XML Financial’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $726K | Buy |
9,116
+246
| +3% | +$21.1K | 0.06% | 218 |
|
|
2025
Q4 | $827K | Sell |
8,870
-3,831
| -30% | -$333K | 0.07% | 199 |
|
|
2025
Q3 | $1.06M | Sell |
12,701
-270
| -2% | -$21.9K | 0.09% | 177 |
|
|
2025
Q2 | $1.04M | Sell |
12,971
-3,388
| -21% | -$244K | 0.09% | 177 |
|
|
2025
Q1 | $1.17M | Buy |
16,359
+129
| +0.8% | +$9.69K | 0.11% | 155 |
|
|
2024
Q4 | $1.14M | Sell |
16,230
-2,444
| -13% | -$167K | 0.1% | 159 |
|
|
2024
Q3 | $1.05M | Sell |
18,674
-1,600
| -8% | -$90.5K | 0.1% | 170 |
|
|
2024
Q2 | $1.2M | Buy |
20,274
+85
| +0.4% | +$5.02K | 0.12% | 146 |
|
|
2024
Q1 | $1.17M | Sell |
20,189
-99
| -0.5% | -$5.18K | 0.12% | 152 |
|
|
2023
Q4 | $999K | Buy |
20,288
+1,210
| +6% | +$52.2K | 0.11% | 162 |
|
|
2023
Q3 | $780K | Buy |
19,078
+1,158
| +6% | +$50K | 0.09% | 173 |
|
|
2023
Q2 | $765K | Buy |
17,920
+273
| +2% | +$11K | 0.09% | 180 |
|
|
2023
Q1 | $652K | Sell |
17,647
-1,442
| -8% | -$62.9K | 0.08% | 187 |
|
|
2022
Q4 | $788K | Buy |
19,089
+1,598
| +9% | +$70.7K | 0.1% | 171 |
|
|
2022
Q3 | $703K | Buy |
17,491
+900
| +5% | +$38.7K | 0.1% | 169 |
|
|
2022
Q2 | $650K | Sell |
16,591
-628
| -4% | -$27.6K | 0.15% | 122 |
|
|
2022
Q1 | $834K | Buy |
17,219
+70
| +0.4% | +$3.75K | 0.1% | 167 |
|
|
2021
Q4 | $823K | Buy |
17,149
+490
| +3% | +$24.1K | 0.1% | 166 |
|
|
2021
Q3 | $773K | Sell |
16,659
-27
| -0.2% | -$1.25K | 0.1% | 163 |
|
|
2021
Q2 | $756K | Sell |
16,686
-29
| -0.2% | -$1.29K | 0.17% | 108 |
|
|
2021
Q1 | $653K | Sell |
16,715
-1,178
| -7% | -$41.7K | 0.16% | 111 |
|
|
2020
Q4 | $540K | Buy |
17,893
+262
| +1% | +$6.78K | 0.14% | 124 |
|
|
2020
Q3 | $415K | Sell |
17,631
-6,968
| -28% | -$172K | 0.13% | 123 |
|
|
2020
Q2 | $630K | Buy |
24,599
+10,244
| +71% | +$280K | 0.22% | 90 |
|
|
2020
Q1 | $412K | Buy |
14,355
+6,262
| +77% | +$266K | 0.18% | 100 |
|
|
2019
Q4 | $435K | Buy |
+8,093
| New | +$424K | 0.16% | 107 |
|
Other funds holding WFC
VCM
VPM
