United Capital 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 | $14.9M | Sell |
185,616
-12,356
| -6% | -$990K | 0.12% | 145 |
|
|
2025
Q1 | $14.2M | Sell |
197,972
-8,483
| -4% | -$609K | 0.12% | 138 |
|
|
2024
Q4 | $14.5M | Sell |
206,455
-5,813
| -3% | -$408K | 0.12% | 141 |
|
|
2024
Q3 | $12M | Sell |
212,268
-6,300
| -3% | -$356K | 0.1% | 163 |
|
|
2024
Q2 | $13M | Sell |
218,568
-79,942
| -27% | -$4.75M | 0.11% | 156 |
|
|
2024
Q1 | $17.3M | Sell |
298,510
-32,832
| -10% | -$1.9M | 0.14% | 143 |
|
|
2023
Q4 | $16.3M | Sell |
331,342
-187,174
| -36% | -$9.21M | 0.14% | 143 |
|
|
2023
Q3 | $21.2M | Sell |
518,516
-12,931
| -2% | -$528K | 0.14% | 145 |
|
|
2023
Q2 | $22.7M | Sell |
531,447
-9,533
| -2% | -$407K | 0.12% | 153 |
|
|
2023
Q1 | $20.2M | Sell |
540,980
-18,793
| -3% | -$702K | 0.11% | 164 |
|
|
2022
Q4 | $23.1M | Buy |
559,773
+169,690
| +44% | +$7.01M | 0.13% | 154 |
|
|
2022
Q3 | $15.7M | Sell |
390,083
-2,923
| -0.7% | -$118K | 0.09% | 188 |
|
|
2022
Q2 | $15.4M | Buy |
393,006
+15,551
| +4% | +$609K | 0.08% | 201 |
|
|
2022
Q1 | $18.3M | Sell |
377,455
-91,088
| -19% | -$4.41M | 0.09% | 197 |
|
|
2021
Q4 | $22.5M | Sell |
468,543
-9,903
| -2% | -$475K | 0.1% | 185 |
|
|
2021
Q3 | $22.2M | Buy |
478,446
+81,211
| +20% | +$3.77M | 0.11% | 179 |
|
|
2021
Q2 | $18M | Buy |
397,235
+1,637
| +0.4% | +$74.1K | 0.09% | 205 |
|
|
2021
Q1 | $15.5M | Sell |
395,598
-49,805
| -11% | -$1.95M | 0.09% | 214 |
|
|
2020
Q4 | $13.4M | Sell |
445,403
-64,502
| -13% | -$1.95M | 0.08% | 224 |
|
|
2020
Q3 | $12M | Sell |
509,905
-46,151
| -8% | -$1.09M | 0.08% | 226 |
|
|
2020
Q2 | $14.2M | Buy |
556,056
+22,011
| +4% | +$563K | 0.1% | 201 |
|
|
2020
Q1 | $15.3M | Sell |
534,045
-39,787
| -7% | -$1.14M | 0.13% | 175 |
|
|
2019
Q4 | $30.9M | Buy |
573,832
+69,133
| +14% | +$3.72M | 0.2% | 111 |
|
|
2019
Q3 | $25.5M | Sell |
504,699
-27,286
| -5% | -$1.38M | 0.18% | 128 |
|
|
2019
Q2 | $25.2M | Buy |
531,985
+64,767
| +14% | +$3.06M | 0.16% | 130 |
|
|
2019
Q1 | $22.6M | Buy |
467,218
+26,345
| +6% | +$1.27M | 0.16% | 141 |
|
|
2018
Q4 | $20.3M | Sell |
440,873
-68,817
| -14% | -$3.17M | 0.16% | 135 |
|
|
2018
Q3 | $26.8M | Buy |
509,690
+33,654
| +7% | +$1.77M | 0.19% | 115 |
|
|
2018
Q2 | $26.4M | Buy |
476,036
+33,347
| +8% | +$1.85M | 0.2% | 115 |
|
|
2018
Q1 | $23.2M | Buy |
442,689
+113,759
| +35% | +$5.96M | 0.18% | 133 |
|
|
2017
Q4 | $20.2M | Buy |
328,930
+7,533
| +2% | +$462K | 0.16% | 150 |
|
|
2017
Q3 | $17.7M | Sell |
321,397
-7,187
| -2% | -$396K | 0.15% | 155 |
|
|
2017
Q2 | $18.2M | Sell |
328,584
-21,481
| -6% | -$1.19M | 0.16% | 141 |
|
|
2017
Q1 | $19.5M | Sell |
350,065
-13,520
| -4% | -$753K | 0.18% | 121 |
|
|
2016
Q4 | $20M | Buy |
363,585
+38,468
| +12% | +$2.12M | 0.19% | 108 |
|
|
2016
Q3 | $14.4M | Buy |
325,117
+82,984
| +34% | +$3.67M | 0.14% | 170 |
|
|
2016
Q2 | $11.4M | Buy |
242,133
+4,828
| +2% | +$227K | 0.12% | 200 |
|
|
2016
Q1 | $11.5M | Sell |
237,305
-43,455
| -15% | -$2.11M | 0.13% | 170 |
|
|
2015
Q4 | $15.3M | Buy |
280,760
+8,967
| +3% | +$487K | 0.18% | 123 |
|
|
2015
Q3 | $14M | Buy |
271,793
+29,637
| +12% | +$1.52M | 0.17% | 125 |
|
|
2015
Q2 | $13.6M | Buy |
242,156
+13,916
| +6% | +$783K | 0.16% | 151 |
|
|
2015
Q1 | $12.6M | Buy |
228,240
+43,421
| +23% | +$2.39M | 0.15% | 165 |
|
|
2014
Q4 | $10.1M | Buy |
184,819
+28,997
| +19% | +$1.59M | 0.15% | 163 |
|
|
2014
Q3 | $8.08M | Buy |
155,822
+4,378
| +3% | +$227K | 0.14% | 176 |
|
|
2014
Q2 | $7.96M | Buy |
151,444
+7,973
| +6% | +$419K | 0.15% | 182 |
|
|
2014
Q1 | $7.14M | Buy |
143,471
+1,462
| +1% | +$72.7K | 0.15% | 162 |
|
|
2013
Q4 | $6.45M | Buy |
142,009
+74,464
| +110% | +$3.38M | 0.22% | 121 |
|
|
2013
Q3 | $2.79M | Sell |
67,545
-69,815
| -51% | -$2.88M | 0.09% | 212 |
|
|
2013
Q2 | $5.67M | Buy |
+137,360
| New | +$5.67M | 0.15% | 167 |
|