Benjamin Edwards Inc’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.4M | Buy |
55,287
+9,450
| +21% | +$812K | 0.04% | 369 |
|
|
2025
Q4 | $4.27M | Buy |
45,837
+3,680
| +9% | +$319K | 0.05% | 342 |
|
|
2025
Q3 | $3.53M | Sell |
42,157
-102
| -0.2% | -$8.27K | 0.04% | 375 |
|
|
2025
Q2 | $3.39M | Buy |
42,259
+5,238
| +14% | +$378K | 0.04% | 351 |
|
|
2025
Q1 | $2.66M | Sell |
37,021
-9,708
| -21% | -$729K | 0.04% | 358 |
|
|
2024
Q4 | $3.28M | Sell |
46,729
-10,730
| -19% | -$733K | 0.05% | 341 |
|
|
2024
Q3 | $3.25M | Buy |
57,459
+43,782
| +320% | +$2.48M | 0.05% | 341 |
|
|
2024
Q2 | $812K | Buy |
13,677
+572
| +4% | +$33.8K | 0.16% | 154 |
|
|
2024
Q1 | $760K | Buy |
13,105
+4,178
| +47% | +$219K | 0.15% | 160 |
|
|
2023
Q4 | $439K | Buy |
8,927
+8,804
| +7,158% | +$380K | 0.1% | 214 |
|
|
2023
Q3 | $5K | Hold |
123
| – | – | ﹤0.01% | 603 |
|
|
2023
Q2 | $5K | Hold |
123
| – | – | ﹤0.01% | 616 |
|
|
2023
Q1 | $5K | Sell |
123
-37
| -23% | -$1.61K | ﹤0.01% | 632 |
|
|
2022
Q4 | $7K | Sell |
160
-127
| -44% | -$5.62K | ﹤0.01% | 623 |
|
|
2022
Q3 | $12K | Buy |
287
+127
| +79% | +$5.46K | ﹤0.01% | 549 |
|
|
2022
Q2 | $6K | Sell |
160
-37
| -19% | -$1.62K | ﹤0.01% | 617 |
|
|
2022
Q1 | $10K | Hold |
197
| – | – | ﹤0.01% | 608 |
|
|
2021
Q4 | $9K | Buy |
197
+37
| +23% | +$1.82K | ﹤0.01% | 602 |
|
|
2021
Q3 | $7K | Buy |
+160
| New | +$7.41K | ﹤0.01% | 473 |
|
|
2019
Q3 | – | Sell |
-75
| Closed | -$4K | – | 323 |
|
|
2019
Q2 | $4K | Sell |
75
-600
| -89% | -$28.1K | 0.01% | 275 |
|
|
2019
Q1 | $33K | Buy |
+675
| New | +$33.2K | 0.16% | 135 |
|
Other funds holding WFC
VCM
VPM
