Wealth Architects’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 | $627K | Sell |
7,825
-361
| -4% | -$28.9K | 0.06% | 124 |
|
|
2025
Q1 | $588K | Buy |
8,186
+59
| +0.7% | +$4.24K | 0.06% | 125 |
|
|
2024
Q4 | $571K | Sell |
8,127
-214
| -3% | -$15K | 0.06% | 113 |
|
|
2024
Q3 | $471K | Buy |
8,341
+88
| +1% | +$4.97K | 0.05% | 128 |
|
|
2024
Q2 | $490K | Sell |
8,253
-31
| -0.4% | -$1.84K | 0.06% | 122 |
|
|
2024
Q1 | $480K | Buy |
8,284
+72
| +0.9% | +$4.17K | 0.06% | 122 |
|
|
2023
Q4 | $404K | Buy |
8,212
+1,633
| +25% | +$80.4K | 0.06% | 130 |
|
|
2023
Q3 | $269K | Buy |
6,579
+59
| +0.9% | +$2.41K | 0.05% | 152 |
|
|
2023
Q2 | $278K | Sell |
6,520
-545
| -8% | -$23.3K | 0.05% | 151 |
|
|
2023
Q1 | $264K | Sell |
7,065
-200
| -3% | -$7.48K | 0.05% | 150 |
|
|
2022
Q4 | $300K | Buy |
7,265
+128
| +2% | +$5.29K | 0.06% | 132 |
|
|
2022
Q3 | $287K | Buy |
7,137
+51
| +0.7% | +$2.05K | 0.06% | 131 |
|
|
2022
Q2 | $278K | Sell |
7,086
-483
| -6% | -$18.9K | 0.05% | 146 |
|
|
2022
Q1 | $367K | Buy |
7,569
+299
| +4% | +$14.5K | 0.06% | 138 |
|
|
2021
Q4 | $349K | Sell |
7,270
-588
| -7% | -$28.2K | 0.06% | 142 |
|
|
2021
Q3 | $365K | Sell |
7,858
-762
| -9% | -$35.4K | 0.07% | 128 |
|
|
2021
Q2 | $390K | Buy |
8,620
+3,070
| +55% | +$139K | 0.08% | 111 |
|
|
2021
Q1 | $217K | Buy |
+5,550
| New | +$217K | 0.05% | 154 |
|
|
2020
Q2 | – | Sell |
-8,782
| Closed | -$252K | – | 153 |
|
|
2020
Q1 | $252K | Buy |
8,782
+111
| +1% | +$3.19K | 0.09% | 106 |
|
|
2019
Q4 | $466K | Sell |
8,671
-899
| -9% | -$48.3K | 0.13% | 71 |
|
|
2019
Q3 | $483K | Buy |
9,570
+160
| +2% | +$8.08K | 0.15% | 63 |
|
|
2019
Q2 | $445K | Buy |
9,410
+65
| +0.7% | +$3.07K | 0.13% | 69 |
|
|
2019
Q1 | $452K | Buy |
9,345
+101
| +1% | +$4.89K | 0.14% | 65 |
|
|
2018
Q4 | $426K | Sell |
9,244
-683
| -7% | -$31.5K | 0.15% | 63 |
|
|
2018
Q3 | $522K | Buy |
9,927
+142
| +1% | +$7.47K | 0.16% | 60 |
|
|
2018
Q2 | $542K | Buy |
9,785
+394
| +4% | +$21.8K | 0.18% | 52 |
|
|
2018
Q1 | $492K | Sell |
9,391
-134
| -1% | -$7.02K | 0.16% | 57 |
|
|
2017
Q4 | $578K | Sell |
9,525
-1,294
| -12% | -$78.5K | 0.19% | 58 |
|
|
2017
Q3 | $597K | Sell |
10,819
-1,188
| -10% | -$65.6K | 0.21% | 55 |
|
|
2017
Q2 | $665K | Sell |
12,007
-93
| -0.8% | -$5.15K | 0.25% | 50 |
|
|
2017
Q1 | $673K | Sell |
12,100
-360
| -3% | -$20K | 0.27% | 47 |
|
|
2016
Q4 | $687K | Sell |
12,460
-377
| -3% | -$20.8K | 0.31% | 42 |
|
|
2016
Q3 | $568K | Sell |
12,837
-500
| -4% | -$22.1K | 0.26% | 49 |
|
|
2016
Q2 | $631K | Sell |
13,337
-900
| -6% | -$42.6K | 0.31% | 45 |
|
|
2016
Q1 | $689K | Sell |
14,237
-1,715
| -11% | -$83K | 0.34% | 39 |
|
|
2015
Q4 | $867K | Buy |
15,952
+25
| +0.2% | +$1.36K | 0.43% | 32 |
|
|
2015
Q3 | $818K | Buy |
15,927
+528
| +3% | +$27.1K | 0.44% | 36 |
|
|
2015
Q2 | $866K | Buy |
15,399
+2,490
| +19% | +$140K | 0.47% | 30 |
|
|
2015
Q1 | $702K | Sell |
12,909
-1,712
| -12% | -$93.1K | 0.4% | 34 |
|
|
2014
Q4 | $802K | Buy |
+14,621
| New | +$802K | 0.47% | 31 |
|