Univest Financial’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 | $455K | Sell |
5,674
-294
| -5% | -$23.6K | 0.03% | 193 |
|
|
2025
Q1 | $428K | Sell |
5,968
-126
| -2% | -$9.05K | 0.03% | 211 |
|
|
2024
Q4 | $428K | Buy |
6,094
+1
| +0% | +$70 | 0.03% | 209 |
|
|
2024
Q3 | $344K | Buy |
+6,093
| New | +$344K | 0.02% | 226 |
|
|
2016
Q4 | – | Sell |
-70,077
| Closed | -$3.1M | – | 101 |
|
|
2016
Q3 | $3.1M | Buy |
70,077
+333
| +0.5% | +$14.7K | 1.41% | 37 |
|
|
2016
Q2 | $3.3M | Sell |
69,744
-2,141
| -3% | -$101K | 1.51% | 29 |
|
|
2016
Q1 | $3.48M | Buy |
71,885
+4,284
| +6% | +$207K | 1.58% | 26 |
|
|
2015
Q4 | $3.68M | Sell |
67,601
-780
| -1% | -$42.4K | 1.68% | 21 |
|
|
2015
Q3 | $3.51M | Sell |
68,381
-304
| -0.4% | -$15.6K | 1.72% | 20 |
|
|
2015
Q2 | $3.86M | Sell |
68,685
-226
| -0.3% | -$12.7K | 1.77% | 18 |
|
|
2015
Q1 | $3.75M | Sell |
68,911
-8,370
| -11% | -$455K | 1.68% | 17 |
|
|
2014
Q4 | $4.24M | Buy |
77,281
+827
| +1% | +$45.3K | 1.86% | 11 |
|
|
2014
Q3 | $3.97M | Sell |
76,454
-2,107
| -3% | -$109K | 1.86% | 10 |
|
|
2014
Q2 | $4.13M | Sell |
78,561
-1,984
| -2% | -$104K | 1.94% | 7 |
|
|
2014
Q1 | $4.01M | Sell |
80,545
-11,524
| -13% | -$573K | 2% | 4 |
|
|
2013
Q4 | $4.18M | Buy |
92,069
+1,660
| +2% | +$75.4K | 2.06% | 5 |
|
|
2013
Q3 | $3.74M | Buy |
90,409
+994
| +1% | +$41.1K | 1.99% | 7 |
|
|
2013
Q2 | $3.69M | Buy |
+89,415
| New | +$3.69M | 2.02% | 8 |
|