Auxier Asset 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 | $2.53M | Sell |
31,627
-160
| -0.5% | -$12.8K | 0.37% | 68 |
|
|
2025
Q1 | $2.28M | Sell |
31,787
-155
| -0.5% | -$11.1K | 0.34% | 70 |
|
|
2024
Q4 | $2.24M | Sell |
31,942
-360
| -1% | -$25.3K | 0.35% | 69 |
|
|
2024
Q3 | $1.82M | Hold |
32,302
| – | – | 0.27% | 82 |
|
|
2024
Q2 | $1.92M | Sell |
32,302
-1,450
| -4% | -$86.1K | 0.3% | 78 |
|
|
2024
Q1 | $1.96M | Sell |
33,752
-950
| -3% | -$55.1K | 0.3% | 78 |
|
|
2023
Q4 | $1.71M | Sell |
34,702
-2,775
| -7% | -$137K | 0.28% | 81 |
|
|
2023
Q3 | $1.53M | Sell |
37,477
-590
| -2% | -$24.1K | 0.26% | 81 |
|
|
2023
Q2 | $1.62M | Sell |
38,067
-1,800
| -5% | -$76.8K | 0.27% | 81 |
|
|
2023
Q1 | $1.49M | Buy |
39,867
+3,300
| +9% | +$123K | 0.26% | 85 |
|
|
2022
Q4 | $1.51M | Hold |
36,567
| – | – | 0.26% | 83 |
|
|
2022
Q3 | $1.47M | Sell |
36,567
-250
| -0.7% | -$10.1K | 0.28% | 79 |
|
|
2022
Q2 | $1.44M | Sell |
36,817
-20
| -0.1% | -$783 | 0.26% | 85 |
|
|
2022
Q1 | $1.79M | Hold |
36,837
| – | – | 0.28% | 81 |
|
|
2021
Q4 | $1.77M | Sell |
36,837
-4
| -0% | -$192 | 0.27% | 83 |
|
|
2021
Q3 | $1.71M | Buy |
36,841
+1,250
| +4% | +$58K | 0.29% | 84 |
|
|
2021
Q2 | $1.61M | Sell |
35,591
-248
| -0.7% | -$11.2K | 0.27% | 86 |
|
|
2021
Q1 | $1.4M | Sell |
35,839
-1,350
| -4% | -$52.7K | 0.24% | 91 |
|
|
2020
Q4 | $1.12M | Buy |
37,189
+1,625
| +5% | +$49K | 0.21% | 92 |
|
|
2020
Q3 | $836K | Buy |
35,564
+825
| +2% | +$19.4K | 0.17% | 99 |
|
|
2020
Q2 | $889K | Buy |
34,739
+398
| +1% | +$10.2K | 0.2% | 96 |
|
|
2020
Q1 | $986K | Buy |
34,341
+5,275
| +18% | +$151K | 0.25% | 84 |
|
|
2019
Q4 | $1.56M | Sell |
29,066
-748
| -3% | -$40.2K | 0.29% | 86 |
|
|
2019
Q3 | $1.5M | Buy |
29,814
+598
| +2% | +$30.2K | 0.3% | 84 |
|
|
2019
Q2 | $1.38M | Sell |
29,216
-46
| -0.2% | -$2.18K | 0.28% | 88 |
|
|
2019
Q1 | $1.41M | Sell |
29,262
-2,498
| -8% | -$121K | 0.29% | 83 |
|
|
2018
Q4 | $1.46M | Buy |
31,760
+498
| +2% | +$23K | 0.33% | 75 |
|
|
2018
Q3 | $1.64M | Buy |
31,262
+1,402
| +5% | +$73.7K | 0.31% | 82 |
|
|
2018
Q2 | $1.66M | Sell |
29,860
-200
| -0.7% | -$11.1K | 0.33% | 80 |
|
|
2018
Q1 | $1.58M | Buy |
30,060
+4,100
| +16% | +$215K | 0.32% | 79 |
|
|
2017
Q4 | $1.58M | Buy |
+25,960
| New | +$1.58M | 0.3% | 79 |
|