StoneX Group’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 | $1.39M | Buy |
17,357
+3,410
| +24% | +$273K | 0.07% | 252 |
|
|
2025
Q1 | $1M | Sell |
13,947
-1,279
| -8% | -$91.8K | 0.05% | 290 |
|
|
2024
Q4 | $1.07M | Buy |
+15,226
| New | +$1.07M | 0.06% | 269 |
|
|
2023
Q1 | – | Sell |
-5,458
| Closed | -$225K | – | 691 |
|
|
2022
Q4 | $225K | Buy |
+5,458
| New | +$225K | 0.03% | 376 |
|
|
2022
Q1 | – | Sell |
-14,236
| Closed | -$683K | – | 648 |
|
|
2021
Q4 | $683K | Buy |
14,236
+2,441
| +21% | +$117K | 0.08% | 243 |
|
|
2021
Q3 | $547K | Sell |
11,795
-502
| -4% | -$23.3K | 0.08% | 243 |
|
|
2021
Q2 | $557K | Sell |
12,297
-3,208
| -21% | -$145K | 0.08% | 235 |
|
|
2021
Q1 | $606K | Sell |
15,505
-941
| -6% | -$36.8K | 0.11% | 191 |
|
|
2020
Q4 | $496K | Sell |
16,446
-537
| -3% | -$16.2K | 0.11% | 191 |
|
|
2020
Q3 | $399K | Buy |
16,983
+8,628
| +103% | +$203K | 0.13% | 192 |
|
|
2020
Q2 | $214K | Sell |
8,355
-2,166
| -21% | -$55.5K | 0.08% | 260 |
|
|
2020
Q1 | $302K | Buy |
10,521
+2,883
| +38% | +$82.8K | 0.16% | 179 |
|
|
2019
Q4 | $411K | Buy |
7,638
+1,486
| +24% | +$80K | 0.17% | 173 |
|
|
2019
Q3 | $310K | Buy |
+6,152
| New | +$310K | 0.19% | 168 |
|
|
2017
Q3 | – | Sell |
-45,069
| Closed | -$2.5M | – | 360 |
|
|
2017
Q2 | $2.5M | Buy |
+45,069
| New | +$2.5M | 0.78% | 19 |
|
|
2017
Q1 | – | Sell |
-12,536
| Closed | -$691K | – | 74 |
|
|
2016
Q4 | $691K | Buy |
12,536
+242
| +2% | +$13.3K | 1.21% | 32 |
|
|
2016
Q3 | $544K | Buy |
+12,294
| New | +$544K | 1.22% | 34 |
|