Boston Family Office’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 | $290K | Hold |
3,623
| – | – | 0.02% | 246 |
|
|
2025
Q1 | $260K | Hold |
3,623
| – | – | 0.02% | 252 |
|
|
2024
Q4 | $254K | Hold |
3,623
| – | – | 0.02% | 247 |
|
|
2024
Q3 | $205K | Sell |
3,623
-75
| -2% | -$4.24K | 0.01% | 272 |
|
|
2024
Q2 | $220K | Hold |
3,698
| – | – | 0.02% | 248 |
|
|
2024
Q1 | $214K | Sell |
3,698
-1,000
| -21% | -$57.9K | 0.02% | 246 |
|
|
2023
Q4 | $231K | Buy |
+4,698
| New | +$231K | 0.02% | 240 |
|
|
2023
Q3 | – | Sell |
-4,698
| Closed | -$200K | – | 262 |
|
|
2023
Q2 | $200K | Buy |
+4,698
| New | +$200K | 0.02% | 253 |
|
|
2022
Q4 | – | Sell |
-5,107
| Closed | -$206K | – | 272 |
|
|
2022
Q3 | $206K | Sell |
5,107
-25
| -0.5% | -$1.01K | 0.02% | 256 |
|
|
2022
Q2 | $201K | Sell |
5,132
-25
| -0.5% | -$979 | 0.02% | 265 |
|
|
2022
Q1 | $250K | Hold |
5,157
| – | – | 0.02% | 262 |
|
|
2021
Q4 | $247K | Hold |
5,157
| – | – | 0.02% | 262 |
|
|
2021
Q3 | $239K | Sell |
5,157
-260
| -5% | -$12.1K | 0.02% | 257 |
|
|
2021
Q2 | $245K | Hold |
5,417
| – | – | 0.02% | 253 |
|
|
2021
Q1 | $211K | Buy |
+5,417
| New | +$211K | 0.02% | 260 |
|
|
2020
Q3 | – | Sell |
-8,256
| Closed | -$211K | – | 243 |
|
|
2020
Q2 | $211K | Sell |
8,256
-583
| -7% | -$14.9K | 0.02% | 236 |
|
|
2020
Q1 | $254K | Sell |
8,839
-1,812
| -17% | -$52.1K | 0.03% | 219 |
|
|
2019
Q4 | $573K | Sell |
10,651
-620
| -6% | -$33.4K | 0.05% | 179 |
|
|
2019
Q3 | $569K | Sell |
11,271
-586
| -5% | -$29.6K | 0.06% | 180 |
|
|
2019
Q2 | $561K | Hold |
11,857
| – | – | 0.06% | 182 |
|
|
2019
Q1 | $573K | Hold |
11,857
| – | – | 0.06% | 178 |
|
|
2018
Q4 | $546K | Buy |
11,857
+1,740
| +17% | +$80.1K | 0.07% | 175 |
|
|
2018
Q3 | $532K | Hold |
10,117
| – | – | 0.06% | 199 |
|
|
2018
Q2 | $561K | Sell |
10,117
-3,815
| -27% | -$212K | 0.06% | 187 |
|
|
2018
Q1 | $730K | Sell |
13,932
-4,621
| -25% | -$242K | 0.08% | 169 |
|
|
2017
Q4 | $1.13M | Sell |
18,553
-2,718
| -13% | -$165K | 0.12% | 144 |
|
|
2017
Q3 | $1.17M | Sell |
21,271
-8,021
| -27% | -$442K | 0.13% | 145 |
|
|
2017
Q2 | $1.62M | Buy |
29,292
+10
| +0% | +$554 | 0.19% | 122 |
|
|
2017
Q1 | $1.63M | Sell |
29,282
-3,098
| -10% | -$172K | 0.2% | 120 |
|
|
2016
Q4 | $1.78M | Sell |
32,380
-600
| -2% | -$33.1K | 0.23% | 111 |
|
|
2016
Q3 | $1.46M | Sell |
32,980
-15,308
| -32% | -$678K | 0.19% | 122 |
|
|
2016
Q2 | $2.29M | Buy |
48,288
+268
| +0.6% | +$12.7K | 0.3% | 95 |
|
|
2016
Q1 | $2.32M | Buy |
48,020
+976
| +2% | +$47.2K | 0.31% | 95 |
|
|
2015
Q4 | $2.56M | Buy |
47,044
+582
| +1% | +$31.6K | 0.35% | 89 |
|
|
2015
Q3 | $2.39M | Buy |
46,462
+1,075
| +2% | +$55.2K | 0.33% | 90 |
|
|
2015
Q2 | $2.55M | Sell |
45,387
-814
| -2% | -$45.8K | 0.32% | 94 |
|
|
2015
Q1 | $2.51M | Buy |
46,201
+44
| +0.1% | +$2.39K | 0.31% | 94 |
|
|
2014
Q4 | $2.53M | Buy |
46,157
+945
| +2% | +$51.8K | 0.32% | 91 |
|
|
2014
Q3 | $2.35M | Buy |
45,212
+235
| +0.5% | +$12.2K | 0.3% | 94 |
|
|
2014
Q2 | $2.36M | Buy |
44,977
+5,193
| +13% | +$273K | 0.3% | 95 |
|
|
2014
Q1 | $1.98M | Sell |
39,784
-125
| -0.3% | -$6.22K | 0.26% | 101 |
|
|
2013
Q4 | $1.81M | Buy |
39,909
+232
| +0.6% | +$10.5K | 0.24% | 106 |
|
|
2013
Q3 | $1.64M | Sell |
39,677
-49
| -0.1% | -$2.02K | 0.23% | 109 |
|
|
2013
Q2 | $1.64M | Buy |
+39,726
| New | +$1.64M | 0.25% | 105 |
|