Wells Fargo’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Buy |
13,453
+1,966
| +17% | +$50.5K | ﹤0.01% | 4034 |
|
|
2025
Q1 | $287K | Buy |
11,487
+2,357
| +26% | +$58.8K | ﹤0.01% | 4022 |
|
|
2024
Q4 | $249K | Buy |
9,130
+1,141
| +14% | +$31.1K | ﹤0.01% | 4177 |
|
|
2024
Q3 | $203K | Buy |
7,989
+520
| +7% | +$13.2K | ﹤0.01% | 4183 |
|
|
2024
Q2 | $144K | Buy |
7,469
+1,298
| +21% | +$25.1K | ﹤0.01% | 4368 |
|
|
2024
Q1 | $116K | Buy |
6,171
+688
| +13% | +$12.9K | ﹤0.01% | 4438 |
|
|
2023
Q4 | $117K | Buy |
5,483
+926
| +20% | +$19.7K | ﹤0.01% | 4408 |
|
|
2023
Q3 | $76.7K | Sell |
4,557
-2,031
| -31% | -$34.2K | ﹤0.01% | 4598 |
|
|
2023
Q2 | $104K | Buy |
6,588
+2,683
| +69% | +$42.2K | ﹤0.01% | 4747 |
|
|
2023
Q1 | $75.3K | Buy |
3,905
+3,059
| +362% | +$59K | ﹤0.01% | 4675 |
|
|
2022
Q4 | $20.6K | Sell |
846
-1,400
| -62% | -$34.1K | ﹤0.01% | 4932 |
|
|
2022
Q3 | $54K | Sell |
2,246
-795
| -26% | -$19.1K | ﹤0.01% | 4617 |
|
|
2022
Q2 | $78K | Sell |
3,041
-19,500
| -87% | -$500K | ﹤0.01% | 4528 |
|
|
2022
Q1 | $679K | Sell |
22,541
-3,738
| -14% | -$113K | ﹤0.01% | 3930 |
|
|
2021
Q4 | $835K | Buy |
26,279
+3,444
| +15% | +$109K | ﹤0.01% | 4001 |
|
|
2021
Q3 | $700K | Buy |
22,835
+13,055
| +133% | +$400K | ﹤0.01% | 4220 |
|
|
2021
Q2 | $293K | Sell |
9,780
-12,248
| -56% | -$367K | ﹤0.01% | 4589 |
|
|
2021
Q1 | $667K | Sell |
22,028
-22,233
| -50% | -$673K | ﹤0.01% | 4229 |
|
|
2020
Q4 | $996K | Buy |
44,261
+4,942
| +13% | +$111K | ﹤0.01% | 3961 |
|
|
2020
Q3 | $605K | Sell |
39,319
-3,748
| -9% | -$57.7K | ﹤0.01% | 4113 |
|
|
2020
Q2 | $802K | Buy |
43,067
+10,532
| +32% | +$196K | ﹤0.01% | 3884 |
|
|
2020
Q1 | $590K | Sell |
32,535
-4,718
| -13% | -$85.6K | ﹤0.01% | 3806 |
|
|
2019
Q4 | $1.2M | Buy |
37,253
+7,088
| +23% | +$227K | ﹤0.01% | 3680 |
|
|
2019
Q3 | $910K | Buy |
30,165
+1,666
| +6% | +$50.3K | ﹤0.01% | 3855 |
|
|
2019
Q2 | $831K | Sell |
28,499
-2,055
| -7% | -$59.9K | ﹤0.01% | 3933 |
|
|
2019
Q1 | $831K | Buy |
30,554
+1,953
| +7% | +$53.1K | ﹤0.01% | 3978 |
|
|
2018
Q4 | $734K | Buy |
28,601
+4,673
| +20% | +$120K | ﹤0.01% | 3979 |
|
|
2018
Q3 | $752K | Buy |
23,928
+773
| +3% | +$24.3K | ﹤0.01% | 4079 |
|
|
2018
Q2 | $761K | Sell |
23,155
-803
| -3% | -$26.4K | ﹤0.01% | 4106 |
|
|
2018
Q1 | $709K | Buy |
23,958
+2,193
| +10% | +$64.9K | ﹤0.01% | 4071 |
|
|
2017
Q4 | $677K | Buy |
21,765
+6,786
| +45% | +$211K | ﹤0.01% | 4095 |
|
|
2017
Q3 | $431K | Buy |
14,979
+5,628
| +60% | +$162K | ﹤0.01% | 4311 |
|
|
2017
Q2 | $279K | Buy |
9,351
+159
| +2% | +$4.74K | ﹤0.01% | 4439 |
|
|
2017
Q1 | $303K | Buy |
9,192
+1
| +0% | +$33 | ﹤0.01% | 4414 |
|
|
2016
Q4 | $314K | Buy |
9,191
+4,305
| +88% | +$147K | ﹤0.01% | 4358 |
|
|
2016
Q3 | $132K | Buy |
4,886
+1,072
| +28% | +$29K | ﹤0.01% | 4546 |
|
|
2016
Q2 | $99K | Sell |
3,814
-378
| -9% | -$9.81K | ﹤0.01% | 4662 |
|
|
2016
Q1 | $121K | Buy |
4,192
+319
| +8% | +$9.21K | ﹤0.01% | 4545 |
|
|
2015
Q4 | $108K | Buy |
3,873
+3
| +0.1% | +$84 | ﹤0.01% | 4693 |
|
|
2015
Q3 | $96K | Sell |
3,870
-895
| -19% | -$22.2K | ﹤0.01% | 4731 |
|
|
2015
Q2 | $118K | Buy |
4,765
+3,757
| +373% | +$93K | ﹤0.01% | 4787 |
|
|
2015
Q1 | $23K | Buy |
1,008
+115
| +13% | +$2.62K | ﹤0.01% | 5129 |
|
|
2014
Q4 | $22K | Buy |
893
+256
| +40% | +$6.31K | ﹤0.01% | 5109 |
|
|
2014
Q3 | $15K | Sell |
637
-485
| -43% | -$11.4K | ﹤0.01% | 5255 |
|
|
2014
Q2 | $26K | Buy |
1,122
+1,121
| +112,100% | +$26K | ﹤0.01% | 5112 |
|
|
2014
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 5688 |
|
|
2013
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 5562 |
|
|
2013
Q3 | – | Sell |
-14,502
| Closed | -$267K | – | 5531 |
|
|
2013
Q2 | $267K | Buy |
+14,502
| New | +$267K | ﹤0.01% | 3973 |
|