Bedel Financial Consulting’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 | $676K | Sell |
8,434
-631
| -7% | -$50.6K | 0.09% | 119 |
|
|
2025
Q1 | $666K | Buy |
9,065
+168
| +2% | +$12.3K | 0.1% | 116 |
|
|
2024
Q4 | $712K | Buy |
8,897
+1,070
| +14% | +$85.7K | 0.1% | 115 |
|
|
2024
Q3 | $442K | Sell |
7,827
-2,030
| -21% | -$115K | 0.06% | 157 |
|
|
2024
Q2 | $585K | Buy |
9,857
+19
| +0.2% | +$1.13K | 0.09% | 121 |
|
|
2024
Q1 | $570K | Buy |
9,838
+19
| +0.2% | +$1.1K | 0.09% | 124 |
|
|
2023
Q4 | $483K | Buy |
9,819
+25
| +0.3% | +$1.23K | 0.09% | 128 |
|
|
2023
Q3 | $400K | Buy |
9,794
+26
| +0.3% | +$1.06K | 0.08% | 141 |
|
|
2023
Q2 | $417K | Buy |
9,768
+22
| +0.2% | +$939 | 0.09% | 135 |
|
|
2023
Q1 | $364K | Sell |
9,746
-119
| -1% | -$4.45K | 0.09% | 145 |
|
|
2022
Q4 | $407K | Buy |
+9,865
| New | +$407K | 0.1% | 133 |
|
|
2022
Q2 | – | Sell |
-4,020
| Closed | -$195K | – | 920 |
|
|
2022
Q1 | $195K | Buy |
4,020
+14
| +0.3% | +$679 | 0.06% | 184 |
|
|
2021
Q4 | $192K | Sell |
4,006
-20
| -0.5% | -$959 | 0.06% | 193 |
|
|
2021
Q3 | $187K | Buy |
4,026
+13
| +0.3% | +$604 | 0.06% | 188 |
|
|
2021
Q2 | $182K | Buy |
4,013
+6
| +0.1% | +$272 | 0.06% | 189 |
|
|
2021
Q1 | $157K | Buy |
4,007
+2,458
| +159% | +$96.3K | 0.06% | 201 |
|
|
2020
Q4 | $47K | Sell |
1,549
-1,250
| -45% | -$37.9K | 0.02% | 324 |
|
|
2020
Q3 | $66K | Hold |
2,799
| – | – | 0.03% | 265 |
|
|
2020
Q2 | $72K | Sell |
2,799
-295
| -10% | -$7.59K | 0.04% | 242 |
|
|
2020
Q1 | $89K | Buy |
3,094
+24
| +0.8% | +$690 | 0.06% | 193 |
|
|
2019
Q4 | $165K | Hold |
3,070
| – | – | 0.09% | 159 |
|
|
2019
Q3 | $155K | Buy |
3,070
+33
| +1% | +$1.67K | 0.09% | 161 |
|
|
2019
Q2 | $144K | Sell |
3,037
-2,486
| -45% | -$118K | 0.09% | 166 |
|
|
2019
Q1 | $267K | Buy |
5,523
+212
| +4% | +$10.2K | 0.17% | 106 |
|
|
2018
Q4 | $245K | Buy |
5,311
+10
| +0.2% | +$461 | 0.18% | 100 |
|
|
2018
Q3 | $284K | Buy |
5,301
+9
| +0.2% | +$482 | 0.19% | 104 |
|
|
2018
Q2 | $293K | Sell |
5,292
-84
| -2% | -$4.65K | 0.22% | 101 |
|
|
2018
Q1 | $282K | Buy |
5,376
+9
| +0.2% | +$472 | 0.21% | 106 |
|
|
2017
Q4 | $326K | Buy |
+5,367
| New | +$326K | 0.29% | 80 |
|