Bridges Investment 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 | $52.2M | Sell |
651,917
-27,150
| -4% | -$2.18M | 0.71% | 40 |
|
|
2025
Q1 | $48.8M | Sell |
679,067
-100
| -0% | -$7.18K | 0.7% | 38 |
|
|
2024
Q4 | $47.7M | Sell |
679,167
-120,979
| -15% | -$8.5M | 0.67% | 40 |
|
|
2024
Q3 | $45.2M | Sell |
800,146
-14,341
| -2% | -$810K | 0.63% | 43 |
|
|
2024
Q2 | $48.4M | Buy |
814,487
+802,980
| +6,978% | +$47.7M | 0.74% | 36 |
|
|
2024
Q1 | $667K | Hold |
11,507
| – | – | 0.02% | 152 |
|
|
2023
Q4 | $566K | Sell |
11,507
-1,307
| -10% | -$64.3K | 0.02% | 160 |
|
|
2023
Q3 | $524K | Sell |
12,814
-8,288
| -39% | -$339K | 0.02% | 163 |
|
|
2023
Q2 | $901K | Sell |
21,102
-16,374
| -44% | -$699K | 0.03% | 144 |
|
|
2023
Q1 | $1.4M | Sell |
37,476
-137,954
| -79% | -$5.16M | 0.05% | 126 |
|
|
2022
Q4 | $7.24M | Sell |
175,430
-147,678
| -46% | -$6.1M | 0.27% | 66 |
|
|
2022
Q3 | $13M | Sell |
323,108
-195,939
| -38% | -$7.88M | 0.5% | 50 |
|
|
2022
Q2 | $20.3M | Buy |
519,047
+13,741
| +3% | +$538K | 0.74% | 38 |
|
|
2022
Q1 | $24.5M | Buy |
505,306
+6,300
| +1% | +$305K | 0.76% | 37 |
|
|
2021
Q4 | $23.9M | Buy |
499,006
+808
| +0.2% | +$38.8K | 0.7% | 40 |
|
|
2021
Q3 | $23.1M | Buy |
498,198
+9,952
| +2% | +$462K | 0.73% | 39 |
|
|
2021
Q2 | $22.1M | Sell |
488,246
-28,257
| -5% | -$1.28M | 0.66% | 42 |
|
|
2021
Q1 | $20.2M | Buy |
516,503
+58,500
| +13% | +$2.29M | 0.59% | 47 |
|
|
2020
Q4 | $13.8M | Sell |
458,003
-63,486
| -12% | -$1.92M | 0.43% | 54 |
|
|
2020
Q3 | $12.3M | Sell |
521,489
-104,519
| -17% | -$2.46M | 0.41% | 54 |
|
|
2020
Q2 | $16M | Sell |
626,008
-665
| -0.1% | -$17K | 0.58% | 45 |
|
|
2020
Q1 | $18M | Buy |
626,673
+83,944
| +15% | +$2.41M | 0.81% | 34 |
|
|
2019
Q4 | $29.2M | Buy |
542,729
+8,413
| +2% | +$453K | 1.08% | 26 |
|
|
2019
Q3 | $27M | Buy |
534,316
+38,279
| +8% | +$1.93M | 1.03% | 29 |
|
|
2019
Q2 | $23.5M | Buy |
496,037
+43,669
| +10% | +$2.07M | 0.9% | 34 |
|
|
2019
Q1 | $21.9M | Buy |
452,368
+19,783
| +5% | +$956K | 0.89% | 32 |
|
|
2018
Q4 | $19.9M | Buy |
432,585
+79,672
| +23% | +$3.67M | 0.94% | 32 |
|
|
2018
Q3 | $18.6M | Buy |
352,913
+16,893
| +5% | +$888K | 0.92% | 30 |
|
|
2018
Q2 | $18.6M | Buy |
336,020
+7,154
| +2% | +$397K | 0.84% | 36 |
|
|
2018
Q1 | $17.2M | Buy |
328,866
+112,945
| +52% | +$5.92M | 0.79% | 36 |
|
|
2017
Q4 | $13.1M | Sell |
215,921
-5,730
| -3% | -$348K | 1.05% | 28 |
|
|
2017
Q3 | $12.2M | Buy |
221,651
+65,160
| +42% | +$3.59M | 1.16% | 23 |
|
|
2017
Q2 | $8.67M | Buy |
156,491
+1,160
| +0.7% | +$64.3K | 1.16% | 22 |
|
|
2017
Q1 | $8.65M | Sell |
155,331
-31,882
| -17% | -$1.77M | 1.19% | 19 |
|
|
2016
Q4 | $10.3M | Sell |
187,213
-10,007
| -5% | -$551K | 1.46% | 16 |
|
|
2016
Q3 | $8.73M | Sell |
197,220
-1,640
| -0.8% | -$72.6K | 1.45% | 19 |
|
|
2016
Q2 | $9.41M | Buy |
198,860
+5,843
| +3% | +$277K | 1.63% | 16 |
|
|
2016
Q1 | $9.34M | Buy |
193,017
+9,232
| +5% | +$446K | 1.7% | 13 |
|
|
2015
Q4 | $9.99M | Buy |
183,785
+6,044
| +3% | +$329K | 1.79% | 13 |
|
|
2015
Q3 | $10M | Hold |
177,741
| – | – | 1.73% | 14 |
|
|
2015
Q2 | $10M | Buy |
177,741
+1,760
| +1% | +$99K | 1.73% | 14 |
|
|
2015
Q1 | $9.57M | Buy |
175,981
+1,955
| +1% | +$106K | 1.68% | 14 |
|
|
2014
Q4 | $9.54M | Buy |
174,026
+5,348
| +3% | +$293K | 1.69% | 12 |
|
|
2014
Q3 | $8.75M | Buy |
168,678
+8,010
| +5% | +$415K | 1.64% | 13 |
|
|
2014
Q2 | $8.45M | Buy |
160,668
+6,057
| +4% | +$318K | 1.61% | 13 |
|
|
2014
Q1 | $7.69M | Buy |
154,611
+6,023
| +4% | +$300K | 1.61% | 13 |
|
|
2013
Q4 | $6.75M | Buy |
148,588
+8,430
| +6% | +$383K | 1.52% | 15 |
|
|
2013
Q3 | $5.79M | Buy |
140,158
+6,679
| +5% | +$276K | 1.44% | 17 |
|
|
2013
Q2 | $5.51M | Buy |
+133,479
| New | +$5.51M | 1.45% | 16 |
|