WealthPLAN Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2,509
| Closed | -$201K | – | 269 |
|
|
2025
Q2 | $201K | Sell |
2,509
-702
| -22% | -$50.6K | 0.03% | 249 |
|
|
2025
Q1 | $231K | Buy |
3,211
+27
| +0.8% | +$2.03K | 0.03% | 237 |
|
|
2024
Q4 | $224K | Buy |
+3,184
| New | +$217K | 0.03% | 231 |
|
|
2024
Q3 | – | Sell |
-4,106
| Closed | -$244K | – | 312 |
|
|
2024
Q2 | $244K | Sell |
4,106
-147
| -3% | -$8.68K | 0.03% | 274 |
|
|
2024
Q1 | $246K | Buy |
4,253
+14
| +0.3% | +$732 | 0.03% | 276 |
|
|
2023
Q4 | $209K | Sell |
4,239
-17,048
| -80% | -$736K | 0.02% | 302 |
|
|
2023
Q3 | $870K | Sell |
21,287
-515
| -2% | -$22.2K | 0.1% | 154 |
|
|
2023
Q2 | $931K | Sell |
21,802
-883
| -4% | -$35.5K | 0.13% | 142 |
|
|
2023
Q1 | $848K | Sell |
22,685
-13,082
| -37% | -$570K | 0.1% | 158 |
|
|
2022
Q4 | $1.73M | Buy |
+35,767
| New | +$1.58M | 0.12% | 135 |
|
|
2022
Q1 | $4.49M | Sell |
102,857
-181,874
| -64% | -$9.73M | 0.31% | 79 |
|
|
2021
Q4 | $15.3M | Buy |
284,731
+183
| +0.1% | +$9.01K | 1.01% | 27 |
|
|
2021
Q3 | $14.3M | Buy |
284,548
+1,409
| +0.5% | +$65.2K | 0.95% | 35 |
|
|
2021
Q2 | $14.3M | Buy |
283,139
+18,957
| +7% | +$846K | 1.01% | 33 |
|
|
2021
Q1 | $12.1M | Buy |
264,182
+181,874
| +221% | +$6.44M | 0.94% | 33 |
|
|
2020
Q4 | $2.69M | Sell |
82,308
-64,626
| -44% | -$1.67M | 0.23% | 81 |
|
|
2020
Q3 | $3.5M | Sell |
146,934
-52,411
| -26% | -$1.29M | 0.34% | 77 |
|
|
2020
Q2 | $4.99M | Buy |
199,345
+28,818
| +17% | +$788K | 0.52% | 61 |
|
|
2020
Q1 | $4.1M | Buy |
170,527
+62,736
| +58% | +$2.67M | 0.53% | 57 |
|
|
2019
Q4 | $5.15M | Buy |
107,791
+348
| +0.3% | +$18.2K | 0.61% | 51 |
|
|
2019
Q3 | $5.73M | Buy |
107,443
+67,142
| +167% | +$3.16M | 0.78% | 41 |
|
|
2019
Q2 | $1.85M | Sell |
40,301
-732
| -2% | -$34.2K | 0.28% | 82 |
|
|
2019
Q1 | $1.88M | Sell |
41,033
-649
| -2% | -$31.9K | 0.29% | 82 |
|
|
2018
Q4 | $2.05M | Buy |
41,682
+164
| +0.4% | +$8.4K | 0.33% | 78 |
|
|
2018
Q3 | $2.18M | Sell |
41,518
-149
| -0.4% | -$8.51K | 0.4% | 69 |
|
|
2018
Q2 | $2.31M | Sell |
41,667
-447
| -1% | -$23.9K | 0.47% | 64 |
|
|
2018
Q1 | $2.21M | Buy |
42,114
+1,772
| +4% | +$105K | 0.48% | 57 |
|
|
2017
Q4 | $2.45M | Sell |
40,342
-134
| -0.3% | -$7.57K | 0.66% | 42 |
|
|
2017
Q3 | $2.23M | Sell |
40,476
-388
| -0.9% | -$20.6K | 0.63% | 41 |
|
|
2017
Q2 | $2.26M | Buy |
40,864
+39,513
| +2,925% | +$2.12M | 0.65% | 43 |
|
|
2017
Q1 | $74.3K | Buy |
+1,351
| New | +$76.7K | 0.26% | 75 |
|
|
2016
Q3 | $4.54M | Sell |
103,832
-92,614
| -47% | -$4.43M | 1.48% | 11 |
|
|
2016
Q2 | $4.49M | Buy |
+196,446
| New | +$9.58M | 0.58% | 34 |
|
|
2015
Q4 | $3.52M | Buy |
+190,633
| New | +$10.4M | 0.57% | 36 |
|
|
2015
Q2 | $2.88M | Buy |
51,165
+14,614
| +40% | +$815K | 1.26% | 14 |
|
|
2015
Q1 | $1.99M | Buy |
+36,551
| New | +$1.98M | 0.93% | 25 |
|
Other funds holding WFC
