SW
SVB Wealth’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
+13,124
| New | +$1.05M | 0.06% | 227 |
|
|
2025
Q1 | – | Sell |
-49,637
| Closed | -$3.49M | – | 1813 |
|
|
2024
Q4 | $3.49M | Buy |
+49,637
| New | +$3.49M | 0.07% | 173 |
|
|
2024
Q3 | – | Sell |
-52,664
| Closed | -$3.13M | – | 626 |
|
|
2024
Q2 | $3.13M | Sell |
52,664
-7,247
| -12% | -$430K | 0.08% | 194 |
|
|
2024
Q1 | $3.47M | Sell |
59,911
-1,217
| -2% | -$70.5K | 0.08% | 198 |
|
|
2023
Q4 | $3.01M | Buy |
61,128
+1,599
| +3% | +$78.7K | 0.07% | 199 |
|
|
2023
Q3 | $2.43M | Sell |
59,529
-6,408
| -10% | -$262K | 0.05% | 205 |
|
|
2023
Q2 | $2.81M | Sell |
65,937
-6,830
| -9% | -$292K | 0.05% | 202 |
|
|
2023
Q1 | $2.72M | Sell |
72,767
-3,781
| -5% | -$141K | 0.04% | 224 |
|
|
2022
Q4 | $3.16M | Sell |
76,548
-5,680
| -7% | -$235K | 0.04% | 215 |
|
|
2022
Q3 | $3.31M | Buy |
82,228
+26,654
| +48% | +$1.07M | 0.05% | 201 |
|
|
2022
Q2 | $2.18M | Buy |
55,574
+2,516
| +5% | +$98.6K | 0.03% | 213 |
|
|
2022
Q1 | $2.57M | Buy |
53,058
+2,716
| +5% | +$132K | 0.03% | 202 |
|
|
2021
Q4 | $2.42M | Buy |
50,342
+7,246
| +17% | +$348K | 0.04% | 201 |
|
|
2021
Q3 | $2M | Sell |
43,096
-716
| -2% | -$33.2K | 0.03% | 262 |
|
|
2021
Q2 | $1.98M | Sell |
43,812
-358
| -0.8% | -$16.2K | 0.03% | 261 |
|
|
2021
Q1 | $1.73M | Buy |
44,170
+1,051
| +2% | +$41.1K | 0.02% | 258 |
|
|
2020
Q4 | $1.3M | Sell |
43,119
-4,216
| -9% | -$127K | 0.02% | 288 |
|
|
2020
Q3 | $1.11M | Sell |
47,335
-14,972
| -24% | -$352K | 0.02% | 285 |
|
|
2020
Q2 | $1.6M | Sell |
62,307
-56,658
| -48% | -$1.45M | 0.03% | 219 |
|
|
2020
Q1 | $3.41M | Sell |
118,965
-41,358
| -26% | -$1.19M | 0.08% | 140 |
|
|
2019
Q4 | $8.63M | Sell |
160,323
-18,485
| -10% | -$994K | 0.16% | 108 |
|
|
2019
Q3 | $9.02M | Sell |
178,808
-45,188
| -20% | -$2.28M | 0.18% | 97 |
|
|
2019
Q2 | $10.6M | Sell |
223,996
-28,746
| -11% | -$1.36M | 0.36% | 77 |
|
|
2019
Q1 | $12.2M | Buy |
252,742
+16,513
| +7% | +$798K | 0.48% | 66 |
|
|
2018
Q4 | $10.9M | Sell |
236,229
-36,234
| -13% | -$1.67M | 0.46% | 68 |
|
|
2018
Q3 | $14.3M | Sell |
272,463
-193,347
| -42% | -$10.2M | 0.51% | 64 |
|
|
2018
Q2 | $25.8M | Sell |
465,810
-116,536
| -20% | -$6.46M | 0.99% | 29 |
|
|
2018
Q1 | $30.5M | Sell |
582,346
-22,056
| -4% | -$1.16M | 1.17% | 19 |
|
|
2017
Q4 | $36.7M | Sell |
604,402
-11,883
| -2% | -$721K | 1.38% | 9 |
|
|
2017
Q3 | $34M | Sell |
616,285
-8,536
| -1% | -$471K | 1.31% | 13 |
|
|
2017
Q2 | $34.6M | Buy |
624,821
+27,536
| +5% | +$1.53M | 1.36% | 10 |
|
|
2017
Q1 | $33.2M | Sell |
597,285
-12,572
| -2% | -$700K | 1.32% | 11 |
|
|
2016
Q4 | $33.6M | Sell |
609,857
-19,820
| -3% | -$1.09M | 1.39% | 8 |
|
|
2016
Q3 | $27.9M | Sell |
629,677
-28,237
| -4% | -$1.25M | 1.13% | 15 |
|
|
2016
Q2 | $31.1M | Sell |
657,914
-20,421
| -3% | -$967K | 1.27% | 11 |
|
|
2016
Q1 | $32.8M | Buy |
678,335
+8,636
| +1% | +$418K | 1.34% | 10 |
|
|
2015
Q4 | $36.4M | Buy |
669,699
+3,817
| +0.6% | +$207K | 1.44% | 6 |
|
|
2015
Q3 | $34.2M | Sell |
665,882
-49,585
| -7% | -$2.55M | 1.33% | 10 |
|
|
2015
Q2 | $40.2M | Sell |
715,467
-15,523
| -2% | -$873K | 1.33% | 9 |
|
|
2015
Q1 | $39.8M | Sell |
730,990
-18,380
| -2% | -$1,000K | 1.28% | 12 |
|
|
2014
Q4 | $41.1M | Buy |
+749,370
| New | +$41.1M | 1.33% | 10 |
|