Wells Fargo’s Franklin Universal Trust FT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$863K Sell
107,706
-1,994
-2% -$16.2K ﹤0.01% 3822
2025
Q4
$878K Buy
109,700
+3,218
+3% +$25.8K ﹤0.01% 4069
2025
Q3
$856K Sell
106,482
-1,056
-1% -$8.31K ﹤0.01% 3918
2025
Q2
$819K Sell
107,538
-41,321
-28% -$306K ﹤0.01% 3822
2025
Q1
$1.12M Buy
148,859
+1,914
+1% +$14.4K ﹤0.01% 3582
2024
Q4
$1.07M Sell
146,945
-15,898
-10% -$120K ﹤0.01% 3657
2024
Q3
$1.23M Sell
162,843
-931
-0.6% -$6.65K ﹤0.01% 3407
2024
Q2
$1.12M Sell
163,774
-10,523
-6% -$70.6K ﹤0.01% 3417
2024
Q1
$1.16M Sell
174,297
-928
-0.5% -$6.06K ﹤0.01% 3361
2023
Q4
$1.17M Sell
175,225
-6,671
-4% -$42.7K ﹤0.01% 3330
2023
Q3
$1.16M Sell
181,896
-15,349
-8% -$104K ﹤0.01% 3227
2023
Q2
$1.33M Sell
197,245
-107,010
-35% -$730K ﹤0.01% 3237
2023
Q1
$2.17M Buy
304,255
+1,207
+0.4% +$8.49K ﹤0.01% 2792
2022
Q4
$2.04M Sell
303,048
-114,582
-27% -$765K ﹤0.01% 2767
2022
Q3
$2.64M Sell
417,630
-78,465
-16% -$597K ﹤0.01% 2498
2022
Q2
$3.7M Buy
496,095
+3,759
+0.8% +$28.7K ﹤0.01% 2320
2022
Q1
$3.99M Sell
492,336
-49,120
-9% -$402K ﹤0.01% 2651
2021
Q4
$4.58M Sell
541,456
-16,964
-3% -$140K ﹤0.01% 2658
2021
Q3
$4.53M Sell
558,420
-2,315
-0.4% -$19.6K ﹤0.01% 2931
2021
Q2
$4.64M Buy
560,735
+20,290
+4% +$160K ﹤0.01% 2937
2021
Q1
$4.05M Sell
540,445
-61,656
-10% -$460K ﹤0.01% 3037
2020
Q4
$4.51M Buy
602,101
+1,741
+0.3% +$12.4K ﹤0.01% 2847
2020
Q3
$4.09M Sell
600,360
-2,574
-0.4% -$17.9K ﹤0.01% 2693
2020
Q2
$4.01M Buy
602,934
+87,482
+17% +$572K ﹤0.01% 2683
2020
Q1
$3.15M Sell
515,452
-6,516
-1% -$48.1K ﹤0.01% 2630
2019
Q4
$4.06M Buy
521,968
+30,670
+6% +$234K ﹤0.01% 2749
2019
Q3
$3.7M Buy
491,298
+11,819
+2% +$87.4K ﹤0.01% 2812
2019
Q2
$3.51M Sell
479,479
-6,786
-1% -$47.8K ﹤0.01% 2871
2019
Q1
$3.42M Buy
486,265
+155,915
+47% +$1.06M ﹤0.01% 2899
2018
Q4
$2.1M Buy
330,350
+10,887
+3% +$71K ﹤0.01% 3227
2018
Q3
$2.13M Buy
319,463
+35,940
+13% +$242K ﹤0.01% 3355
2018
Q2
$1.89M Sell
283,523
-53,857
-16% -$360K ﹤0.01% 3493
2018
Q1
$2.28M Buy
337,380
+69,368
+26% +$478K ﹤0.01% 3271
2017
Q4
$1.92M Buy
268,012
+15,530
+6% +$113K ﹤0.01% 3391
2017
Q3
$1.84M Buy
252,482
+7,497
+3% +$54.2K ﹤0.01% 3381
2017
Q2
$1.75M Buy
244,985
+6,563
+3% +$47.1K ﹤0.01% 3310
2017
Q1
$1.67M Buy
238,422
+37,434
+19% +$258K ﹤0.01% 3346
2016
Q4
$1.34M Buy
200,988
+31,792
+19% +$209K ﹤0.01% 3482
2016
Q3
$1.15M Buy
169,196
+6,248
+4% +$43.1K ﹤0.01% 3393
2016
Q2
$1.12M Sell
162,948
-6,568
-4% -$42.8K ﹤0.01% 3412
2016
Q1
$1.06M Buy
169,516
+1,577
+0.9% +$9.2K ﹤0.01% 3378
2015
Q4
$962K Sell
167,939
-8,516
-5% -$50.5K ﹤0.01% 3501
2015
Q3
$1.04M Sell
176,455
-3,631
-2% -$22.7K ﹤0.01% 3465
2015
Q2
$1.16M Buy
180,086
+3,187
+2% +$22.2K ﹤0.01% 3488
2015
Q1
$1.28M Sell
176,899
-2,458
-1% -$17.6K ﹤0.01% 3350
2014
Q4
$1.27M Buy
179,357
+4,912
+3% +$35.1K ﹤0.01% 3347
2014
Q3
$1.22M Sell
174,445
-1,130
-0.6% -$8.27K ﹤0.01% 3334
2014
Q2
$1.32M Buy
175,575
+29,317
+20% +$217K ﹤0.01% 3313
2014
Q1
$1.05M Sell
146,258
-2,371
-2% -$16.8K ﹤0.01% 3459
2013
Q4
$1.03M Sell
148,629
-5,091
-3% -$35.2K ﹤0.01% 3398
2013
Q3
$1.05M Sell
153,720
-18,952
-11% -$131K ﹤0.01% 3329
2013
Q2
$1.18M Buy
+172,672
New +$1.28M ﹤0.01% 3180

Other funds holding FT