Brookmont Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.94M | Sell |
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|
2025
Q1 | $4.97M | Sell |
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|
2024
Q4 | $5.46M | Sell |
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|
2024
Q3 | $4.9M | Sell |
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|
2024
Q2 | $5.34M | Sell |
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|
2024
Q1 | $5.35M | Buy |
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|
2023
Q4 | $4.53M | Sell |
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|
2023
Q3 | $3.86M | Sell |
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|
2023
Q2 | $4.06M | Buy |
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|
2023
Q1 | $3.55M | Buy |
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|
2022
Q4 | $3.9M | Sell |
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|
2022
Q3 | $3.95M | Buy |
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|
2022
Q2 | $3.62M | Sell |
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|
2022
Q1 | $4.53M | Sell |
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|
2021
Q4 | $4.52M | Sell |
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|
2021
Q3 | $4.55M | Sell |
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|
2021
Q2 | $4.49M | Sell |
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|
2021
Q1 | $3.89M | Buy |
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|
2020
Q4 | $1.88M | Sell |
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|
2020
Q3 | $1.59M | Buy |
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|
2020
Q2 | $1.71M | Sell |
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|
2020
Q1 | $2.48M | Buy |
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|
2019
Q4 | $4.5M | Sell |
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|
2019
Q3 | $4.58M | Buy |
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|
2019
Q2 | $3.77M | Buy |
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|
2019
Q1 | $3.82M | Buy |
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|
2018
Q4 | $3.63M | Buy |
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|
2018
Q3 | $3.69M | Buy |
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|
2018
Q2 | $3.88M | Buy |
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|
2018
Q1 | $3.56M | Sell |
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|
2017
Q4 | $8.34M | Buy |
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|
2017
Q3 | $4.75M | Sell |
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|
2017
Q2 | $9.41M | Sell |
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|
2017
Q1 | $9.63M | Sell |
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|
2016
Q4 | $9.55M | Sell |
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|
2016
Q3 | $8.35M | Buy |
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|
2016
Q2 | $8.76M | Sell |
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|
2016
Q1 | $10.2M | Sell |
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|
2015
Q4 | $11.6M | Sell |
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|
2015
Q3 | $12.1M | Buy |
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|
2015
Q2 | $13M | Buy |
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|
2015
Q1 | $10.3M | Buy |
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|
2014
Q4 | $9.06M | Sell |
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|
2014
Q3 | $10.5M | Sell |
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|
2014
Q2 | $11M | Buy |
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|
2014
Q1 | $9.38M | Sell |
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|
2013
Q4 | $9.17M | Buy |
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|
2013
Q3 | $7.57M | Buy |
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|
2013
Q2 | $6.25M | Buy |
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