Anchor Investment 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 | $1.08M | Sell |
13,519
-5
| -0% | -$401 | 0.1% | 184 |
|
|
2025
Q1 | $971K | Buy |
13,524
+17
| +0.1% | +$1.22K | 0.09% | 190 |
|
|
2024
Q4 | $949K | Sell |
13,507
-2,396
| -15% | -$168K | 0.09% | 190 |
|
|
2024
Q3 | $898K | Buy |
15,903
+836
| +6% | +$47.2K | 0.08% | 196 |
|
|
2024
Q2 | $895K | Buy |
15,067
+131
| +0.9% | +$7.78K | 0.09% | 187 |
|
|
2024
Q1 | $866K | Sell |
14,936
-45
| -0.3% | -$2.61K | 0.09% | 194 |
|
|
2023
Q4 | $737K | Buy |
14,981
+80
| +0.5% | +$3.94K | 0.08% | 198 |
|
|
2023
Q3 | $609K | Sell |
14,901
-715
| -5% | -$29.2K | 0.08% | 202 |
|
|
2023
Q2 | $666K | Buy |
15,616
+1,633
| +12% | +$69.7K | 0.09% | 197 |
|
|
2023
Q1 | $523K | Buy |
13,983
+1,934
| +16% | +$72.3K | 0.07% | 225 |
|
|
2022
Q4 | $498K | Buy |
12,049
+486
| +4% | +$20.1K | 0.07% | 229 |
|
|
2022
Q3 | $465K | Buy |
11,563
+974
| +9% | +$39.2K | 0.07% | 231 |
|
|
2022
Q2 | $415K | Buy |
10,589
+307
| +3% | +$12K | 0.06% | 243 |
|
|
2022
Q1 | $498K | Sell |
10,282
-283
| -3% | -$13.7K | 0.06% | 243 |
|
|
2021
Q4 | $507K | Buy |
10,565
+235
| +2% | +$11.3K | 0.06% | 244 |
|
|
2021
Q3 | $479K | Buy |
10,330
+469
| +5% | +$21.8K | 0.07% | 238 |
|
|
2021
Q2 | $447K | Buy |
9,861
+1,880
| +24% | +$85.1K | 0.06% | 248 |
|
|
2021
Q1 | $312K | Sell |
7,981
-1,324
| -14% | -$51.7K | 0.05% | 282 |
|
|
2020
Q4 | $281K | Sell |
9,305
-4,652
| -33% | -$140K | 0.05% | 245 |
|
|
2020
Q3 | $328K | Sell |
13,957
-2,630
| -16% | -$61.8K | 0.07% | 207 |
|
|
2020
Q2 | $425K | Sell |
16,587
-4,066
| -20% | -$104K | 0.1% | 173 |
|
|
2020
Q1 | $593K | Sell |
20,653
-3,887
| -16% | -$112K | 0.15% | 147 |
|
|
2019
Q4 | $1.32M | Buy |
24,540
+960
| +4% | +$51.6K | 0.28% | 104 |
|
|
2019
Q3 | $1.19M | Buy |
23,580
+224
| +1% | +$11.3K | 0.27% | 105 |
|
|
2019
Q2 | $1.11M | Sell |
23,356
-6,231
| -21% | -$295K | 0.26% | 108 |
|
|
2019
Q1 | $1.43M | Sell |
29,587
-2,437
| -8% | -$118K | 0.36% | 82 |
|
|
2018
Q4 | $1.48M | Sell |
32,024
-1,652
| -5% | -$76.1K | 0.42% | 67 |
|
|
2018
Q3 | $1.77M | Sell |
33,676
-2,834
| -8% | -$149K | 0.41% | 70 |
|
|
2018
Q2 | $2.02M | Buy |
36,510
+1,334
| +4% | +$74K | 0.5% | 55 |
|
|
2018
Q1 | $1.84M | Sell |
35,176
-994
| -3% | -$52.1K | 0.48% | 57 |
|
|
2017
Q4 | $2.19M | Sell |
36,170
-2,626
| -7% | -$159K | 0.58% | 48 |
|
|
2017
Q3 | $2.14M | Buy |
38,796
+674
| +2% | +$37.2K | 0.63% | 43 |
|
|
2017
Q2 | $2.11M | Sell |
38,122
-325
| -0.8% | -$18K | 0.7% | 42 |
|
|
2017
Q1 | $2.14M | Sell |
38,447
-108
| -0.3% | -$6.01K | 0.74% | 39 |
|
|
2016
Q4 | $2.12M | Sell |
38,555
-895
| -2% | -$49.3K | 0.79% | 34 |
|
|
2016
Q3 | $1.75M | Sell |
39,450
-1,794
| -4% | -$79.4K | 0.68% | 41 |
|
|
2016
Q2 | $1.95M | Sell |
41,244
-144
| -0.3% | -$6.82K | 0.77% | 30 |
|
|
2016
Q1 | $2M | Buy |
+41,388
| New | +$2M | 0.82% | 30 |
|