Boltwood 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 | $1.36M | Buy |
16,950
+50
| +0.3% | +$4.01K | 0.39% | 64 |
|
|
2025
Q1 | $1.21M | Sell |
16,900
-75
| -0.4% | -$5.38K | 0.37% | 67 |
|
|
2024
Q4 | $1.19M | Buy |
16,975
+175
| +1% | +$12.3K | 0.36% | 67 |
|
|
2024
Q3 | $949K | Buy |
16,800
+100
| +0.6% | +$5.65K | 0.28% | 79 |
|
|
2024
Q2 | $992K | Hold |
16,700
| – | – | 0.31% | 73 |
|
|
2024
Q1 | $968K | Hold |
16,700
| – | – | 0.3% | 79 |
|
|
2023
Q4 | $822K | Hold |
16,700
| – | – | 0.27% | 88 |
|
|
2023
Q3 | $682K | Hold |
16,700
| – | – | 0.25% | 89 |
|
|
2023
Q2 | $713K | Sell |
16,700
-2,000
| -11% | -$85.4K | 0.26% | 88 |
|
|
2023
Q1 | $699K | Buy |
18,700
+1,100
| +6% | +$41.1K | 0.26% | 88 |
|
|
2022
Q4 | $727K | Sell |
17,600
-800
| -4% | -$33K | 0.3% | 83 |
|
|
2022
Q3 | $740K | Sell |
18,400
-6,000
| -25% | -$241K | 0.34% | 80 |
|
|
2022
Q2 | $956K | Sell |
24,400
-100
| -0.4% | -$3.92K | 0.41% | 70 |
|
|
2022
Q1 | $1.19M | Sell |
24,500
-280
| -1% | -$13.6K | 0.46% | 68 |
|
|
2021
Q4 | $1.19M | Sell |
24,780
-167
| -0.7% | -$8.01K | 0.44% | 72 |
|
|
2021
Q3 | $1.16M | Sell |
24,947
-150
| -0.6% | -$6.96K | 0.47% | 67 |
|
|
2021
Q2 | $1.14M | Hold |
25,097
| – | – | 0.47% | 64 |
|
|
2021
Q1 | $981K | Sell |
25,097
-4,980
| -17% | -$195K | 0.44% | 72 |
|
|
2020
Q4 | $908K | Sell |
30,077
-3,678
| -11% | -$111K | 0.44% | 77 |
|
|
2020
Q3 | $794K | Sell |
33,755
-1,025
| -3% | -$24.1K | 0.44% | 76 |
|
|
2020
Q2 | $890K | Sell |
34,780
-4,310
| -11% | -$110K | 0.54% | 59 |
|
|
2020
Q1 | $1.12M | Sell |
39,090
-2,555
| -6% | -$73.3K | 0.79% | 43 |
|
|
2019
Q4 | $2.24M | Sell |
41,645
-50
| -0.1% | -$2.69K | 1.26% | 26 |
|
|
2019
Q3 | $2.1M | Sell |
41,695
-17,150
| -29% | -$865K | 1.32% | 25 |
|
|
2019
Q2 | $2.79M | Sell |
58,845
-50
| -0.1% | -$2.37K | 1.77% | 16 |
|
|
2019
Q1 | $2.85M | Buy |
58,895
+1,032
| +2% | +$49.9K | 1.86% | 12 |
|
|
2018
Q4 | $2.67M | Sell |
57,863
-6,864
| -11% | -$316K | 1.82% | 15 |
|
|
2018
Q3 | $3.4M | Buy |
64,727
+400
| +0.6% | +$21K | 2.03% | 9 |
|
|
2018
Q2 | $3.57M | Sell |
64,327
-515
| -0.8% | -$28.5K | 2.32% | 7 |
|
|
2018
Q1 | $3.4M | Sell |
64,842
-2,465
| -4% | -$129K | 2.33% | 7 |
|
|
2017
Q4 | $4.08M | Buy |
67,307
+95
| +0.1% | +$5.76K | 2.5% | 8 |
|
|
2017
Q3 | $3.71M | Buy |
67,212
+250
| +0.4% | +$13.8K | 2.41% | 8 |
|
|
2017
Q2 | $3.71M | Sell |
66,962
-525
| -0.8% | -$29.1K | 2.51% | 7 |
|
|
2017
Q1 | $3.76M | Buy |
67,487
+1,200
| +2% | +$66.8K | 2.63% | 5 |
|
|
2016
Q4 | $3.65M | Sell |
66,287
-5,650
| -8% | -$311K | 2.79% | 6 |
|
|
2016
Q3 | $3.19M | Buy |
71,937
+239
| +0.3% | +$10.6K | 2.56% | 7 |
|
|
2016
Q2 | $3.39M | Buy |
71,698
+420
| +0.6% | +$19.9K | 2.82% | 5 |
|
|
2016
Q1 | $3.45M | Buy |
71,278
+4,175
| +6% | +$202K | 3.03% | 5 |
|
|
2015
Q4 | $3.65M | Buy |
67,103
+1,975
| +3% | +$107K | 3.34% | 3 |
|
|
2015
Q3 | $3.34M | Sell |
65,128
-475
| -0.7% | -$24.4K | 3.56% | 3 |
|
|
2015
Q2 | $3.69M | Sell |
65,603
-237,095
| -78% | -$13.3M | 3.63% | 3 |
|
|
2015
Q1 | $16.5M | Sell |
302,698
-2,050
| -0.7% | -$112K | 4.83% | 4 |
|
|
2014
Q4 | $16.7M | Sell |
304,748
-600
| -0.2% | -$32.9K | 4.77% | 4 |
|
|
2014
Q3 | $15.8M | Buy |
305,348
+880
| +0.3% | +$45.6K | 4.69% | 4 |
|
|
2014
Q2 | $16M | Buy |
304,468
+548
| +0.2% | +$28.8K | 4.72% | 4 |
|
|
2014
Q1 | $15.1M | Sell |
303,920
-1,985
| -0.6% | -$98.7K | 4.76% | 5 |
|
|
2013
Q4 | $13.9M | Buy |
305,905
+75
| +0% | +$3.41K | 4.55% | 5 |
|
|
2013
Q3 | $12.6M | Sell |
305,830
-1,000
| -0.3% | -$41.3K | 4.58% | 5 |
|
|
2013
Q2 | $12.7M | Buy |
+306,830
| New | +$12.7M | 5.21% | 3 |
|