Berkshire 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 | $19.4M | Sell |
241,723
-166
| -0.1% | -$13.3K | 0.88% | 40 |
|
|
2025
Q1 | $17.7M | Sell |
241,889
-2,122
| -0.9% | -$156K | 0.85% | 40 |
|
|
2024
Q4 | $18.9M | Sell |
244,011
-30,166
| -11% | -$2.33M | 0.89% | 36 |
|
|
2024
Q3 | $16.3M | Hold |
274,177
| – | – | 0.83% | 39 |
|
|
2024
Q2 | $16.3M | Sell |
274,177
-5,878
| -2% | -$349K | 0.81% | 40 |
|
|
2024
Q1 | $16.2M | Sell |
280,055
-2,889
| -1% | -$167K | 0.86% | 40 |
|
|
2023
Q4 | $13.9M | Buy |
282,944
+954
| +0.3% | +$47K | 0.79% | 40 |
|
|
2023
Q3 | $11.5M | Buy |
281,990
+2,567
| +0.9% | +$105K | 0.72% | 41 |
|
|
2023
Q2 | $11.9M | Sell |
279,423
-576
| -0.2% | -$24.6K | 0.71% | 40 |
|
|
2023
Q1 | $10.5M | Buy |
279,999
+16,973
| +6% | +$634K | 0.65% | 41 |
|
|
2022
Q4 | $10.9M | Sell |
263,026
-6,726
| -2% | -$278K | 0.7% | 41 |
|
|
2022
Q3 | $10.8M | Sell |
269,752
-7,938
| -3% | -$319K | 0.77% | 40 |
|
|
2022
Q2 | $10.9M | Sell |
277,690
-406
| -0.1% | -$15.9K | 0.71% | 41 |
|
|
2022
Q1 | $13.5M | Buy |
278,096
+1,124
| +0.4% | +$54.5K | 0.85% | 37 |
|
|
2021
Q4 | $13.3M | Sell |
276,972
-15,829
| -5% | -$759K | 0.81% | 39 |
|
|
2021
Q3 | $13.6M | Buy |
292,801
+454
| +0.2% | +$21.1K | 0.91% | 39 |
|
|
2021
Q2 | $13.2M | Sell |
292,347
-8,584
| -3% | -$389K | 0.89% | 41 |
|
|
2021
Q1 | $11.8M | Buy |
300,931
+418
| +0.1% | +$16.3K | 0.87% | 43 |
|
|
2020
Q4 | $9.07M | Buy |
300,513
+45,165
| +18% | +$1.36M | 0.7% | 45 |
|
|
2020
Q3 | $6M | Sell |
255,348
-378,683
| -60% | -$8.9M | 0.58% | 44 |
|
|
2020
Q2 | $16.2M | Buy |
634,031
+15,617
| +3% | +$400K | 1.49% | 33 |
|
|
2020
Q1 | $17.7M | Buy |
618,414
+35,719
| +6% | +$1.03M | 1.85% | 21 |
|
|
2019
Q4 | $31.3M | Sell |
582,695
-12,462
| -2% | -$670K | 2.66% | 6 |
|
|
2019
Q3 | $30M | Buy |
595,157
+104,718
| +21% | +$5.28M | 2.58% | 4 |
|
|
2019
Q2 | $23.2M | Buy |
490,439
+23,957
| +5% | +$1.13M | 1.92% | 19 |
|
|
2019
Q1 | $22.5M | Buy |
466,482
+2,108
| +0.5% | +$102K | 1.91% | 19 |
|
|
2018
Q4 | $21.4M | Sell |
464,374
-42,680
| -8% | -$1.97M | 2% | 14 |
|
|
2018
Q3 | $26.7M | Buy |
507,054
+16,315
| +3% | +$858K | 2.26% | 10 |
|
|
2018
Q2 | $27.2M | Buy |
490,739
+7,777
| +2% | +$431K | 2.55% | 7 |
|
|
2018
Q1 | $25.3M | Buy |
482,962
+898
| +0.2% | +$47.1K | 2.46% | 9 |
|
|
2017
Q4 | $29.2M | Buy |
482,064
+28,624
| +6% | +$1.74M | 2.84% | 6 |
|
|
2017
Q3 | $25M | Sell |
453,440
-245
| -0.1% | -$13.5K | 2.79% | 6 |
|
|
2017
Q2 | $25.1M | Buy |
453,685
+16,135
| +4% | +$894K | 2.86% | 4 |
|
|
2017
Q1 | $24.4M | Buy |
437,550
+8,498
| +2% | +$473K | 2.89% | 4 |
|
|
2016
Q4 | $23.6M | Buy |
429,052
+15,246
| +4% | +$840K | 3.05% | 2 |
|
|
2016
Q3 | $18.3M | Buy |
413,806
+64,526
| +18% | +$2.86M | 2.63% | 7 |
|
|
2016
Q2 | $16.5M | Buy |
349,280
+5,377
| +2% | +$254K | 2.51% | 11 |
|
|
2016
Q1 | $16.6M | Buy |
343,903
+24,203
| +8% | +$1.17M | 2.59% | 9 |
|
|
2015
Q4 | $17.4M | Buy |
319,700
+5,330
| +2% | +$290K | 2.87% | 7 |
|
|
2015
Q3 | $16.1M | Buy |
314,370
+7,423
| +2% | +$381K | 2.88% | 5 |
|
|
2015
Q2 | $17.3M | Sell |
306,947
-4,477
| -1% | -$252K | 2.9% | 5 |
|
|
2015
Q1 | $16.9M | Buy |
311,424
+9,910
| +3% | +$539K | 2.83% | 5 |
|
|
2014
Q4 | $16.5M | Buy |
301,514
+20,753
| +7% | +$1.14M | 2.84% | 5 |
|
|
2014
Q3 | $14.6M | Sell |
280,761
-2,971
| -1% | -$154K | 2.69% | 5 |
|
|
2014
Q2 | $14.9M | Sell |
283,732
-6,198
| -2% | -$326K | 2.77% | 6 |
|
|
2014
Q1 | $14.4M | Buy |
289,930
+43,133
| +17% | +$2.15M | 2.78% | 6 |
|
|
2013
Q4 | $11.2M | Buy |
246,797
+39,532
| +19% | +$1.79M | 2.11% | 15 |
|
|
2013
Q3 | $8.56M | Buy |
207,265
+16,276
| +9% | +$673K | 2.06% | 19 |
|
|
2013
Q2 | $7.88M | Buy |
+190,989
| New | +$7.88M | 2.18% | 17 |
|