Wealthfront Advisers’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.3M | Buy |
415,503
+34,017
| +9% | +$2.73M | 0.09% | 84 |
|
|
2025
Q1 | $27.4M | Buy |
381,486
+30,531
| +9% | +$2.19M | 0.07% | 83 |
|
|
2024
Q4 | $24.7M | Buy |
350,955
+45,643
| +15% | +$3.21M | 0.07% | 82 |
|
|
2024
Q3 | $17.2M | Sell |
305,312
-5,038
| -2% | -$285K | 0.05% | 103 |
|
|
2024
Q2 | $18.4M | Buy |
310,350
+24,183
| +8% | +$1.44M | 0.06% | 88 |
|
|
2024
Q1 | $16.6M | Buy |
286,167
+10,687
| +4% | +$619K | 0.06% | 97 |
|
|
2023
Q4 | $13.6M | Buy |
275,480
+49,708
| +22% | +$2.45M | 0.05% | 106 |
|
|
2023
Q3 | $9.23M | Buy |
225,772
+31,070
| +16% | +$1.27M | 0.04% | 128 |
|
|
2023
Q2 | $8.31M | Buy |
194,702
+30,627
| +19% | +$1.31M | 0.04% | 147 |
|
|
2023
Q1 | $6.13M | Sell |
164,075
-74,554
| -31% | -$2.79M | 0.03% | 174 |
|
|
2022
Q4 | $9.85M | Sell |
238,629
-29,666
| -11% | -$1.22M | 0.05% | 118 |
|
|
2022
Q3 | $10.8M | Buy |
268,295
+94,496
| +54% | +$3.8M | 0.06% | 85 |
|
|
2022
Q2 | $6.81M | Sell |
173,799
-77,175
| -31% | -$3.02M | 0.03% | 139 |
|
|
2022
Q1 | $12.2M | Sell |
250,974
-41,448
| -14% | -$2.01M | 0.05% | 83 |
|
|
2021
Q4 | $14M | Buy |
292,422
+61,306
| +27% | +$2.94M | 0.06% | 74 |
|
|
2021
Q3 | $10.7M | Buy |
231,116
+62,062
| +37% | +$2.88M | 0.05% | 80 |
|
|
2021
Q2 | $7.66M | Buy |
169,054
+24,000
| +17% | +$1.09M | 0.04% | 99 |
|
|
2021
Q1 | $5.67M | Buy |
145,054
+35,620
| +33% | +$1.39M | 0.03% | 109 |
|
|
2020
Q4 | $3.3M | Sell |
109,434
-90,605
| -45% | -$2.73M | 0.02% | 131 |
|
|
2020
Q3 | $4.7M | Buy |
200,039
+99,708
| +99% | +$2.34M | 0.03% | 83 |
|
|
2020
Q2 | $2.57M | Buy |
100,331
+59,784
| +147% | +$1.53M | 0.02% | 126 |
|
|
2020
Q1 | $1.16M | Sell |
40,547
-141,140
| -78% | -$4.05M | 0.01% | 246 |
|
|
2019
Q4 | $9.78M | Buy |
181,687
+37,172
| +26% | +$2M | 0.07% | 43 |
|
|
2019
Q3 | $7.29M | Buy |
144,515
+16,913
| +13% | +$853K | 0.06% | 57 |
|
|
2019
Q2 | $6.04M | Sell |
127,602
-4,656
| -4% | -$220K | 0.05% | 63 |
|
|
2019
Q1 | $6.39M | Buy |
132,258
+19,570
| +17% | +$946K | 0.06% | 59 |
|
|
2018
Q4 | $5.19M | Buy |
+112,688
| New | +$5.19M | 0.06% | 62 |
|