TPCW
TD Private Client Wealth’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.08M | Buy |
75,877
+1,836
| +2% | +$147K | 0.15% | 98 |
|
|
2025
Q1 | $5.32M | Sell |
74,041
-788
| -1% | -$56.6K | 0.15% | 105 |
|
|
2024
Q4 | $5.26M | Sell |
74,829
-1,925
| -3% | -$135K | 0.15% | 102 |
|
|
2024
Q3 | $4.34M | Sell |
76,754
-24,515
| -24% | -$1.38M | 0.12% | 125 |
|
|
2024
Q2 | $6.01M | Sell |
101,269
-6,085
| -6% | -$361K | 0.19% | 81 |
|
|
2024
Q1 | $6.22M | Buy |
107,354
+7,528
| +8% | +$436K | 0.2% | 79 |
|
|
2023
Q4 | $4.91M | Sell |
99,826
-12,843
| -11% | -$632K | 0.18% | 99 |
|
|
2023
Q3 | $4.6M | Sell |
112,669
-17,381
| -13% | -$710K | 0.2% | 102 |
|
|
2023
Q2 | $5.55M | Buy |
130,050
+14,587
| +13% | +$623K | 0.24% | 88 |
|
|
2023
Q1 | $4.32M | Buy |
115,463
+4,402
| +4% | +$165K | 0.19% | 117 |
|
|
2022
Q4 | $4.59M | Sell |
111,061
-10,592
| -9% | -$437K | 0.22% | 107 |
|
|
2022
Q3 | $4.89M | Buy |
121,653
+5,840
| +5% | +$235K | 0.25% | 90 |
|
|
2022
Q2 | $4.54M | Sell |
115,813
-100
| -0.1% | -$3.92K | 0.22% | 104 |
|
|
2022
Q1 | $5.62M | Sell |
115,913
-9,126
| -7% | -$442K | 0.24% | 95 |
|
|
2021
Q4 | $6M | Sell |
125,039
-22,345
| -15% | -$1.07M | 0.25% | 90 |
|
|
2021
Q3 | $6.84M | Buy |
147,384
+19,378
| +15% | +$899K | 0.29% | 79 |
|
|
2021
Q2 | $5.8M | Buy |
128,006
+72,381
| +130% | +$3.28M | 0.25% | 90 |
|
|
2021
Q1 | $2.17M | Buy |
55,625
+8,623
| +18% | +$337K | 0.1% | 217 |
|
|
2020
Q4 | $1.42M | Sell |
47,002
-496
| -1% | -$15K | 0.07% | 265 |
|
|
2020
Q3 | $1.12M | Sell |
47,498
-2,760
| -5% | -$64.9K | 0.06% | 275 |
|
|
2020
Q2 | $1.29M | Sell |
50,258
-40,420
| -45% | -$1.03M | 0.08% | 250 |
|
|
2020
Q1 | $2.6M | Buy |
90,678
+8,608
| +10% | +$247K | 0.19% | 116 |
|
|
2019
Q4 | $4.42M | Buy |
+82,070
| New | +$4.42M | 0.26% | 87 |
|