WestEnd Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.77K | Sell |
72
-25
| -26% | -$2K | ﹤0.01% | 101 |
|
|
2025
Q1 | $6.96K | Buy |
97
+64
| +194% | +$4.6K | ﹤0.01% | 85 |
|
|
2024
Q4 | $2.32K | Buy |
33
+7
| +27% | +$492 | ﹤0.01% | 98 |
|
|
2024
Q3 | $1.47K | Buy |
26
+7
| +37% | +$396 | ﹤0.01% | 103 |
|
|
2024
Q2 | $1.13K | Buy |
19
+5
| +36% | +$297 | ﹤0.01% | 114 |
|
|
2024
Q1 | $811 | Buy |
+14
| New | +$811 | ﹤0.01% | 123 |
|
|
2022
Q3 | – | Sell |
-55
| Closed | -$2.15K | – | 334 |
|
|
2022
Q2 | $2.15K | Buy |
+55
| New | +$2.15K | ﹤0.01% | 85 |
|
|
2022
Q1 | – | Sell |
-478,999
| Closed | -$23M | – | 36 |
|
|
2021
Q4 | $23M | Buy |
+478,999
| New | +$23M | 0.63% | 36 |
|
|
2021
Q3 | – | Hold |
0
| – | -$21.3B | – | 36 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 38 |
|
|
2019
Q4 | – | Sell |
-30
| Closed | -$1.51K | – | 81 |
|
|
2019
Q3 | $1.51K | Buy |
+30
| New | +$1.51K | ﹤0.01% | 65 |
|