American Money 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 | $2.93M | Sell |
36,576
-130
| -0.4% | -$10.4K | 0.52% | 52 |
|
|
2025
Q1 | $2.64M | Hold |
36,706
| – | – | 0.5% | 53 |
|
|
2024
Q4 | $2.58M | Buy |
36,706
+2,080
| +6% | +$146K | 0.5% | 51 |
|
|
2024
Q3 | $1.96M | Hold |
34,626
| – | – | 0.39% | 60 |
|
|
2024
Q2 | $2.06M | Hold |
34,626
| – | – | 0.44% | 56 |
|
|
2024
Q1 | $2.01M | Hold |
34,626
| – | – | 0.42% | 57 |
|
|
2023
Q4 | $1.7M | Sell |
34,626
-1,215
| -3% | -$59.8K | 0.38% | 61 |
|
|
2023
Q3 | $1.46M | Buy |
35,841
+25
| +0.1% | +$1.02K | 0.37% | 59 |
|
|
2023
Q2 | $1.53M | Sell |
35,816
-1,000
| -3% | -$42.7K | 0.38% | 62 |
|
|
2023
Q1 | $1.38M | Sell |
36,816
-2,566
| -7% | -$95.9K | 0.37% | 59 |
|
|
2022
Q4 | $1.63M | Buy |
39,382
+3,566
| +10% | +$147K | 0.46% | 53 |
|
|
2022
Q3 | $1.44M | Sell |
35,816
-100
| -0.3% | -$4.02K | 0.44% | 54 |
|
|
2022
Q2 | $1.41M | Sell |
35,916
-1,095
| -3% | -$42.9K | 0.41% | 56 |
|
|
2022
Q1 | $1.79M | Buy |
37,011
+900
| +2% | +$43.6K | 0.48% | 53 |
|
|
2021
Q4 | $1.73M | Buy |
36,111
+749
| +2% | +$35.9K | 0.45% | 54 |
|
|
2021
Q3 | $1.64M | Buy |
35,362
+95
| +0.3% | +$4.41K | 0.46% | 55 |
|
|
2021
Q2 | $1.6M | Hold |
35,267
| – | – | 0.54% | 49 |
|
|
2021
Q1 | $1.38M | Hold |
35,267
| – | – | 0.51% | 50 |
|
|
2020
Q4 | $1.06M | Sell |
35,267
-1,350
| -4% | -$40.7K | 0.42% | 51 |
|
|
2020
Q3 | $861K | Sell |
36,617
-942
| -3% | -$22.2K | 0.39% | 51 |
|
|
2020
Q2 | $962K | Sell |
37,559
-71,686
| -66% | -$1.84M | 0.45% | 51 |
|
|
2020
Q1 | $3.14M | Sell |
109,245
-2,988
| -3% | -$85.7K | 1.76% | 23 |
|
|
2019
Q4 | $6.04M | Sell |
112,233
-619
| -0.5% | -$33.3K | 2.82% | 7 |
|
|
2019
Q3 | $5.69M | Buy |
112,852
+11,019
| +11% | +$556K | 3.04% | 5 |
|
|
2019
Q2 | $4.82M | Buy |
101,833
+376
| +0.4% | +$17.8K | 2.57% | 8 |
|
|
2019
Q1 | $4.9M | Buy |
101,457
+768
| +0.8% | +$37.1K | 2.73% | 7 |
|
|
2018
Q4 | $4.64M | Buy |
100,689
+2,145
| +2% | +$98.8K | 2.93% | 6 |
|
|
2018
Q3 | $5.18M | Sell |
98,544
-680
| -0.7% | -$35.7K | 2.97% | 5 |
|
|
2018
Q2 | $5.5M | Sell |
99,224
-1,044
| -1% | -$57.9K | 3.33% | 4 |
|
|
2018
Q1 | $5.26M | Sell |
100,268
-8,438
| -8% | -$442K | 3.28% | 5 |
|
|
2017
Q4 | $6.6M | Buy |
108,706
+49,428
| +83% | +$3M | 4% | 3 |
|
|
2017
Q3 | $3.27M | Buy |
59,278
+5,218
| +10% | +$288K | 2.17% | 17 |
|
|
2017
Q2 | $3M | Sell |
54,060
-1,149
| -2% | -$63.7K | 2.13% | 18 |
|
|
2017
Q1 | $3.07M | Buy |
55,209
+508
| +0.9% | +$28.3K | 2.27% | 11 |
|
|
2016
Q4 | $3.02M | Sell |
54,701
-1,903
| -3% | -$105K | 2.43% | 11 |
|
|
2016
Q3 | $2.51M | Sell |
56,604
-4
| -0% | -$177 | 2% | 21 |
|
|
2016
Q2 | $2.68M | Buy |
56,608
+2,323
| +4% | +$110K | 2.22% | 13 |
|
|
2016
Q1 | $2.63M | Buy |
54,285
+5,754
| +12% | +$278K | 2.17% | 14 |
|
|
2015
Q4 | $2.64M | Buy |
48,531
+779
| +2% | +$42.3K | 2.26% | 12 |
|
|
2015
Q3 | $2.45M | Sell |
47,752
-2,367
| -5% | -$122K | 2.32% | 10 |
|
|
2015
Q2 | $2.82M | Buy |
50,119
+4,560
| +10% | +$256K | 2.38% | 9 |
|
|
2015
Q1 | $2.48M | Sell |
45,559
-837
| -2% | -$45.5K | 2.17% | 11 |
|
|
2014
Q4 | $2.54M | Buy |
46,396
+1,812
| +4% | +$99.3K | 2.19% | 11 |
|
|
2014
Q3 | $2.31M | Sell |
44,584
-398
| -0.9% | -$20.6K | 1.96% | 11 |
|
|
2014
Q2 | $2.36M | Sell |
44,982
-1,050
| -2% | -$55.2K | 1.93% | 15 |
|
|
2014
Q1 | $2.29M | Buy |
46,032
+1,465
| +3% | +$72.9K | 1.95% | 14 |
|
|
2013
Q4 | $2.02M | Buy |
+44,567
| New | +$2.02M | 1.74% | 15 |
|