Transamerica Financial Advisors’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 | $699K | Sell |
8,726
-479
| -5% | -$38.4K | 0.07% | 177 |
|
|
2025
Q1 | $661K | Sell |
9,205
-38
| -0.4% | -$2.73K | 0.07% | 184 |
|
|
2024
Q4 | $650K | Sell |
9,243
-301
| -3% | -$21.2K | 0.06% | 183 |
|
|
2024
Q3 | $540K | Buy |
9,544
+2,940
| +45% | +$166K | 0.05% | 191 |
|
|
2024
Q2 | $393K | Hold |
6,604
| – | – | 0.04% | 172 |
|
|
2024
Q1 | $383K | Sell |
6,604
-341
| -5% | -$19.8K | 0.04% | 190 |
|
|
2023
Q4 | $342K | Sell |
6,945
-1,250
| -15% | -$61.6K | 0.05% | 201 |
|
|
2023
Q3 | $335K | Sell |
8,195
-28
| -0.3% | -$1.15K | 0.05% | 189 |
|
|
2023
Q2 | $351K | Buy |
8,223
+8,105
| +6,869% | +$346K | 0.05% | 199 |
|
|
2023
Q1 | $5K | Hold |
118
| – | – | ﹤0.01% | 336 |
|
|
2022
Q4 | $5K | Sell |
118
-350
| -75% | -$14.8K | ﹤0.01% | 343 |
|
|
2022
Q3 | $19K | Buy |
468
+326
| +230% | +$13.2K | ﹤0.01% | 297 |
|
|
2022
Q2 | $6K | Buy |
+142
| New | +$6K | ﹤0.01% | 332 |
|
|
2020
Q3 | – | Sell |
-1,234
| Closed | -$32K | – | 493 |
|
|
2020
Q2 | $32K | Buy |
+1,234
| New | +$32K | 0.01% | 213 |
|
|
2019
Q3 | – | Sell |
-1,076
| Closed | -$51K | – | 525 |
|
|
2019
Q2 | $51K | Buy |
+1,076
| New | +$51K | 0.01% | 251 |
|
|
2019
Q1 | – | Sell |
-1,415
| Closed | -$66K | – | 461 |
|
|
2018
Q4 | $66K | Buy |
1,415
+22
| +2% | +$1.03K | 0.02% | 196 |
|
|
2018
Q3 | $74K | Buy |
1,393
+1,162
| +503% | +$61.7K | 0.02% | 204 |
|
|
2018
Q2 | $13K | Buy |
231
+230
| +23,000% | +$12.9K | ﹤0.01% | 259 |
|
|
2018
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 435 |
|
|
2017
Q4 | $1K | Sell |
1
-2
| -67% | -$2K | ﹤0.01% | 412 |
|
|
2017
Q3 | $1K | Sell |
3
-6
| -67% | -$2K | ﹤0.01% | 403 |
|
|
2017
Q2 | $1K | Sell |
9
-21
| -70% | -$2.33K | ﹤0.01% | 380 |
|
|
2017
Q1 | $2K | Sell |
30
-7
| -19% | -$467 | ﹤0.01% | 284 |
|
|
2016
Q4 | $2K | Sell |
37
-21,582
| -100% | -$1.17M | ﹤0.01% | 313 |
|
|
2016
Q3 | $958K | Buy |
21,619
+1,621
| +8% | +$71.8K | 0.1% | 156 |
|
|
2016
Q2 | $947K | Sell |
19,998
-2,670
| -12% | -$126K | 0.1% | 156 |
|
|
2016
Q1 | $1.1M | Buy |
22,668
+1,353
| +6% | +$65.5K | 0.09% | 165 |
|
|
2015
Q4 | $1.16M | Buy |
21,315
+1,571
| +8% | +$85.4K | 0.09% | 161 |
|
|
2015
Q3 | $1.01M | Buy |
19,744
+730
| +4% | +$37.5K | 0.08% | 154 |
|
|
2015
Q2 | $1.07M | Buy |
19,014
+1,004
| +6% | +$56.5K | 0.08% | 171 |
|
|
2015
Q1 | $980K | Buy |
18,010
+1,535
| +9% | +$83.5K | 0.07% | 172 |
|
|
2014
Q4 | $904K | Sell |
16,475
-1,900
| -10% | -$104K | 0.07% | 136 |
|
|
2014
Q3 | $954K | Sell |
18,375
-689
| -4% | -$35.8K | 0.09% | 116 |
|
|
2014
Q2 | $1M | Buy |
19,064
+13,883
| +268% | +$730K | 0.09% | 122 |
|
|
2014
Q1 | $258K | Buy |
5,181
+4,560
| +734% | +$227K | 0.03% | 231 |
|
|
2013
Q4 | $29K | Sell |
621
-2,763
| -82% | -$129K | ﹤0.01% | 380 |
|
|
2013
Q3 | $140K | Buy |
3,384
+2,663
| +369% | +$110K | 0.02% | 256 |
|
|
2013
Q2 | $30K | Buy |
+721
| New | +$30K | ﹤0.01% | 339 |
|