Successful Portfolios’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $411K | Buy |
4,721
+1
| +0% | +$80 | 0.19% | 106 |
|
|
2026
Q1 | $367K | Sell |
4,720
-59
| -1% | -$5.07K | 0.2% | 100 |
|
|
2025
Q4 | $459K | Buy |
4,779
+61
| +1% | +$5.3K | 0.23% | 91 |
|
|
2025
Q3 | $395K | Sell |
4,718
-127
| -3% | -$10.3K | 0.23% | 91 |
|
|
2025
Q2 | $388K | Buy |
4,845
+1
| +0% | +$72 | 0.24% | 89 |
|
|
2025
Q1 | $348K | Sell |
4,844
-24
| -0.5% | -$1.8K | 0.24% | 89 |
|
|
2024
Q4 | $342K | Sell |
4,868
-49
| -1% | -$3.35K | 0.23% | 92 |
|
|
2024
Q3 | $278K | Buy |
4,917
+2
| +0% | +$113 | 0.19% | 112 |
|
|
2024
Q2 | $292K | Sell |
4,915
-1,349
| -22% | -$79.6K | 0.2% | 101 |
|
|
2024
Q1 | $363K | Sell |
6,264
-954
| -13% | -$49.9K | 0.25% | 93 |
|
|
2023
Q4 | $355K | Buy |
7,218
+1,791
| +33% | +$77.3K | 0.27% | 86 |
|
|
2023
Q3 | $222K | Sell |
5,427
-46
| -0.8% | -$1.99K | 0.2% | 121 |
|
|
2023
Q2 | $234K | Sell |
5,473
-1,266
| -19% | -$51K | 0.2% | 119 |
|
|
2023
Q1 | $252K | Sell |
6,739
-134
| -2% | -$5.84K | 0.16% | 148 |
|
|
2022
Q4 | $284K | Sell |
6,873
-164
| -2% | -$7.26K | 0.19% | 144 |
|
|
2022
Q3 | $283K | Buy |
7,037
+147
| +2% | +$6.32K | 0.21% | 132 |
|
|
2022
Q2 | $270K | Sell |
6,890
-1,091
| -14% | -$47.9K | 0.18% | 141 |
|
|
2022
Q1 | $387K | Sell |
7,981
-243
| -3% | -$13K | 0.22% | 114 |
|
|
2021
Q4 | $395K | Sell |
8,224
-7
| -0.1% | -$345 | 0.21% | 118 |
|
|
2021
Q3 | $382K | Buy |
8,231
+615
| +8% | +$28.5K | 0.23% | 117 |
|
|
2021
Q2 | $345K | Sell |
7,616
-260
| -3% | -$11.6K | 0.21% | 123 |
|
|
2021
Q1 | $308K | Buy |
+7,876
| New | +$279K | 0.2% | 128 |
|
|
2020
Q1 | – | Sell |
-3,962
| Closed | -$213K | – | 172 |
|
|
2019
Q4 | $213K | Sell |
3,962
-350
| -8% | -$18.3K | 0.19% | 144 |
|
|
2019
Q3 | $217K | Buy |
+4,312
| New | +$203K | 0.2% | 134 |
|
|
2018
Q4 | – | Sell |
-4,528
| Closed | -$238K | – | 140 |
|
|
2018
Q3 | $238K | Sell |
4,528
-423
| -9% | -$24.2K | 0.26% | 115 |
|
|
2018
Q2 | $274K | Sell |
4,951
-323
| -6% | -$17.3K | 0.32% | 98 |
|
|
2018
Q1 | $276K | Buy |
5,274
+248
| +5% | +$14.7K | 0.34% | 96 |
|
|
2017
Q4 | $305K | Buy |
+5,026
| New | +$284K | 0.38% | 89 |
|
Other funds holding WFC
DC
CNB
P
QCM
WAM
CCMIC
ONB