Wells Fargo’s Franklin Universal Trust FT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$819K Sell
107,538
-41,321
-28% -$315K ﹤0.01% 3480
2025
Q1
$1.12M Buy
148,859
+1,914
+1% +$14.4K ﹤0.01% 3199
2024
Q4
$1.07M Sell
146,945
-15,898
-10% -$116K ﹤0.01% 3223
2024
Q3
$1.23M Sell
162,843
-931
-0.6% -$7.04K ﹤0.01% 3082
2024
Q2
$1.12M Sell
163,774
-10,523
-6% -$71.7K ﹤0.01% 3107
2024
Q1
$1.16M Sell
174,297
-928
-0.5% -$6.16K ﹤0.01% 3047
2023
Q4
$1.17M Sell
175,225
-6,671
-4% -$44.4K ﹤0.01% 3012
2023
Q3
$1.16M Sell
181,896
-15,349
-8% -$97.5K ﹤0.01% 2991
2023
Q2
$1.33M Sell
197,245
-107,010
-35% -$720K ﹤0.01% 3066
2023
Q1
$2.17M Buy
304,255
+1,207
+0.4% +$8.61K ﹤0.01% 2621
2022
Q4
$2.04M Sell
303,048
-114,582
-27% -$771K ﹤0.01% 2622
2022
Q3
$2.64M Sell
417,630
-78,465
-16% -$497K ﹤0.01% 2363
2022
Q2
$3.7M Buy
496,095
+3,759
+0.8% +$28K ﹤0.01% 2205
2022
Q1
$3.99M Sell
492,336
-49,120
-9% -$398K ﹤0.01% 2505
2021
Q4
$4.58M Sell
541,456
-16,964
-3% -$144K ﹤0.01% 2508
2021
Q3
$4.53M Sell
558,420
-2,315
-0.4% -$18.8K ﹤0.01% 2800
2021
Q2
$4.64M Buy
560,735
+20,290
+4% +$168K ﹤0.01% 2819
2021
Q1
$4.05M Sell
540,445
-61,656
-10% -$462K ﹤0.01% 2887
2020
Q4
$4.51M Buy
602,101
+1,741
+0.3% +$13K ﹤0.01% 2819
2020
Q3
$4.1M Sell
600,360
-2,574
-0.4% -$17.6K ﹤0.01% 2665
2020
Q2
$4.02M Buy
602,934
+87,482
+17% +$583K ﹤0.01% 2653
2020
Q1
$3.15M Sell
515,452
-6,516
-1% -$39.8K ﹤0.01% 2585
2019
Q4
$4.06M Buy
521,968
+30,670
+6% +$239K ﹤0.01% 2728
2019
Q3
$3.7M Buy
491,298
+11,819
+2% +$89.1K ﹤0.01% 2787
2019
Q2
$3.51M Sell
479,479
-6,786
-1% -$49.7K ﹤0.01% 2848
2019
Q1
$3.42M Buy
486,265
+155,915
+47% +$1.1M ﹤0.01% 2885
2018
Q4
$2.1M Buy
330,350
+10,887
+3% +$69.1K ﹤0.01% 3181
2018
Q3
$2.13M Buy
319,463
+35,940
+13% +$239K ﹤0.01% 3316
2018
Q2
$1.89M Sell
283,523
-53,857
-16% -$360K ﹤0.01% 3454
2018
Q1
$2.28M Buy
337,380
+69,368
+26% +$469K ﹤0.01% 3235
2017
Q4
$1.92M Buy
268,012
+15,530
+6% +$111K ﹤0.01% 3351
2017
Q3
$1.84M Buy
252,482
+7,497
+3% +$54.5K ﹤0.01% 3336
2017
Q2
$1.75M Buy
244,985
+6,563
+3% +$46.9K ﹤0.01% 3262
2017
Q1
$1.67M Buy
238,422
+37,434
+19% +$262K ﹤0.01% 3310
2016
Q4
$1.34M Buy
200,988
+31,792
+19% +$212K ﹤0.01% 3427
2016
Q3
$1.15M Buy
169,196
+6,248
+4% +$42.5K ﹤0.01% 3332
2016
Q2
$1.12M Sell
162,948
-6,568
-4% -$45.2K ﹤0.01% 3358
2016
Q1
$1.06M Buy
169,516
+1,577
+0.9% +$9.84K ﹤0.01% 3325
2015
Q4
$962K Sell
167,939
-8,516
-5% -$48.8K ﹤0.01% 3427
2015
Q3
$1.04M Sell
176,455
-3,631
-2% -$21.5K ﹤0.01% 3389
2015
Q2
$1.16M Buy
180,086
+3,187
+2% +$20.5K ﹤0.01% 3443
2015
Q1
$1.28M Sell
176,899
-2,458
-1% -$17.7K ﹤0.01% 3308
2014
Q4
$1.27M Buy
179,357
+4,912
+3% +$34.9K ﹤0.01% 3303
2014
Q3
$1.22M Sell
174,445
-1,130
-0.6% -$7.93K ﹤0.01% 3306
2014
Q2
$1.32M Buy
175,575
+29,317
+20% +$221K ﹤0.01% 3282
2014
Q1
$1.05M Sell
146,258
-2,371
-2% -$17.1K ﹤0.01% 3427
2013
Q4
$1.03M Sell
148,629
-5,091
-3% -$35.3K ﹤0.01% 3377
2013
Q3
$1.05M Sell
153,720
-18,952
-11% -$129K ﹤0.01% 3310
2013
Q2
$1.18M Buy
+172,672
New +$1.18M ﹤0.01% 3169