Brookmont 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 | $3.94M | Sell |
49,122
-20,146
| -29% | -$1.61M | 2.26% | 12 |
|
|
2025
Q1 | $4.97M | Sell |
69,268
-8,462
| -11% | -$607K | 2.81% | 5 |
|
|
2024
Q4 | $5.46M | Sell |
77,730
-8,954
| -10% | -$629K | 2.92% | 3 |
|
|
2024
Q3 | $4.9M | Sell |
86,684
-3,168
| -4% | -$179K | 2.52% | 5 |
|
|
2024
Q2 | $5.34M | Sell |
89,852
-2,524
| -3% | -$150K | 2.92% | 5 |
|
|
2024
Q1 | $5.35M | Buy |
92,376
+349
| +0.4% | +$20.2K | 2.82% | 4 |
|
|
2023
Q4 | $4.53M | Sell |
92,027
-2,448
| -3% | -$120K | 2.54% | 10 |
|
|
2023
Q3 | $3.86M | Sell |
94,475
-575
| -0.6% | -$23.5K | 2.41% | 14 |
|
|
2023
Q2 | $4.06M | Buy |
95,050
+18
| +0% | +$768 | 2.45% | 11 |
|
|
2023
Q1 | $3.55M | Buy |
95,032
+480
| +0.5% | +$17.9K | 2.23% | 18 |
|
|
2022
Q4 | $3.9M | Sell |
94,552
-3,552
| -4% | -$147K | 2.4% | 14 |
|
|
2022
Q3 | $3.95M | Buy |
98,104
+5,750
| +6% | +$231K | 2.74% | 4 |
|
|
2022
Q2 | $3.62M | Sell |
92,354
-1,174
| -1% | -$46K | 2.49% | 10 |
|
|
2022
Q1 | $4.53M | Sell |
93,528
-719
| -0.8% | -$34.8K | 2.72% | 4 |
|
|
2021
Q4 | $4.52M | Sell |
94,247
-3,906
| -4% | -$187K | 2.39% | 8 |
|
|
2021
Q3 | $4.56M | Sell |
98,153
-942
| -1% | -$43.7K | 2.69% | 4 |
|
|
2021
Q2 | $4.49M | Sell |
99,095
-559
| -0.6% | -$25.3K | 2.71% | 5 |
|
|
2021
Q1 | $3.89M | Buy |
99,654
+37,293
| +60% | +$1.46M | 2.51% | 6 |
|
|
2020
Q4 | $1.88M | Sell |
62,361
-5,357
| -8% | -$162K | 1.33% | 28 |
|
|
2020
Q3 | $1.59M | Buy |
67,718
+895
| +1% | +$21K | 1.18% | 27 |
|
|
2020
Q2 | $1.71M | Sell |
66,823
-19,550
| -23% | -$501K | 1.37% | 26 |
|
|
2020
Q1 | $2.48M | Buy |
86,373
+2,780
| +3% | +$79.8K | 2% | 21 |
|
|
2019
Q4 | $4.5M | Sell |
83,593
-7,195
| -8% | -$387K | 2.68% | 5 |
|
|
2019
Q3 | $4.58M | Buy |
90,788
+11,107
| +14% | +$560K | 2.61% | 6 |
|
|
2019
Q2 | $3.77M | Buy |
79,681
+638
| +0.8% | +$30.2K | 2.27% | 13 |
|
|
2019
Q1 | $3.82M | Buy |
79,043
+172
| +0.2% | +$8.31K | 2.35% | 11 |
|
|
2018
Q4 | $3.63M | Buy |
78,871
+8,667
| +12% | +$399K | 2.47% | 9 |
|
|
2018
Q3 | $3.69M | Buy |
70,204
+167
| +0.2% | +$8.78K | 2.2% | 16 |
|
|
2018
Q2 | $3.88M | Buy |
70,037
+2,041
| +3% | +$113K | 2.44% | 7 |
|
|
2018
Q1 | $3.56M | Sell |
67,996
-69,441
| -51% | -$3.64M | 2.36% | 10 |
|
|
2017
Q4 | $8.34M | Buy |
137,437
+51,397
| +60% | +$3.12M | 3.59% | 6 |
|
|
2017
Q3 | $4.75M | Sell |
86,040
-83,770
| -49% | -$4.62M | 2.6% | 9 |
|
|
2017
Q2 | $9.41M | Sell |
169,810
-3,291
| -2% | -$182K | 3.55% | 8 |
|
|
2017
Q1 | $9.64M | Sell |
173,101
-145
| -0.1% | -$8.07K | 3.56% | 6 |
|
|
2016
Q4 | $9.55M | Sell |
173,246
-15,350
| -8% | -$846K | 3.76% | 6 |
|
|
2016
Q3 | $8.35M | Buy |
188,596
+3,552
| +2% | +$157K | 3.11% | 17 |
|
|
2016
Q2 | $8.76M | Sell |
185,044
-25,731
| -12% | -$1.22M | 3.19% | 18 |
|
|
2016
Q1 | $10.2M | Sell |
210,775
-2,152
| -1% | -$104K | 3.26% | 16 |
|
|
2015
Q4 | $11.6M | Sell |
212,927
-22,033
| -9% | -$1.2M | 3.29% | 12 |
|
|
2015
Q3 | $12.1M | Buy |
234,960
+3,129
| +1% | +$161K | 3.45% | 13 |
|
|
2015
Q2 | $13M | Buy |
231,831
+43,190
| +23% | +$2.43M | 3.3% | 13 |
|
|
2015
Q1 | $10.3M | Buy |
188,641
+23,425
| +14% | +$1.27M | 2.57% | 13 |
|
|
2014
Q4 | $9.06M | Sell |
165,216
-37,394
| -18% | -$2.05M | 2.62% | 12 |
|
|
2014
Q3 | $10.5M | Sell |
202,610
-6,623
| -3% | -$344K | 2.69% | 13 |
|
|
2014
Q2 | $11M | Buy |
209,233
+20,643
| +11% | +$1.08M | 2.65% | 15 |
|
|
2014
Q1 | $9.38M | Sell |
188,590
-13,377
| -7% | -$665K | 2.58% | 15 |
|
|
2013
Q4 | $9.17M | Buy |
201,967
+18,831
| +10% | +$855K | 2.53% | 18 |
|
|
2013
Q3 | $7.57M | Buy |
183,136
+31,801
| +21% | +$1.31M | 2.46% | 25 |
|
|
2013
Q2 | $6.25M | Buy |
+151,335
| New | +$6.25M | 2.59% | 10 |
|