Steward Partners Investment Advisory’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 | $12.9M | Buy |
161,192
+5,277
| +3% | +$423K | 0.1% | 203 |
|
|
2025
Q1 | $11.2M | Buy |
155,915
+14,828
| +11% | +$1.06M | 0.1% | 207 |
|
|
2024
Q4 | $9.91M | Buy |
141,087
+15,424
| +12% | +$1.08M | 0.09% | 220 |
|
|
2024
Q3 | $7.1M | Buy |
125,663
+6,686
| +6% | +$378K | 0.07% | 284 |
|
|
2024
Q2 | $7.07M | Sell |
118,977
-2,376
| -2% | -$141K | 0.07% | 267 |
|
|
2024
Q1 | $7.03M | Buy |
121,353
+67,990
| +127% | +$3.94M | 0.08% | 264 |
|
|
2023
Q4 | $2.63M | Buy |
53,363
+293
| +0.6% | +$14.4K | 0.04% | 433 |
|
|
2023
Q3 | $2.17M | Buy |
53,070
+3,545
| +7% | +$145K | 0.03% | 456 |
|
|
2023
Q2 | $2.11M | Buy |
49,525
+4,264
| +9% | +$182K | 0.03% | 470 |
|
|
2023
Q1 | $1.69M | Sell |
45,261
-5,344
| -11% | -$200K | 0.03% | 514 |
|
|
2022
Q4 | $2.09M | Sell |
50,605
-273
| -0.5% | -$11.3K | 0.04% | 444 |
|
|
2022
Q3 | $2.05M | Buy |
50,878
+1,273
| +3% | +$51.2K | 0.04% | 423 |
|
|
2022
Q2 | $1.94M | Sell |
49,605
-1,381
| -3% | -$54.1K | 0.04% | 442 |
|
|
2022
Q1 | $2.47M | Buy |
50,986
+846
| +2% | +$41K | 0.04% | 418 |
|
|
2021
Q4 | $2.41M | Buy |
50,140
+4,938
| +11% | +$237K | 0.04% | 444 |
|
|
2021
Q3 | $2.1M | Sell |
45,202
-1,348
| -3% | -$62.6K | 0.04% | 446 |
|
|
2021
Q2 | $2.11M | Sell |
46,550
-11,159
| -19% | -$505K | 0.04% | 434 |
|
|
2021
Q1 | $2.25M | Buy |
57,709
+12,914
| +29% | +$505K | 0.04% | 403 |
|
|
2020
Q4 | $1.35M | Sell |
44,795
-2,061
| -4% | -$62.2K | 0.03% | 469 |
|
|
2020
Q3 | $1.1M | Buy |
46,856
+4,819
| +11% | +$113K | 0.03% | 461 |
|
|
2020
Q2 | $1.08M | Sell |
42,037
-14,666
| -26% | -$375K | 0.03% | 433 |
|
|
2020
Q1 | $1.63M | Sell |
56,703
-10,642
| -16% | -$305K | 0.06% | 296 |
|
|
2019
Q4 | $3.62M | Sell |
67,345
-6,232
| -8% | -$335K | 0.11% | 201 |
|
|
2019
Q3 | $3.71M | Buy |
73,577
+955
| +1% | +$48.2K | 0.13% | 177 |
|
|
2019
Q2 | $3.44M | Sell |
72,622
-5,827
| -7% | -$276K | 0.13% | 169 |
|
|
2019
Q1 | $3.79M | Sell |
78,449
-3,101
| -4% | -$150K | 0.16% | 136 |
|
|
2018
Q4 | $3.76M | Sell |
81,550
-1,735
| -2% | -$79.9K | 0.18% | 128 |
|
|
2018
Q3 | $4.38M | Sell |
83,285
-4,973
| -6% | -$261K | 0.21% | 117 |
|
|
2018
Q2 | $4.89M | Buy |
88,258
+188
| +0.2% | +$10.4K | 0.29% | 83 |
|
|
2018
Q1 | $4.62M | Sell |
88,070
-6,538
| -7% | -$343K | 0.32% | 77 |
|
|
2017
Q4 | $5.74M | Buy |
94,608
+978
| +1% | +$59.3K | 0.44% | 52 |
|
|
2017
Q3 | $5.16M | Sell |
93,630
-34,979
| -27% | -$1.93M | 0.53% | 47 |
|
|
2017
Q2 | $7.13M | Sell |
128,609
-54,349
| -30% | -$3.01M | 0.8% | 27 |
|
|
2017
Q1 | $10.2M | Buy |
182,958
+153,005
| +511% | +$8.52M | 1.54% | 9 |
|
|
2016
Q4 | $1.65M | Buy |
+29,953
| New | +$1.65M | 0.75% | 27 |
|