Waldron Private Wealth’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 | $358K | Sell |
4,469
-202
| -4% | -$16.2K | 0.02% | 228 |
|
|
2025
Q1 | $335K | Sell |
4,671
-9,577
| -67% | -$688K | 0.02% | 230 |
|
|
2024
Q4 | $1M | Buy |
14,248
+254
| +2% | +$17.8K | 0.04% | 166 |
|
|
2024
Q3 | $791K | Sell |
13,994
-234
| -2% | -$13.2K | 0.03% | 185 |
|
|
2024
Q2 | $845K | Sell |
14,228
-1,079
| -7% | -$64.1K | 0.04% | 173 |
|
|
2024
Q1 | $887K | Buy |
15,307
+294
| +2% | +$17K | 0.04% | 175 |
|
|
2023
Q4 | $739K | Buy |
15,013
+2,203
| +17% | +$108K | 0.04% | 186 |
|
|
2023
Q3 | $523K | Sell |
12,810
-1,055
| -8% | -$43.1K | 0.03% | 223 |
|
|
2023
Q2 | $592K | Sell |
13,865
-1,749
| -11% | -$74.6K | 0.03% | 205 |
|
|
2023
Q1 | $584K | Sell |
15,614
-40
| -0.3% | -$1.5K | 0.03% | 231 |
|
|
2022
Q4 | $629K | Hold |
15,654
| – | – | 0.04% | 215 |
|
|
2022
Q3 | $629K | Buy |
15,654
+2,185
| +16% | +$87.8K | 0.04% | 215 |
|
|
2022
Q2 | $527K | Buy |
13,469
+897
| +7% | +$35.1K | 0.03% | 242 |
|
|
2022
Q1 | $609K | Buy |
12,572
+1,810
| +17% | +$87.7K | 0.03% | 234 |
|
|
2021
Q4 | $516K | Buy |
10,762
+118
| +1% | +$5.66K | 0.03% | 248 |
|
|
2021
Q3 | $493K | Sell |
10,644
-19,740
| -65% | -$914K | 0.03% | 228 |
|
|
2021
Q2 | $1.38M | Buy |
30,384
+22,648
| +293% | +$1.03M | 0.09% | 117 |
|
|
2021
Q1 | $302K | Sell |
7,736
-502
| -6% | -$19.6K | 0.02% | 243 |
|
|
2020
Q4 | $248K | Sell |
8,238
-2,232
| -21% | -$67.2K | 0.02% | 259 |
|
|
2020
Q3 | $246K | Sell |
10,470
-1,046
| -9% | -$24.6K | 0.02% | 233 |
|
|
2020
Q2 | $294K | Sell |
11,516
-3,017
| -21% | -$77K | 0.03% | 204 |
|
|
2020
Q1 | $417K | Sell |
14,533
-26,854
| -65% | -$771K | 0.04% | 154 |
|
|
2019
Q4 | $2.23M | Buy |
41,387
+38
| +0.1% | +$2.04K | 0.2% | 67 |
|
|
2019
Q3 | $2.09M | Buy |
41,349
+30,316
| +275% | +$1.53M | 0.21% | 69 |
|
|
2019
Q2 | $522K | Sell |
11,033
-1,132
| -9% | -$53.6K | 0.06% | 133 |
|
|
2019
Q1 | $587K | Buy |
12,165
+1,593
| +15% | +$76.9K | 0.07% | 132 |
|
|
2018
Q4 | $487K | Buy |
10,572
+2,995
| +40% | +$138K | 0.07% | 123 |
|
|
2018
Q3 | $398K | Buy |
7,577
+356
| +5% | +$18.7K | 0.08% | 121 |
|
|
2018
Q2 | $400K | Buy |
7,221
+10
| +0.1% | +$554 | 0.09% | 105 |
|
|
2018
Q1 | $377K | Sell |
7,211
-3,793
| -34% | -$198K | 0.08% | 103 |
|
|
2017
Q4 | $667K | Hold |
11,004
| – | – | 0.16% | 63 |
|
|
2017
Q3 | $606K | Buy |
11,004
+2,725
| +33% | +$150K | 0.17% | 60 |
|
|
2017
Q2 | $458K | Sell |
8,279
-15,874
| -66% | -$878K | 0.15% | 61 |
|
|
2017
Q1 | $1.34M | Buy |
24,153
+15,549
| +181% | +$863K | 0.34% | 41 |
|
|
2016
Q4 | $474K | Sell |
8,604
-3,125
| -27% | -$172K | 0.16% | 62 |
|
|
2016
Q3 | $519K | Sell |
11,729
-5,956
| -34% | -$264K | 0.19% | 54 |
|
|
2016
Q2 | $837K | Sell |
17,685
-12,715
| -42% | -$602K | 0.31% | 42 |
|
|
2016
Q1 | $1.57M | Buy |
30,400
+13,803
| +83% | +$712K | 0.59% | 21 |
|
|
2015
Q4 | $902K | Buy |
16,597
+2,432
| +17% | +$132K | 0.34% | 36 |
|
|
2015
Q3 | $727K | Buy |
14,165
+4,333
| +44% | +$222K | 0.31% | 33 |
|
|
2015
Q2 | $534K | Buy |
9,832
+2,211
| +29% | +$120K | 0.21% | 38 |
|
|
2015
Q1 | $415K | Sell |
7,621
-435
| -5% | -$23.7K | 0.17% | 46 |
|
|
2014
Q4 | $442K | Buy |
8,056
+624
| +8% | +$34.2K | 0.18% | 44 |
|
|
2014
Q3 | $385K | Sell |
7,432
-904
| -11% | -$46.8K | 0.18% | 47 |
|
|
2014
Q2 | $438K | Buy |
8,336
+1,503
| +22% | +$79K | 0.2% | 47 |
|
|
2014
Q1 | $340K | Buy |
6,833
+245
| +4% | +$12.2K | 0.17% | 57 |
|
|
2013
Q4 | $299K | Buy |
+6,588
| New | +$299K | 0.14% | 71 |
|