United Services Automobile Association’s Wells Fargo WFC Stock Holding History

United Services Automobile Association’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-78,455	Closed	-$5.55M	–	1013
2025 Q1	$5.55M	Hold	78,455	–	–	0.17%	73
2024 Q4	$5.51M	Sell	78,455 -1,518	-2%	-$107K	0.18%	80
2024 Q3	$4.52M	Sell	79,973 -21,730	-21%	-$1.23M	0.12%	96
2024 Q2	$6.04M	Sell	101,703 -4,283	-4%	-$254K	0.15%	85
2024 Q1	$6.14M	Sell	105,986 -1,263	-1%	-$73.2K	0.15%	83
2023 Q4	$5.28M	Buy	107,249 +9,343	+10%	+$460K	0.12%	111
2023 Q3	$4M	Buy	97,906 +11,825	+14%	+$483K	0.1%	119
2023 Q2	$3.67M	Buy	86,081 +560	+0.7%	+$23.9K	0.11%	118
2023 Q1	$3.2M	Sell	85,521 -54,444	-39%	-$2.04M	0.1%	126
2022 Q4	$5.78M	Sell	139,965 -6,741	-5%	-$278K	0.13%	118
2022 Q3	$5.9M	Buy	146,706 +4,435	+3%	+$178K	0.16%	103
2022 Q2	$5.57M	Buy	+142,271	New	+$5.57M	0.15%	112
2020 Q3	–	Sell	-856,486	Closed	-$21.9M	–	228
2020 Q2	$21.9M	Sell	856,486 -30,158	-3%	-$771K	0.46%	43
2020 Q1	$25.4M	Buy	886,644 +842,443	+1,906%	+$24.2M	0.34%	51
2019 Q4	$2.38M	Sell	44,201 -1,704	-4%	-$91.7K	0.03%	218
2019 Q3	$2.32M	Sell	45,905 -2,353,565	-98%	-$119M	0.03%	230
2019 Q2	$114M	Buy	2,399,470 +10,003	+0.4%	+$473K	0.28%	78
2019 Q1	$115M	Buy	2,389,467 +143,269	+6%	+$6.92M	0.3%	75
2018 Q4	$104M	Sell	2,246,198 -77,659	-3%	-$3.58M	0.3%	77
2018 Q3	$122M	Sell	2,323,857 -120,789	-5%	-$6.35M	0.31%	78
2018 Q2	$136M	Buy	2,444,646 +78,569	+3%	+$4.36M	0.36%	58
2018 Q1	$124M	Sell	2,366,077 -131,455	-5%	-$6.89M	0.33%	67
2017 Q4	$152M	Buy	2,497,532 +6,941	+0.3%	+$421K	0.41%	48
2017 Q3	$137M	Buy	2,490,591 +19,986	+0.8%	+$1.1M	0.4%	50
2017 Q2	$137M	Sell	2,470,605 -330,610	-12%	-$18.3M	0.42%	52
2017 Q1	$156M	Buy	2,801,215 +17,070	+0.6%	+$950K	0.49%	43
2016 Q4	$153M	Sell	2,784,145 -15,595	-0.6%	-$859K	0.51%	40
2016 Q3	$124M	Sell	2,799,740 -64,643	-2%	-$2.86M	0.42%	52
2016 Q2	$136M	Sell	2,864,383 -74,393	-3%	-$3.52M	0.48%	46
2016 Q1	$142M	Sell	2,938,776 -85,606	-3%	-$4.14M	0.51%	39
2015 Q4	$164M	Sell	3,024,382 -9,698	-0.3%	-$527K	0.59%	29
2015 Q3	$156M	Sell	3,034,080 -607,796	-17%	-$31.2M	0.58%	30
2015 Q2	$205M	Sell	3,641,876 -239,191	-6%	-$13.5M	0.72%	23
2015 Q1	$211M	Sell	3,881,067 -182,385	-4%	-$9.92M	0.74%	21
2014 Q4	$223M	Sell	4,063,452 -54,739	-1%	-$3M	0.79%	17
2014 Q3	$214M	Sell	4,118,191 -135,375	-3%	-$7.02M	0.77%	16
2014 Q2	$224M	Buy	4,253,566 +127,782	+3%	+$6.72M	0.82%	11
2014 Q1	$205M	Sell	4,125,784 -125,811	-3%	-$6.26M	0.8%	11
2013 Q4	$193M	Buy	4,251,595 +273,231	+7%	+$12.4M	0.77%	14
2013 Q3	$164M	Sell	3,978,364 -381,563	-9%	-$15.8M	0.7%	17
2013 Q2	$180M	Buy	+4,359,927	New	+$180M	0.84%	14