Waddell & Associates’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 | $607K | Sell |
7,571
-621
| -8% | -$49.8K | 0.06% | 90 |
|
|
2025
Q1 | $588K | Buy |
8,192
+1,039
| +15% | +$74.6K | 0.07% | 73 |
|
|
2024
Q4 | $502K | Hold |
7,153
| – | – | 0.05% | 83 |
|
|
2024
Q3 | $404K | Buy |
7,153
+11
| +0.2% | +$621 | 0.05% | 93 |
|
|
2024
Q2 | $424K | Buy |
7,142
+598
| +9% | +$35.5K | 0.06% | 84 |
|
|
2024
Q1 | $379K | Sell |
6,544
-1,190
| -15% | -$69K | 0.05% | 88 |
|
|
2023
Q4 | $382K | Sell |
7,734
-738
| -9% | -$36.5K | 0.05% | 89 |
|
|
2023
Q3 | $346K | Sell |
8,472
-46
| -0.5% | -$1.88K | 0.05% | 111 |
|
|
2023
Q2 | $364K | Sell |
8,518
-233
| -3% | -$9.94K | 0.05% | 105 |
|
|
2023
Q1 | $327K | Sell |
8,751
-103
| -1% | -$3.85K | 0.05% | 110 |
|
|
2022
Q4 | $366K | Buy |
8,854
+1,593
| +22% | +$65.8K | 0.06% | 95 |
|
|
2022
Q3 | $292K | Buy |
7,261
+4
| +0.1% | +$161 | 0.06% | 100 |
|
|
2022
Q2 | $284K | Sell |
7,257
-3,082
| -30% | -$121K | 0.06% | 106 |
|
|
2022
Q1 | $501K | Sell |
10,339
-4,300
| -29% | -$208K | 0.08% | 66 |
|
|
2021
Q4 | $702K | Sell |
14,639
-1,340
| -8% | -$64.3K | 0.11% | 54 |
|
|
2021
Q3 | $742K | Sell |
15,979
-138
| -0.9% | -$6.41K | 0.13% | 48 |
|
|
2021
Q2 | $730 | Buy |
+16,117
| New | +$730 | 0.11% | 46 |
|