Wellington Management Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.98B | Buy |
74,696,147
+3,730,768
| +5% | +$299M | 1.09% | 12 |
|
|
2025
Q1 | $5.09B | Sell |
70,965,379
-16,346,369
| -19% | -$1.17B | 0.98% | 13 |
|
|
2024
Q4 | $6.13B | Sell |
87,311,748
-3,938,144
| -4% | -$277M | 1.12% | 11 |
|
|
2024
Q3 | $5.15B | Buy |
91,249,892
+19,412,927
| +27% | +$1.1B | 0.9% | 13 |
|
|
2024
Q2 | $4.27B | Buy |
71,836,965
+11,660,483
| +19% | +$693M | 0.76% | 20 |
|
|
2024
Q1 | $3.49B | Buy |
60,176,482
+41,365,575
| +220% | +$2.4B | 0.62% | 31 |
|
|
2023
Q4 | $926M | Buy |
18,810,907
+4,622,569
| +33% | +$228M | 0.17% | 139 |
|
|
2023
Q3 | $580M | Buy |
14,188,338
+5,181,555
| +58% | +$212M | 0.12% | 176 |
|
|
2023
Q2 | $384M | Buy |
9,006,783
+7,380,917
| +454% | +$315M | 0.07% | 255 |
|
|
2023
Q1 | $60.8M | Buy |
1,625,866
+1,482,999
| +1,038% | +$55.4M | 0.01% | 643 |
|
|
2022
Q4 | $5.9M | Sell |
142,867
-597,367
| -81% | -$24.7M | ﹤0.01% | 1229 |
|
|
2022
Q3 | $29.8M | Sell |
740,234
-48,969
| -6% | -$1.97M | 0.01% | 795 |
|
|
2022
Q2 | $30.9M | Buy |
789,203
+271,601
| +52% | +$10.6M | 0.01% | 822 |
|
|
2022
Q1 | $25.1M | Buy |
517,602
+293,824
| +131% | +$14.2M | ﹤0.01% | 963 |
|
|
2021
Q4 | $10.7M | Buy |
223,778
+106,528
| +91% | +$5.11M | ﹤0.01% | 1241 |
|
|
2021
Q3 | $5.44M | Sell |
117,250
-1,175,777
| -91% | -$54.6M | ﹤0.01% | 1485 |
|
|
2021
Q2 | $58.6M | Buy |
1,293,027
+225,089
| +21% | +$10.2M | 0.01% | 775 |
|
|
2021
Q1 | $41.7M | Sell |
1,067,938
-322,716
| -23% | -$12.6M | 0.01% | 854 |
|
|
2020
Q4 | $42M | Buy |
1,390,654
+1,146,926
| +471% | +$34.6M | 0.01% | 812 |
|
|
2020
Q3 | $5.73M | Buy |
243,728
+157,873
| +184% | +$3.71M | ﹤0.01% | 1241 |
|
|
2020
Q2 | $2.2M | Sell |
85,855
-30,191
| -26% | -$773K | ﹤0.01% | 1349 |
|
|
2020
Q1 | $3.33M | Sell |
116,046
-25,458
| -18% | -$731K | ﹤0.01% | 1277 |
|
|
2019
Q4 | $7.61M | Sell |
141,504
-23,773
| -14% | -$1.28M | ﹤0.01% | 1226 |
|
|
2019
Q3 | $8.34M | Sell |
165,277
-3,122,346
| -95% | -$157M | ﹤0.01% | 1218 |
|
|
2019
Q2 | $156M | Sell |
3,287,623
-21,702,420
| -87% | -$1.03B | 0.03% | 442 |
|
|
2019
Q1 | $1.21B | Sell |
24,990,043
-2,274,196
| -8% | -$110M | 0.27% | 95 |
|
|
2018
Q4 | $1.26B | Sell |
27,264,239
-969,980
| -3% | -$44.7M | 0.31% | 77 |
|
|
2018
Q3 | $1.48B | Sell |
28,234,219
-1,527,314
| -5% | -$80.3M | 0.31% | 79 |
|
|
2018
Q2 | $1.65B | Sell |
29,761,533
-5,768,964
| -16% | -$320M | 0.37% | 67 |
|
|
2018
Q1 | $1.86B | Sell |
35,530,497
-13,190,405
| -27% | -$691M | 0.42% | 60 |
|
|
2017
Q4 | $2.96B | Sell |
48,720,902
-9,298,267
| -16% | -$564M | 0.65% | 31 |
|
|
2017
Q3 | $3.2B | Sell |
58,019,169
-32,042,455
| -36% | -$1.77B | 0.73% | 26 |
|
|
2017
Q2 | $4.99B | Sell |
90,061,624
-7,127,741
| -7% | -$395M | 1.18% | 9 |
|
|
2017
Q1 | $5.41B | Sell |
97,189,365
-3,351,450
| -3% | -$187M | 1.3% | 8 |
|
|
2016
Q4 | $5.54B | Sell |
100,540,815
-4,746,643
| -5% | -$262M | 1.39% | 6 |
|
|
2016
Q3 | $4.66B | Sell |
105,287,458
-24,175,313
| -19% | -$1.07B | 1.17% | 7 |
|
|
2016
Q2 | $6.13B | Sell |
129,462,771
-1,808,145
| -1% | -$85.6M | 1.58% | 6 |
|
|
2016
Q1 | $6.35B | Buy |
131,270,916
+3,450,553
| +3% | +$167M | 1.67% | 5 |
|
|
2015
Q4 | $6.95B | Buy |
127,820,363
+871,884
| +0.7% | +$47.4M | 1.82% | 4 |
|
|
2015
Q3 | $6.52B | Buy |
126,948,479
+1,120,193
| +0.9% | +$57.5M | 1.82% | 4 |
|
|
2015
Q2 | $7.08B | Buy |
125,828,286
+1,272,983
| +1% | +$71.6M | 1.83% | 3 |
|
|
2015
Q1 | $6.78B | Sell |
124,555,303
-1,819,510
| -1% | -$99M | 1.74% | 4 |
|
|
2014
Q4 | $6.93B | Buy |
126,374,813
+547,415
| +0.4% | +$30M | 1.83% | 4 |
|
|
2014
Q3 | $6.53B | Sell |
125,827,398
-2,591,531
| -2% | -$134M | 1.8% | 4 |
|
|
2014
Q2 | $6.75B | Sell |
128,418,929
-8,266,987
| -6% | -$435M | 1.82% | 2 |
|
|
2014
Q1 | $6.8B | Buy |
136,685,916
+1,674,223
| +1% | +$83.3M | 1.89% | 2 |
|
|
2013
Q4 | $6.13B | Buy |
135,011,693
+1,090,496
| +0.8% | +$49.5M | 1.76% | 2 |
|
|
2013
Q3 | $5.53B | Buy |
133,921,197
+12,260,837
| +10% | +$507M | 1.73% | 2 |
|
|
2013
Q2 | $5.02B | Buy |
+121,660,360
| New | +$5.02B | 1.64% | 3 |
|