Aull & Monroe 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 | $522K | Sell |
6,518
-200
| -3% | -$16K | 0.28% | 72 |
|
|
2025
Q1 | $482K | Sell |
6,718
-122
| -2% | -$8.76K | 0.24% | 79 |
|
|
2024
Q4 | $480K | Sell |
6,840
-1,427
| -17% | -$100K | 0.25% | 80 |
|
|
2024
Q3 | $467K | Sell |
8,267
-277
| -3% | -$15.6K | 0.22% | 87 |
|
|
2024
Q2 | $507K | Hold |
8,544
| – | – | 0.25% | 83 |
|
|
2024
Q1 | $495K | Sell |
8,544
-1,473
| -15% | -$85.4K | 0.23% | 88 |
|
|
2023
Q4 | $493K | Sell |
10,017
-680
| -6% | -$33.5K | 0.24% | 82 |
|
|
2023
Q3 | $437K | Sell |
10,697
-161
| -1% | -$6.58K | 0.23% | 88 |
|
|
2023
Q2 | $463K | Hold |
10,858
| – | – | 0.23% | 86 |
|
|
2023
Q1 | $406K | Sell |
10,858
-47
| -0.4% | -$1.76K | 0.21% | 89 |
|
|
2022
Q4 | $450K | Sell |
10,905
-570
| -5% | -$23.5K | 0.22% | 85 |
|
|
2022
Q3 | $462K | Sell |
11,475
-354
| -3% | -$14.3K | 0.25% | 80 |
|
|
2022
Q2 | $464K | Hold |
11,829
| – | – | 0.23% | 88 |
|
|
2022
Q1 | $573K | Buy |
11,829
+300
| +3% | +$14.5K | 0.26% | 81 |
|
|
2021
Q4 | $553K | Sell |
11,529
-106
| -0.9% | -$5.08K | 0.25% | 85 |
|
|
2021
Q3 | $540K | Sell |
11,635
-200
| -2% | -$9.28K | 0.27% | 83 |
|
|
2021
Q2 | $536K | Sell |
11,835
-235
| -2% | -$10.6K | 0.25% | 85 |
|
|
2021
Q1 | $472K | Hold |
12,070
| – | – | 0.23% | 87 |
|
|
2020
Q4 | $364K | Sell |
12,070
-239
| -2% | -$7.21K | 0.19% | 99 |
|
|
2020
Q3 | $289K | Buy |
12,309
+455
| +4% | +$10.7K | 0.17% | 107 |
|
|
2020
Q2 | $303K | Sell |
11,854
-1,030
| -8% | -$26.3K | 0.19% | 104 |
|
|
2020
Q1 | $370K | Sell |
12,884
-907
| -7% | -$26K | 0.25% | 88 |
|
|
2019
Q4 | $742K | Hold |
13,791
| – | – | 0.38% | 73 |
|
|
2019
Q3 | $696K | Sell |
13,791
-70
| -0.5% | -$3.53K | 0.37% | 73 |
|
|
2019
Q2 | $656K | Sell |
13,861
-200
| -1% | -$9.47K | 0.35% | 75 |
|
|
2019
Q1 | $679K | Sell |
14,061
-1,755
| -11% | -$84.7K | 0.36% | 76 |
|
|
2018
Q4 | $728K | Sell |
15,816
-889
| -5% | -$40.9K | 0.42% | 70 |
|
|
2018
Q3 | $878K | Sell |
16,705
-769
| -4% | -$40.4K | 0.42% | 73 |
|
|
2018
Q2 | $968K | Sell |
17,474
-2,241
| -11% | -$124K | 0.5% | 64 |
|
|
2018
Q1 | $1.03M | Hold |
19,715
| – | – | 0.54% | 61 |
|
|
2017
Q4 | $1.2M | Sell |
19,715
-1,204
| -6% | -$73K | 0.6% | 52 |
|
|
2017
Q3 | $1.15M | Sell |
20,919
-650
| -3% | -$35.8K | 0.59% | 53 |
|
|
2017
Q2 | $1.2M | Hold |
21,569
| – | – | 0.64% | 51 |
|
|
2017
Q1 | $1.2M | Sell |
21,569
-194
| -0.9% | -$10.8K | 0.64% | 54 |
|
|
2016
Q4 | $1.2M | Sell |
21,763
-100
| -0.5% | -$5.51K | 0.67% | 52 |
|
|
2016
Q3 | $968K | Sell |
21,863
-1,035
| -5% | -$45.8K | 0.56% | 61 |
|
|
2016
Q2 | $1.08M | Hold |
22,898
| – | – | 0.62% | 56 |
|
|
2016
Q1 | $1.11M | Sell |
22,898
-336
| -1% | -$16.3K | 0.66% | 51 |
|
|
2015
Q4 | $1.26M | Sell |
23,234
-336
| -1% | -$18.3K | 0.78% | 45 |
|
|
2015
Q3 | $1.21M | Sell |
23,570
-122
| -0.5% | -$6.27K | 0.78% | 46 |
|
|
2015
Q2 | $1.36M | Sell |
23,692
-485
| -2% | -$27.9K | 0.8% | 46 |
|
|
2015
Q1 | $1.32M | Hold |
24,177
| – | – | 0.74% | 50 |
|
|
2014
Q4 | $1.33M | Sell |
24,177
-458
| -2% | -$25.1K | 0.72% | 51 |
|
|
2014
Q3 | $1.28M | Buy |
24,635
+104
| +0.4% | +$5.4K | 0.68% | 53 |
|
|
2014
Q2 | $1.29M | Buy |
24,531
+275
| +1% | +$14.5K | 0.69% | 55 |
|
|
2014
Q1 | $1.21M | Sell |
24,256
-100
| -0.4% | -$4.98K | 0.69% | 53 |
|
|
2013
Q4 | $1.11M | Buy |
24,356
+4,250
| +21% | +$193K | 0.65% | 57 |
|
|
2013
Q3 | $831K | Sell |
20,106
-278
| -1% | -$11.5K | 0.54% | 62 |
|
|
2013
Q2 | $841K | Buy |
+20,384
| New | +$841K | 0.57% | 61 |
|