Bedell Frazier Investment Counselling’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 | $441K | Hold |
5,504
| – | – | 0.11% | 79 |
|
|
2025
Q1 | $395K | Sell |
5,504
-60
| -1% | -$4.31K | 0.1% | 79 |
|
|
2024
Q4 | $391K | Sell |
5,564
-50
| -0.9% | -$3.51K | 0.1% | 86 |
|
|
2024
Q3 | $317K | Hold |
5,614
| – | – | 0.08% | 88 |
|
|
2024
Q2 | $333K | Sell |
5,614
-275
| -5% | -$16.3K | 0.08% | 87 |
|
|
2024
Q1 | $341K | Buy |
5,889
+710
| +14% | +$41.2K | 0.09% | 85 |
|
|
2023
Q4 | $255K | Sell |
5,179
-25
| -0.5% | -$1.23K | 0.07% | 81 |
|
|
2023
Q3 | $213K | Hold |
5,204
| – | – | 0.06% | 85 |
|
|
2023
Q2 | $222K | Sell |
5,204
-1,759
| -25% | -$75.1K | 0.07% | 84 |
|
|
2023
Q1 | $260K | Sell |
6,963
-800
| -10% | -$29.9K | 0.08% | 83 |
|
|
2022
Q4 | $321K | Hold |
7,763
| – | – | 0.08% | 88 |
|
|
2022
Q3 | $312K | Hold |
7,763
| – | – | 0.09% | 80 |
|
|
2022
Q2 | $304K | Hold |
7,763
| – | – | 0.09% | 67 |
|
|
2022
Q1 | $376K | Hold |
7,763
| – | – | 0.1% | 75 |
|
|
2021
Q4 | $372K | Hold |
7,763
| – | – | 0.09% | 80 |
|
|
2021
Q3 | $360K | Sell |
7,763
-486
| -6% | -$22.5K | 0.1% | 74 |
|
|
2021
Q2 | $374K | Buy |
8,249
+527
| +7% | +$23.9K | 0.09% | 76 |
|
|
2021
Q1 | $302K | Sell |
7,722
-357
| -4% | -$14K | 0.09% | 73 |
|
|
2020
Q4 | $244K | Buy |
+8,079
| New | +$244K | 0.07% | 76 |
|
|
2020
Q3 | – | Sell |
-8,054
| Closed | -$206K | – | 76 |
|
|
2020
Q2 | $206K | Buy |
+8,054
| New | +$206K | 0.08% | 62 |
|
|
2020
Q1 | – | Sell |
-6,823
| Closed | -$344K | – | 60 |
|
|
2019
Q4 | $344K | Hold |
6,823
| – | – | 0.14% | 44 |
|
|
2019
Q3 | $344K | Sell |
6,823
-1,621
| -19% | -$81.7K | 0.13% | 46 |
|
|
2019
Q2 | $400K | Buy |
8,444
+5
| +0.1% | +$237 | 0.15% | 42 |
|
|
2019
Q1 | $408K | Sell |
8,439
-2,453
| -23% | -$119K | 0.16% | 44 |
|
|
2018
Q4 | $502K | Sell |
10,892
-455
| -4% | -$21K | 0.21% | 38 |
|
|
2018
Q3 | $596K | Sell |
11,347
-147
| -1% | -$7.72K | 0.17% | 46 |
|
|
2018
Q2 | $637K | Buy |
11,494
+3,157
| +38% | +$175K | 0.19% | 43 |
|
|
2018
Q1 | $437K | Sell |
8,337
-497
| -6% | -$26.1K | 0.15% | 42 |
|
|
2017
Q4 | $536K | Buy |
8,834
+163
| +2% | +$9.89K | 0.2% | 36 |
|
|
2017
Q3 | $478K | Sell |
8,671
-877
| -9% | -$48.3K | 0.22% | 33 |
|
|
2017
Q2 | $529K | Sell |
9,548
-706
| -7% | -$39.1K | 0.19% | 38 |
|
|
2017
Q1 | $571K | Sell |
10,254
-3,118
| -23% | -$174K | 0.22% | 36 |
|
|
2016
Q4 | $737K | Sell |
13,372
-4,697
| -26% | -$259K | 0.29% | 40 |
|
|
2016
Q3 | $800K | Sell |
18,069
-93,606
| -84% | -$4.14M | 0.33% | 37 |
|
|
2016
Q2 | $5.22M | Sell |
111,675
-527
| -0.5% | -$24.6K | 2.58% | 18 |
|
|
2016
Q1 | $5.43M | Buy |
112,202
+99,212
| +764% | +$4.8M | 2.8% | 17 |
|
|
2015
Q4 | $706K | Buy |
12,990
+386
| +3% | +$21K | 0.35% | 37 |
|
|
2015
Q3 | $647K | Sell |
12,604
-1,562
| -11% | -$80.2K | 0.37% | 35 |
|
|
2015
Q2 | $797K | Buy |
14,166
+3,950
| +39% | +$222K | 0.32% | 49 |
|
|
2015
Q1 | $556K | Buy |
10,216
+303
| +3% | +$16.5K | 0.23% | 55 |
|
|
2014
Q4 | $543K | Sell |
9,913
-400
| -4% | -$21.9K | 0.27% | 43 |
|
|
2014
Q3 | $535K | Buy |
10,313
+150
| +1% | +$7.78K | 0.25% | 44 |
|
|
2014
Q2 | $534K | Buy |
10,163
+3,159
| +45% | +$166K | 0.27% | 38 |
|
|
2014
Q1 | $348K | Sell |
7,004
-98,236
| -93% | -$4.88M | 0.2% | 44 |
|
|
2013
Q4 | $4.78M | Sell |
105,240
-19,863
| -16% | -$902K | 2.24% | 16 |
|
|
2013
Q3 | $5.17M | Buy |
125,103
+575
| +0.5% | +$23.8K | 2.48% | 13 |
|
|
2013
Q2 | $5.38M | Buy |
+124,528
| New | +$5.38M | 2.67% | 12 |
|