UBS AM’s Wells Fargo WFC Stock Holding History

UBS AM’s Portfolio WFC Stock Details WFC Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.67B	Buy	20,821,958 +1,150,747	+6%	+$92.2M	0.34%	54
2025 Q1	$1.41B	Buy	19,671,211 +257,550	+1%	+$18.5M	0.36%	51
2024 Q4	$1.36B	Sell	19,413,661 -706,871	-4%	-$49.7M	0.32%	51
2024 Q3	$1.14B	Sell	20,120,532 -742,264	-4%	-$41.9M	0.29%	63
2024 Q2	$1.24B	Buy	20,862,796 +3,764,738	+22%	+$224M	0.36%	45
2024 Q1	$991M	Sell	17,098,058 -763,567	-4%	-$44.3M	0.35%	51
2023 Q4	$879M	Sell	17,861,625 -71,330	-0.4%	-$3.51M	0.35%	52
2023 Q3	$733M	Buy	17,932,955 +1,060,558	+6%	+$43.3M	0.33%	57
2023 Q2	$631M	Hold	16,872,397	–	–	0.31%	66
2023 Q1	$631M	Sell	16,872,397 -1,232,483	-7%	-$46.1M	0.31%	66
2022 Q4	$748M	Buy	18,104,880 +198,584	+1%	+$8.2M	0.39%	49
2022 Q3	$720M	Sell	17,906,296 -1,224,867	-6%	-$49.3M	0.4%	44
2022 Q2	$749M	Sell	19,131,163 -1,458,933	-7%	-$57.1M	0.39%	50
2022 Q1	$998M	Buy	20,590,096 +442,795	+2%	+$21.5M	0.43%	39
2021 Q4	$967M	Sell	20,147,301 -115,453	-0.6%	-$5.54M	0.37%	48
2021 Q3	$940M	Sell	20,262,754 -581,192	-3%	-$27M	0.39%	48
2021 Q2	$944M	Sell	20,843,946 -4,617,479	-18%	-$209M	0.4%	43
2021 Q1	$995M	Sell	25,461,425 -2,038,739	-7%	-$79.7M	0.44%	38
2020 Q4	$830M	Buy	27,500,164 +9,086,464	+49%	+$274M	0.39%	43
2020 Q3	$433M	Buy	18,413,700 +1,347,890	+8%	+$31.7M	0.23%	88
2020 Q2	$437M	Buy	17,065,810 +391,512	+2%	+$10M	0.27%	76
2020 Q1	$479M	Buy	16,674,298 +223,188	+1%	+$6.41M	0.34%	60
2019 Q4	$885M	Sell	16,451,110 -246,331	-1%	-$13.3M	0.54%	32
2019 Q3	$842M	Sell	16,697,441 -421,245	-2%	-$21.2M	0.57%	31
2019 Q2	$810M	Sell	17,118,686 -240,693	-1%	-$11.4M	0.58%	30
2019 Q1	$839M	Sell	17,359,379 -418,751	-2%	-$20.2M	0.62%	28
2018 Q4	$819M	Sell	17,778,130 -3,049,418	-15%	-$141M	0.71%	22
2018 Q3	$1.09B	Buy	20,827,548 +2,339,406	+13%	+$123M	0.81%	15
2018 Q2	$1.02B	Sell	18,488,142 -727,649	-4%	-$40.3M	0.79%	15
2018 Q1	$1.01B	Buy	19,215,791 +772,106	+4%	+$40.5M	0.79%	15
2017 Q4	$1.12B	Buy	18,443,685 +472,384	+3%	+$28.7M	0.95%	11
2017 Q3	$991M	Buy	17,971,301 +851,076	+5%	+$46.9M	0.9%	11
2017 Q2	$949M	Sell	17,120,225 -1,574,944	-8%	-$87.3M	0.92%	11
2017 Q1	$1.04B	Buy	18,695,169 +2,230,741	+14%	+$124M	1.06%	9
2016 Q4	$907M	Buy	16,464,428 +1,876,411	+13%	+$103M	1.02%	10
2016 Q3	$646M	Sell	14,588,017 -131,987	-0.9%	-$5.84M	0.7%	20
2016 Q2	$697M	Buy	14,720,004 +315,549	+2%	+$14.9M	0.79%	16
2016 Q1	$697M	Sell	14,404,455 -239,256	-2%	-$11.6M	0.81%	15
2015 Q4	$796M	Sell	14,643,711 -2,680,240	-15%	-$146M	0.91%	14
2015 Q3	$890M	Sell	17,323,951 -1,864,959	-10%	-$95.8M	0.98%	9
2015 Q2	$1.08B	Sell	19,188,910 -304,809	-2%	-$17.1M	1.03%	7
2015 Q1	$1.06B	Sell	19,493,719 -1,096,501	-5%	-$59.6M	1.02%	6
2014 Q4	$1.13B	Sell	20,590,220 -459,735	-2%	-$25.2M	1.07%	6
2014 Q3	$1.09B	Sell	21,049,955 -634,154	-3%	-$32.9M	1.08%	7
2014 Q2	$1.14B	Sell	21,684,109 -321,640	-1%	-$16.9M	1.15%	5
2014 Q1	$1.09B	Buy	22,005,749 +773,388	+4%	+$38.5M	1.17%	5
2013 Q4	$964M	Buy	21,232,361 +192,360	+0.9%	+$8.73M	1.1%	6
2013 Q3	$869M	Sell	21,040,001 -1,093,502	-5%	-$45.2M	1.07%	5
2013 Q2	$913M	Buy	+22,133,503	New	+$913M	1.18%	6