Becker Capital 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 | $1.16M | Buy |
14,447
+1,869
| +15% | +$150K | 0.04% | 165 |
|
|
2025
Q1 | $903K | Buy |
12,578
+51
| +0.4% | +$3.66K | 0.03% | 175 |
|
|
2024
Q4 | $880K | Sell |
12,527
-5,430
| -30% | -$381K | 0.03% | 176 |
|
|
2024
Q3 | $1.01M | Buy |
17,957
+746
| +4% | +$42.1K | 0.03% | 167 |
|
|
2024
Q2 | $1.02M | Sell |
17,211
-1,464
| -8% | -$86.9K | 0.04% | 157 |
|
|
2024
Q1 | $1.08M | Buy |
18,675
+3,237
| +21% | +$188K | 0.04% | 158 |
|
|
2023
Q4 | $760K | Buy |
15,438
+260
| +2% | +$12.8K | 0.03% | 174 |
|
|
2023
Q3 | $620K | Buy |
15,178
+1,034
| +7% | +$42.3K | 0.02% | 180 |
|
|
2023
Q2 | $604K | Sell |
14,144
-139
| -1% | -$5.93K | 0.02% | 195 |
|
|
2023
Q1 | $534K | Hold |
14,283
| – | – | 0.02% | 189 |
|
|
2022
Q4 | $590K | Sell |
14,283
-1,380
| -9% | -$57K | 0.03% | 136 |
|
|
2022
Q3 | $630K | Sell |
15,663
-289
| -2% | -$11.6K | 0.03% | 141 |
|
|
2022
Q2 | $625K | Buy |
15,952
+334
| +2% | +$13.1K | 0.03% | 141 |
|
|
2022
Q1 | $757K | Sell |
15,618
-581
| -4% | -$28.2K | 0.03% | 142 |
|
|
2021
Q4 | $777K | Buy |
16,199
+3,320
| +26% | +$159K | 0.03% | 140 |
|
|
2021
Q3 | $598K | Buy |
12,879
+219
| +2% | +$10.2K | 0.03% | 150 |
|
|
2021
Q2 | $573K | Buy |
12,660
+2,474
| +24% | +$112K | 0.02% | 149 |
|
|
2021
Q1 | $398K | Sell |
10,186
-637
| -6% | -$24.9K | 0.02% | 158 |
|
|
2020
Q4 | $327K | Sell |
10,823
-892
| -8% | -$27K | 0.02% | 157 |
|
|
2020
Q3 | $275K | Sell |
11,715
-4,884
| -29% | -$115K | 0.02% | 155 |
|
|
2020
Q2 | $425K | Sell |
16,599
-763,815
| -98% | -$19.6M | 0.02% | 134 |
|
|
2020
Q1 | $22.4M | Sell |
780,414
-208,134
| -21% | -$5.97M | 1.36% | 23 |
|
|
2019
Q4 | $53.2M | Sell |
988,548
-20,782
| -2% | -$1.12M | 1.89% | 10 |
|
|
2019
Q3 | $50.9M | Buy |
1,009,330
+63,991
| +7% | +$3.23M | 1.95% | 10 |
|
|
2019
Q2 | $44.7M | Sell |
945,339
-196,602
| -17% | -$9.3M | 1.62% | 20 |
|
|
2019
Q1 | $55.2M | Sell |
1,141,941
-14,060
| -1% | -$679K | 2.04% | 6 |
|
|
2018
Q4 | $53.3M | Sell |
1,156,001
-30,880
| -3% | -$1.42M | 2.08% | 7 |
|
|
2018
Q3 | $62.4M | Buy |
1,186,881
+5,217
| +0.4% | +$274K | 1.99% | 6 |
|
|
2018
Q2 | $65.5M | Buy |
1,181,664
+14,327
| +1% | +$794K | 2.17% | 4 |
|
|
2018
Q1 | $61.2M | Buy |
1,167,337
+6,371
| +0.5% | +$334K | 2.03% | 6 |
|
|
2017
Q4 | $70.4M | Buy |
1,160,966
+3,182
| +0.3% | +$193K | 2.33% | 5 |
|
|
2017
Q3 | $63.9M | Buy |
1,157,784
+24,593
| +2% | +$1.36M | 2.19% | 5 |
|
|
2017
Q2 | $62.8M | Buy |
1,133,191
+6,522
| +0.6% | +$361K | 2.25% | 5 |
|
|
2017
Q1 | $62.7M | Sell |
1,126,669
-34,003
| -3% | -$1.89M | 2.28% | 5 |
|
|
2016
Q4 | $64M | Buy |
1,160,672
+71,813
| +7% | +$3.96M | 2.37% | 3 |
|
|
2016
Q3 | $48.2M | Buy |
1,088,859
+71,257
| +7% | +$3.16M | 1.89% | 10 |
|
|
2016
Q2 | $48.2M | Buy |
1,017,602
+999,734
| +5,595% | +$47.3M | 1.96% | 11 |
|
|
2016
Q1 | $864K | Buy |
17,868
+975
| +6% | +$47.1K | 0.04% | 80 |
|
|
2015
Q4 | $918K | Buy |
16,893
+2,412
| +17% | +$131K | 0.04% | 86 |
|
|
2015
Q3 | $744K | Hold |
14,481
| – | – | 0.03% | 85 |
|
|
2015
Q2 | $814K | Sell |
14,481
-190
| -1% | -$10.7K | 0.03% | 90 |
|
|
2015
Q1 | $798K | Sell |
14,671
-475
| -3% | -$25.8K | 0.03% | 89 |
|
|
2014
Q4 | $830K | Buy |
15,146
+235
| +2% | +$12.9K | 0.03% | 96 |
|
|
2014
Q3 | $773K | Sell |
14,911
-780
| -5% | -$40.4K | 0.03% | 97 |
|
|
2014
Q2 | $825K | Hold |
15,691
| – | – | 0.03% | 98 |
|
|
2014
Q1 | $780K | Buy |
15,691
+227
| +1% | +$11.3K | 0.03% | 101 |
|
|
2013
Q4 | $702K | Buy |
15,464
+710
| +5% | +$32.2K | 0.03% | 100 |
|
|
2013
Q3 | $610K | Hold |
14,754
| – | – | 0.03% | 102 |
|
|
2013
Q2 | $609K | Buy |
+14,754
| New | +$609K | 0.03% | 95 |
|