
+37,485
| +42% | +$1.66M | 0.62% | 30 |
|
2016
Q2 | $4.23M | Buy |
89,449
+15,694
| +21% | +$743K | 0.47% | 40 |
|
2016
Q1 | $3.57M | Buy |
+73,755
| New | +$3.57M | 0.4% | 49 |
|