Wright Investors Service’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 | $2.21M | Buy |
27,526
+8,045
| +41% | +$645K | 0.67% | 40 |
|
|
2025
Q1 | $1.4M | Buy |
19,481
+6,084
| +45% | +$437K | 0.46% | 56 |
|
|
2024
Q4 | $941K | Buy |
13,397
+91
| +0.7% | +$6.39K | 0.31% | 75 |
|
|
2024
Q3 | $752K | Sell |
13,306
-12,421
| -48% | -$702K | 0.2% | 115 |
|
|
2024
Q2 | $1.53M | Sell |
25,727
-88
| -0.3% | -$5.23K | 0.4% | 73 |
|
|
2024
Q1 | $1.5M | Sell |
25,815
-644
| -2% | -$37.3K | 0.38% | 78 |
|
|
2023
Q4 | $1.3M | Sell |
26,459
-174
| -0.7% | -$8.56K | 0.37% | 81 |
|
|
2023
Q3 | $1.09M | Buy |
26,633
+12,091
| +83% | +$494K | 0.32% | 88 |
|
|
2023
Q2 | $621K | Buy |
+14,542
| New | +$621K | 0.18% | 119 |
|
|
2022
Q2 | – | Sell |
-28,904
| Closed | -$1.4M | – | 174 |
|
|
2022
Q1 | $1.4M | Buy |
28,904
+1,785
| +7% | +$86.5K | 0.35% | 86 |
|
|
2021
Q4 | $1.3M | Buy |
+27,119
| New | +$1.3M | 0.33% | 88 |
|
|
2019
Q3 | – | Sell |
-11,544
| Closed | -$546K | – | 164 |
|
|
2019
Q2 | $546K | Sell |
11,544
-27,425
| -70% | -$1.3M | 0.21% | 103 |
|
|
2019
Q1 | $1.88M | Sell |
38,969
-9,709
| -20% | -$469K | 0.76% | 42 |
|
|
2018
Q4 | $2.24M | Buy |
48,678
+19,745
| +68% | +$910K | 0.96% | 33 |
|
|
2018
Q3 | $1.52M | Buy |
+28,933
| New | +$1.52M | 0.56% | 56 |
|
|
2017
Q4 | – | Sell |
-5,427
| Closed | -$300K | – | 230 |
|
|
2017
Q3 | $300K | Sell |
5,427
-17,063
| -76% | -$943K | 0.11% | 180 |
|
|
2017
Q2 | $1.25M | Buy |
22,490
+2,615
| +13% | +$145K | 0.47% | 54 |
|
|
2017
Q1 | $1.11M | Sell |
19,875
-5,145
| -21% | -$286K | 0.45% | 62 |
|
|
2016
Q4 | $1.38M | Sell |
25,020
-4,040
| -14% | -$223K | 0.6% | 50 |
|
|
2016
Q3 | $1.29M | Sell |
29,060
-1,495
| -5% | -$66.2K | 0.54% | 67 |
|
|
2016
Q2 | $1.45M | Sell |
30,555
-435
| -1% | -$20.6K | 0.59% | 58 |
|
|
2016
Q1 | $1.5M | Sell |
30,990
-6,180
| -17% | -$299K | 0.59% | 53 |
|
|
2015
Q4 | $2.02M | Buy |
37,170
+6,038
| +19% | +$328K | 0.75% | 33 |
|
|
2015
Q3 | $1.6M | Buy |
31,132
+6,411
| +26% | +$329K | 0.72% | 38 |
|
|
2015
Q2 | $1.39M | Sell |
24,721
-1,084
| -4% | -$61K | 0.66% | 42 |
|
|
2015
Q1 | $1.4M | Buy |
25,805
+2,695
| +12% | +$147K | 0.67% | 41 |
|
|
2014
Q4 | $1.27M | Buy |
23,110
+3,553
| +18% | +$195K | 0.62% | 40 |
|
|
2014
Q3 | $1.01M | Buy |
19,557
+2,685
| +16% | +$139K | 0.5% | 62 |
|
|
2014
Q2 | $887K | Sell |
16,872
-532
| -3% | -$28K | 0.4% | 84 |
|
|
2014
Q1 | $866K | Buy |
17,404
+831
| +5% | +$41.3K | 0.39% | 80 |
|
|
2013
Q4 | $752K | Buy |
16,573
+3
| +0% | +$136 | 0.33% | 95 |
|
|
2013
Q3 | $685K | Buy |
16,570
+2,993
| +22% | +$124K | 0.31% | 100 |
|
|
2013
Q2 | $560K | Buy |
+13,577
| New | +$560K | 0.26% | 115 |
|