ZIM
Zacks Investment Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.9M | Buy |
1,047,500
+4,011
| +0.4% | +$321K | 0.72% | 37 |
|
|
2025
Q1 | $74.9M | Buy |
1,043,489
+59,385
| +6% | +$4.26M | 0.7% | 41 |
|
|
2024
Q4 | $69.1M | Buy |
984,104
+968,473
| +6,196% | +$68M | 0.64% | 41 |
|
|
2024
Q3 | $883K | Buy |
15,631
+197
| +1% | +$11.1K | 0.01% | 418 |
|
|
2024
Q2 | $917K | Buy |
15,434
+2,557
| +20% | +$152K | 0.01% | 373 |
|
|
2024
Q1 | $746K | Buy |
12,877
+5,785
| +82% | +$335K | 0.01% | 426 |
|
|
2023
Q4 | $349K | Sell |
7,092
-2,307
| -25% | -$114K | ﹤0.01% | 508 |
|
|
2023
Q3 | $384K | Buy |
9,399
+1,241
| +15% | +$50.7K | 0.01% | 481 |
|
|
2023
Q2 | $348K | Buy |
8,158
+35
| +0.4% | +$1.49K | ﹤0.01% | 503 |
|
|
2023
Q1 | $304K | Sell |
8,123
-347
| -4% | -$13K | ﹤0.01% | 515 |
|
|
2022
Q4 | $350K | Sell |
8,470
-544
| -6% | -$22.5K | ﹤0.01% | 489 |
|
|
2022
Q3 | $363K | Sell |
9,014
-5,851
| -39% | -$236K | 0.01% | 463 |
|
|
2022
Q2 | $582K | Buy |
14,865
+3,944
| +36% | +$154K | 0.01% | 409 |
|
|
2022
Q1 | $529K | Sell |
10,921
-6,813
| -38% | -$330K | 0.01% | 434 |
|
|
2021
Q4 | $850K | Buy |
17,734
+7,495
| +73% | +$359K | 0.01% | 396 |
|
|
2021
Q3 | $475K | Sell |
10,239
-7,843
| -43% | -$364K | 0.01% | 459 |
|
|
2021
Q2 | $819K | Sell |
18,082
-1,409,634
| -99% | -$63.8M | 0.01% | 391 |
|
|
2021
Q1 | $55.8M | Buy |
1,427,716
+29,890
| +2% | +$1.17M | 0.99% | 26 |
|
|
2020
Q4 | $42.2M | Sell |
1,397,826
-96,143
| -6% | -$2.9M | 0.78% | 43 |
|
|
2020
Q3 | $35.1M | Buy |
1,493,969
+49,808
| +3% | +$1.17M | 0.71% | 45 |
|
|
2020
Q2 | $37M | Sell |
1,444,161
-59,454
| -4% | -$1.52M | 0.81% | 44 |
|
|
2020
Q1 | $43.2M | Buy |
1,503,615
+2,947
| +0.2% | +$84.6K | 1.06% | 31 |
|
|
2019
Q4 | $80.7M | Buy |
1,500,668
+7,172
| +0.5% | +$386K | 1.51% | 12 |
|
|
2019
Q3 | $75.3M | Buy |
1,493,496
+33,724
| +2% | +$1.7M | 1.51% | 14 |
|
|
2019
Q2 | $69.1M | Buy |
1,459,772
+14,553
| +1% | +$689K | 1.42% | 15 |
|
|
2019
Q1 | $69.8M | Buy |
1,445,219
+294,725
| +26% | +$14.2M | 1.5% | 15 |
|
|
2018
Q4 | $53M | Sell |
1,150,494
-44,533
| -4% | -$2.05M | 1.28% | 19 |
|
|
2018
Q3 | $62.8M | Sell |
1,195,027
-6,635
| -0.6% | -$349K | 1.31% | 14 |
|
|
2018
Q2 | $66.6M | Buy |
1,201,662
+9,180
| +0.8% | +$509K | 1.45% | 13 |
|
|
2018
Q1 | $62.5M | Buy |
1,192,482
+5,137
| +0.4% | +$269K | 1.39% | 14 |
|
|
2017
Q4 | $72M | Buy |
1,187,345
+18,948
| +2% | +$1.15M | 1.57% | 10 |
|
|
2017
Q3 | $64.4M | Buy |
1,168,397
+16,868
| +1% | +$930K | 1.51% | 10 |
|
|
2017
Q2 | $63.8M | Buy |
1,151,529
+26,169
| +2% | +$1.45M | 1.58% | 10 |
|
|
2017
Q1 | $62.6M | Buy |
1,125,360
+129,064
| +13% | +$7.18M | 1.59% | 9 |
|
|
2016
Q4 | $54.9M | Sell |
996,296
-28,051
| -3% | -$1.55M | 1.58% | 11 |
|
|
2016
Q3 | $45.4M | Sell |
1,024,347
-144,198
| -12% | -$6.39M | 1.28% | 18 |
|
|
2016
Q2 | $55.3M | Buy |
1,168,545
+29,840
| +3% | +$1.41M | 1.69% | 9 |
|
|
2016
Q1 | $55.1M | Buy |
1,138,705
+37,786
| +3% | +$1.83M | 1.75% | 6 |
|
|
2015
Q4 | $59.8M | Sell |
1,100,919
-5,709
| -0.5% | -$310K | 1.96% | 3 |
|
|
2015
Q3 | $56.8M | Sell |
1,106,628
-90,083
| -8% | -$4.63M | 1.98% | 3 |
|
|
2015
Q2 | $67.3M | Sell |
1,196,711
-8,329
| -0.7% | -$468K | 2.13% | 2 |
|
|
2015
Q1 | $65.6M | Buy |
1,205,040
+21,316
| +2% | +$1.16M | 2.07% | 1 |
|
|
2014
Q4 | $64.9M | Buy |
1,183,724
+57,438
| +5% | +$3.15M | 2.1% | 1 |
|
|
2014
Q3 | $58.4M | Buy |
1,126,286
+31,443
| +3% | +$1.63M | 2.03% | 1 |
|
|
2014
Q2 | $57.6M | Buy |
1,094,843
+117,078
| +12% | +$6.16M | 2.05% | 1 |
|
|
2014
Q1 | $48.6M | Buy |
977,765
+51,781
| +6% | +$2.58M | 1.8% | 3 |
|
|
2013
Q4 | $42M | Buy |
925,984
+22,298
| +2% | +$1.01M | 1.66% | 4 |
|
|
2013
Q3 | $37.3M | Buy |
903,686
+25,920
| +3% | +$1.07M | 1.61% | 5 |
|
|
2013
Q2 | $36.2M | Buy |
+877,766
| New | +$36.2M | 1.66% | 6 |
|