Williams Jones Wealth Management’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 | $6.55M | Buy |
81,710
+31,795
| +64% | +$2.55M | 0.08% | 120 |
|
|
2025
Q1 | $3.58M | Sell |
49,915
-1,110
| -2% | -$79.7K | 0.05% | 148 |
|
|
2024
Q4 | $3.58M | Sell |
51,025
-3,621
| -7% | -$254K | 0.04% | 153 |
|
|
2024
Q3 | $3.09M | Sell |
54,646
-4,071
| -7% | -$230K | 0.04% | 166 |
|
|
2024
Q2 | $3.49M | Sell |
58,717
-93
| -0.2% | -$5.52K | 0.04% | 156 |
|
|
2024
Q1 | $3.41M | Buy |
58,810
+1,074
| +2% | +$62.2K | 0.04% | 150 |
|
|
2023
Q4 | $2.84M | Sell |
57,736
-3,811
| -6% | -$188K | 0.04% | 160 |
|
|
2023
Q3 | $2.51M | Sell |
61,547
-5,090
| -8% | -$208K | 0.04% | 169 |
|
|
2023
Q2 | $2.84M | Sell |
66,637
-386
| -0.6% | -$16.5K | 0.04% | 167 |
|
|
2023
Q1 | $2.51M | Buy |
67,023
+1,388
| +2% | +$51.9K | 0.04% | 184 |
|
|
2022
Q4 | $2.71M | Buy |
65,635
+880
| +1% | +$36.3K | 0.05% | 175 |
|
|
2022
Q3 | $2.6M | Buy |
64,755
+937
| +1% | +$37.7K | 0.05% | 183 |
|
|
2022
Q2 | $2.5M | Buy |
63,818
+2,087
| +3% | +$81.8K | 0.04% | 193 |
|
|
2022
Q1 | $2.99M | Buy |
61,731
+2,267
| +4% | +$110K | 0.04% | 172 |
|
|
2021
Q4 | $2.85M | Sell |
59,464
-624
| -1% | -$29.9K | 0.04% | 173 |
|
|
2021
Q3 | $2.79M | Buy |
60,088
+7,451
| +14% | +$346K | 0.04% | 173 |
|
|
2021
Q2 | $2.38M | Buy |
52,637
+4,398
| +9% | +$199K | 0.03% | 188 |
|
|
2021
Q1 | $1.89M | Sell |
48,239
-7,483
| -13% | -$292K | 0.03% | 195 |
|
|
2020
Q4 | $1.68M | Sell |
55,722
-6,000
| -10% | -$181K | 0.03% | 192 |
|
|
2020
Q3 | $1.45M | Sell |
61,722
-28,557
| -32% | -$671K | 0.03% | 185 |
|
|
2020
Q2 | $2.31M | Sell |
90,279
-9,305
| -9% | -$238K | 0.05% | 150 |
|
|
2020
Q1 | $2.86M | Sell |
99,584
-87,985
| -47% | -$2.53M | 0.07% | 120 |
|
|
2019
Q4 | $10.1M | Buy |
187,569
+85,140
| +83% | +$4.58M | 0.19% | 82 |
|
|
2019
Q3 | $5.17M | Buy |
+102,429
| New | +$5.17M | 0.11% | 117 |
|