Sumitomo Life Insurance’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 | $3.15M | Sell |
39,322
-2,447
| -6% | -$196K | 0.21% | 82 |
|
|
2025
Q1 | $3M | Sell |
41,769
-650
| -2% | -$46.7K | 0.11% | 86 |
|
|
2024
Q4 | $2.98M | Sell |
42,419
-888
| -2% | -$62.4K | 0.06% | 90 |
|
|
2024
Q3 | $2.45M | Buy |
43,307
+1,030
| +2% | +$58.2K | 0.05% | 98 |
|
|
2024
Q2 | $2.51M | Sell |
42,277
-5,509
| -12% | -$327K | 0.06% | 92 |
|
|
2024
Q1 | $2.77M | Sell |
47,786
-1,820
| -4% | -$105K | 0.07% | 85 |
|
|
2023
Q4 | $2.44M | Sell |
49,606
-2,575
| -5% | -$127K | 0.08% | 87 |
|
|
2023
Q3 | $2.13M | Sell |
52,181
-694
| -1% | -$28.4K | 0.06% | 91 |
|
|
2023
Q2 | $2.26M | Sell |
52,875
-5,147
| -9% | -$220K | 0.1% | 84 |
|
|
2023
Q1 | $2.17M | Buy |
58,022
+18,362
| +46% | +$686K | 0.18% | 85 |
|
|
2022
Q4 | $1.64M | Sell |
39,660
-867
| -2% | -$35.8K | 0.12% | 120 |
|
|
2022
Q3 | $1.63M | Sell |
40,527
-4,809
| -11% | -$193K | 0.07% | 107 |
|
|
2022
Q2 | $1.78M | Buy |
45,336
+828
| +2% | +$32.4K | 0.05% | 107 |
|
|
2022
Q1 | $2.16M | Sell |
44,508
-764
| -2% | -$37K | 0.05% | 103 |
|
|
2021
Q4 | $2.17M | Sell |
45,272
-1,448
| -3% | -$69.5K | 0.05% | 111 |
|
|
2021
Q3 | $2.17M | Sell |
46,720
-44,042
| -49% | -$2.04M | 0.06% | 111 |
|
|
2021
Q2 | $4.11M | Sell |
90,762
-14,127
| -13% | -$640K | 0.13% | 42 |
|
|
2021
Q1 | $4.1M | Sell |
104,889
-4,332
| -4% | -$169K | 0.16% | 52 |
|
|
2020
Q4 | $3.3M | Sell |
109,221
-10,207
| -9% | -$308K | 0.14% | 70 |
|
|
2020
Q3 | $2.81M | Sell |
119,428
-9,058
| -7% | -$213K | 0.13% | 80 |
|
|
2020
Q2 | $3.29M | Sell |
128,486
-11,186
| -8% | -$286K | 0.18% | 66 |
|
|
2020
Q1 | $4.01M | Buy |
139,672
+2,304
| +2% | +$66.1K | 0.29% | 47 |
|
|
2019
Q4 | $7.39M | Buy |
137,368
+7,737
| +6% | +$416K | 0.84% | 20 |
|
|
2019
Q3 | $6.54M | Sell |
129,631
-16,562
| -11% | -$835K | 0.85% | 24 |
|
|
2019
Q2 | $6.92M | Sell |
146,193
-3,658
| -2% | -$173K | 0.82% | 25 |
|
|
2019
Q1 | $7.24M | Sell |
149,851
-15,869
| -10% | -$767K | 0.97% | 18 |
|
|
2018
Q4 | $7.64M | Buy |
165,720
+236
| +0.1% | +$10.9K | 1.06% | 15 |
|
|
2018
Q3 | $8.7M | Buy |
165,484
+10,449
| +7% | +$549K | 1.05% | 14 |
|
|
2018
Q2 | $8.6M | Buy |
155,035
+26,776
| +21% | +$1.48M | 1.05% | 15 |
|
|
2018
Q1 | $6.72M | Sell |
128,259
-5,651
| -4% | -$296K | 0.89% | 16 |
|
|
2017
Q4 | $8.12M | Sell |
133,910
-6,504
| -5% | -$395K | 1.02% | 14 |
|
|
2017
Q3 | $7.74M | Sell |
140,414
-2,541
| -2% | -$140K | 0.99% | 17 |
|
|
2017
Q2 | $7.92M | Buy |
142,955
+6,025
| +4% | +$334K | 1.03% | 15 |
|
|
2017
Q1 | $7.62M | Sell |
136,930
-8,499
| -6% | -$473K | 1.08% | 14 |
|
|
2016
Q4 | $8.02M | Buy |
145,429
+3,233
| +2% | +$178K | 1.14% | 14 |
|
|
2016
Q3 | $6.3M | Sell |
142,196
-28,547
| -17% | -$1.26M | 0.93% | 21 |
|
|
2016
Q2 | $8.08M | Sell |
170,743
-21,773
| -11% | -$1.03M | 1.11% | 13 |
|
|
2016
Q1 | $9.31M | Sell |
192,516
-5,829
| -3% | -$282K | 1.21% | 11 |
|
|
2015
Q4 | $10.8M | Sell |
198,345
-4,676
| -2% | -$254K | 1.36% | 8 |
|
|
2015
Q3 | $10.4M | Sell |
203,021
-5,170
| -2% | -$265K | 1.38% | 6 |
|
|
2015
Q2 | $11.7M | Sell |
208,191
-25,760
| -11% | -$1.45M | 1.43% | 5 |
|
|
2015
Q1 | $12.7M | Sell |
233,951
-24,760
| -10% | -$1.35M | 1.4% | 6 |
|
|
2014
Q4 | $14.2M | Sell |
258,711
-14,592
| -5% | -$800K | 1.41% | 6 |
|
|
2014
Q3 | $14.2M | Buy |
273,303
+5,887
| +2% | +$305K | 1.39% | 6 |
|
|
2014
Q2 | $14.1M | Sell |
267,416
-32,555
| -11% | -$1.71M | 1.34% | 8 |
|
|
2014
Q1 | $14.9M | Sell |
299,971
-25,329
| -8% | -$1.26M | 1.45% | 7 |
|
|
2013
Q4 | $14.8M | Sell |
325,300
-27,382
| -8% | -$1.24M | 1.33% | 8 |
|
|
2013
Q3 | $14.6M | Buy |
352,682
+2,264
| +0.6% | +$93.6K | 1.36% | 8 |
|
|
2013
Q2 | $14.5M | Buy |
+350,418
| New | +$14.5M | 1.38% | 11 |
|