Appleton Partners’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 | $883K | Sell |
11,018
-90
| -0.8% | -$7.21K | 0.06% | 140 |
|
|
2025
Q1 | $797K | Buy |
11,108
+2,232
| +25% | +$160K | 0.06% | 145 |
|
|
2024
Q4 | $623K | Sell |
8,876
-231
| -3% | -$16.2K | 0.05% | 156 |
|
|
2024
Q3 | $514K | Sell |
9,107
-450
| -5% | -$25.4K | 0.04% | 172 |
|
|
2024
Q2 | $568K | Sell |
9,557
-463
| -5% | -$27.5K | 0.04% | 166 |
|
|
2024
Q1 | $581K | Sell |
10,020
-5,896
| -37% | -$342K | 0.05% | 173 |
|
|
2023
Q4 | $783K | Sell |
15,916
-1,014
| -6% | -$49.9K | 0.06% | 155 |
|
|
2023
Q3 | $692K | Sell |
16,930
-2,232
| -12% | -$91.2K | 0.06% | 162 |
|
|
2023
Q2 | $818K | Sell |
19,162
-2,992
| -14% | -$128K | 0.07% | 155 |
|
|
2023
Q1 | $828K | Sell |
22,154
-487
| -2% | -$18.2K | 0.07% | 166 |
|
|
2022
Q4 | $935K | Sell |
22,641
-820
| -3% | -$33.9K | 0.09% | 155 |
|
|
2022
Q3 | $944K | Sell |
23,461
-7,656
| -25% | -$308K | 0.09% | 152 |
|
|
2022
Q2 | $1.22M | Buy |
31,117
+9,856
| +46% | +$386K | 0.12% | 141 |
|
|
2022
Q1 | $1.03M | Sell |
21,261
-214
| -1% | -$10.4K | 0.08% | 158 |
|
|
2021
Q4 | $1.03M | Sell |
21,475
-225
| -1% | -$10.8K | 0.08% | 162 |
|
|
2021
Q3 | $1.01M | Sell |
21,700
-773
| -3% | -$35.9K | 0.08% | 158 |
|
|
2021
Q2 | $1.02M | Buy |
22,473
+330
| +1% | +$14.9K | 0.09% | 153 |
|
|
2021
Q1 | $865K | Sell |
22,143
-1,040
| -4% | -$40.6K | 0.08% | 155 |
|
|
2020
Q4 | $700K | Buy |
23,183
+100
| +0.4% | +$3.02K | 0.07% | 164 |
|
|
2020
Q3 | $543K | Sell |
23,083
-3,098
| -12% | -$72.9K | 0.06% | 177 |
|
|
2020
Q2 | $670K | Sell |
26,181
-4,529
| -15% | -$116K | 0.08% | 153 |
|
|
2020
Q1 | $881K | Sell |
30,710
-1,630
| -5% | -$46.8K | 0.12% | 139 |
|
|
2019
Q4 | $1.74M | Sell |
32,340
-347
| -1% | -$18.7K | 0.19% | 120 |
|
|
2019
Q3 | $1.65M | Sell |
32,687
-1,233
| -4% | -$62.2K | 0.2% | 115 |
|
|
2019
Q2 | $1.61M | Sell |
33,920
-1,894
| -5% | -$89.6K | 0.2% | 120 |
|
|
2019
Q1 | $1.73M | Sell |
35,814
-12,270
| -26% | -$593K | 0.23% | 111 |
|
|
2018
Q4 | $2.22M | Sell |
48,084
-5,137
| -10% | -$237K | 0.33% | 85 |
|
|
2018
Q3 | $2.8M | Sell |
53,221
-1,989
| -4% | -$105K | 0.37% | 78 |
|
|
2018
Q2 | $3.06M | Sell |
55,210
-1,561
| -3% | -$86.5K | 0.44% | 72 |
|
|
2018
Q1 | $2.98M | Sell |
56,771
-4,832
| -8% | -$253K | 0.45% | 68 |
|
|
2017
Q4 | $3.74M | Sell |
61,603
-4,580
| -7% | -$278K | 0.58% | 54 |
|
|
2017
Q3 | $3.65M | Sell |
66,183
-38,904
| -37% | -$2.15M | 0.61% | 56 |
|
|
2017
Q2 | $5.82M | Sell |
105,087
-17,232
| -14% | -$955K | 0.98% | 27 |
|
|
2017
Q1 | $6.81M | Sell |
122,319
-11,640
| -9% | -$648K | 1.25% | 17 |
|
|
2016
Q4 | $7.38M | Sell |
133,959
-24,267
| -15% | -$1.34M | 1.49% | 18 |
|
|
2016
Q3 | $7.01M | Sell |
158,226
-42,670
| -21% | -$1.89M | 1.32% | 21 |
|
|
2016
Q2 | $9.51M | Sell |
200,896
-11,765
| -6% | -$557K | 1.94% | 8 |
|
|
2016
Q1 | $10.3M | Sell |
212,661
-1,282
| -0.6% | -$62K | 2.03% | 6 |
|
|
2015
Q4 | $11.6M | Buy |
213,943
+5,621
| +3% | +$306K | 2.29% | 4 |
|
|
2015
Q3 | $10.7M | Buy |
208,322
+3,655
| +2% | +$188K | 2.43% | 4 |
|
|
2015
Q2 | $11.5M | Sell |
204,667
-2,247
| -1% | -$126K | 2.58% | 3 |
|
|
2015
Q1 | $11.3M | Sell |
206,914
-6,050
| -3% | -$329K | 2.54% | 3 |
|
|
2014
Q4 | $11.7M | Buy |
212,964
+3,217
| +2% | +$176K | 2.67% | 3 |
|
|
2014
Q3 | $10.9M | Buy |
209,747
+1,545
| +0.7% | +$80.1K | 2.54% | 3 |
|
|
2014
Q2 | $10.9M | Sell |
208,202
-3,789
| -2% | -$199K | 2.56% | 3 |
|
|
2014
Q1 | $10.5M | Buy |
211,991
+2,587
| +1% | +$129K | 2.49% | 3 |
|
|
2013
Q4 | $9.51M | Buy |
209,404
+2,125
| +1% | +$96.5K | 2.28% | 8 |
|
|
2013
Q3 | $8.57M | Buy |
207,279
+9,258
| +5% | +$383K | 2.3% | 7 |
|
|
2013
Q2 | $8.17M | Buy |
+198,021
| New | +$8.17M | 2.36% | 10 |
|