Holding/activity history for Wells Fargo (WFC)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q3 | 1,140,500 | 1.13 | Reduce 4.20% | 0.05 | $56.49 |
| 2024 Q2 | 1,190,500 | 1.27 | Reduce 12.50% | 0.18 | $59.39 |
| 2024 Q1 | 1,360,500 | 1.45 | $57.96 | ||
| 2023 Q4 | 1,360,500 | 1.34 | Reduce 4.09% | 0.06 | $49.22 |
| 2023 Q3 | 1,418,500 | 1.29 | Reduce 8.48% | 0.12 | $40.86 |
| 2023 Q2 | 1,550,000 | 1.37 | $42.68 | ||
| 2023 Q1 | 1,550,000 | 1.27 | Reduce 3.13% | 0.04 | $37.38 |
| 2022 Q4 | 1,600,000 | 1.53 | Reduce 22.48% | 0.44 | $41.29 |
| 2022 Q3 | 2,064,000 | 1.98 | $40.22 | ||
| 2022 Q2 | 2,064,000 | 1.82 | Add 2.48% | 0.04 | $39.17 |
| 2022 Q1 | 2,014,000 | 1.81 | Reduce 2.42% | 0.04 | $48.46 |
| 2021 Q4 | 2,064,000 | 1.67 | $47.98 | ||
| 2021 Q3 | 2,064,000 | 1.76 | Reduce 12.91% | 0.26 | $46.41 |
| 2021 Q2 | 2,370,000 | 1.96 | Reduce 7.42% | 0.16 | $45.29 |
| 2021 Q1 | 2,560,000 | 1.97 | Reduce 10.18% | 0.22 | $39.07 |
| 2020 Q4 | 2,850,000 | 1.78 | Add 7.55% | 0.12 | $30.18 |
| 2020 Q3 | 2,650,000 | 1.43 | $23.51 | ||
| 2020 Q2 | 2,650,000 | 1.64 | Add 120.83% | 0.90 | $25.60 |
| 2020 Q1 | 1,200,000 | 0.96 | $28.70 | ||
| 2019 Q4 | 1,200,000 | 1.41 | $53.80 | ||
| 2019 Q3 | 1,200,000 | 1.40 | $50.44 | ||
| 2019 Q2 | 1,200,000 | 1.31 | Add 16.50% | 0.19 | $47.32 |
| 2019 Q1 | 1,030,000 | 1.16 | Add 1.98% | 0.02 | $48.32 |
| 2018 Q4 | 1,010,000 | 1.20 | Reduce 0.98% | 0.01 | $46.08 |
| 2018 Q3 | 1,020,000 | 1.18 | Reduce 23.02% | 0.35 | $52.56 |
| 2018 Q2 | 1,325,000 | 1.72 | Reduce 2.57% | 0.05 | $55.44 |
| 2018 Q1 | 1,360,000 | 1.65 | Reduce 4.90% | 0.08 | $52.41 |
| 2017 Q4 | 1,430,000 | 1.86 | Reduce 7.14% | 0.14 | $60.67 |
| 2017 Q3 | 1,540,000 | 1.95 | $55.15 | ||
| 2017 Q2 | 1,540,000 | 1.88 | $55.41 | ||
| 2017 Q1 | 1,540,000 | 1.91 | Reduce 2.53% | 0.05 | $55.66 |
| 2016 Q4 | 1,580,000 | 2.01 | Reduce 14.59% | 0.34 | $55.11 |
| 2016 Q3 | 1,850,000 | 1.91 | $44.28 | ||
| 2016 Q2 | 1,850,000 | 2.09 | Add 17.09% | 0.31 | $47.33 |
| 2016 Q1 | 1,580,000 | 1.93 | Add 3.27% | 0.06 | $48.36 |
| 2015 Q4 | 1,530,000 | 2.20 | $54.36 | ||
| 2015 Q3 | 1,530,000 | 2.15 | Reduce 1.29% | 0.03 | $51.35 |
| 2015 Q2 | 1,550,000 | 2.14 | $56.24 | ||
| 2015 Q1 | 1,550,000 | 2.00 | $54.40 | ||
| 2014 Q4 | 1,550,000 | 2.01 | Reduce 1.90% | 0.04 | $54.82 |
| 2014 Q3 | 1,580,000 | 2.03 | Reduce 12.22% | 0.28 | $51.87 |
| 2014 Q2 | 1,800,000 | 2.26 | $52.56 | ||
| 2014 Q1 | 1,800,000 | 2.23 | $49.74 | ||
| 2013 Q4 | 1,800,000 | 2.12 | $45.40 | ||
| 2013 Q3 | 1,800,000 | 2.16 | Reduce 6.25% | 0.14 | $41.32 |
| 2013 Q2 | 1,920,000 | 2.63 | $41.27 | ||
| 2013 Q1 | 1,920,000 | 2.47 | $36.99 | ||
| 2012 Q4 | 1,920,000 | 2.73 | $34.18 | ||
| 2012 Q3 | 1,920,000 | 2.85 | $34.53 | ||
| 2012 Q2 | 1,920,000 | 2.92 | $33.44 | ||
| 2012 Q1 | 1,920,000 | 2.93 | $34.14 | ||
| 2011 Q4 | 1,920,000 | 2.71 | $27.56 | ||
| 2011 Q3 | 1,920,000 | 2.66 | Add 0.52% | 0.01 | $24.12 |
| 2011 Q2 | 1,910,000 | 2.55 | $28.06 | ||
| 2011 Q1 | 1,910,000 | 2.87 | Reduce 4.98% | 0.15 | $31.70 |
| 2010 Q4 | 2,010,000 | 3.11 | Add 2.03% | 0.06 | $30.99 |
| 2010 Q3 | 1,970,000 | 2.70 | Add 2.07% | 0.05 | $25.13 |
| 2010 Q2 | 1,930,000 | 2.87 | Reduce 20.58% | 0.74 | $25.60 |
| 2010 Q1 | 2,430,000 | 3.80 | Reduce 6.18% | 0.25 | $31.12 |
| 2009 Q4 | 2,590,000 | 3.68 | Reduce 6.83% | 0.27 | $26.99 |
| 2009 Q3 | 2,780,000 | 4.24 | $28.18 | ||
| 2009 Q2 | 2,780,000 | 4.14 | Add 1.83% | 0.07 | $24.26 |
| 2009 Q1 | 2,730,000 | 2.82 | Add 3.80% | 0.10 | $14.24 |
| 2008 Q4 | 2,630,000 | 4.72 | Reduce 13.77% | 0.75 | $29.48 |
| 2008 Q3 | 3,050,000 | 5.27 | Reduce 8.41% | 0.48 | $37.53 |
| 2008 Q2 | 3,330,000 | 3.71 | Add 1.22% | 0.04 | $23.75 |
| 2008 Q1 | 3,290,000 | 4.13 | $29.10 | ||
| 2007 Q4 | 3,290,000 | 3.87 | Add 1.86% | 0.07 | $30.19 |
| 2007 Q3 | 3,230,000 | 4.21 | Reduce 0.62% | 0.03 | $35.62 |
| 2007 Q2 | 3,250,000 | 4.18 | $35.17 | ||
| 2007 Q1 | 3,250,000 | 4.25 | $34.43 | ||
| 2006 Q4 | 3,250,000 | 4.39 | $35.56 |