Brooks Moore & Associates’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 | $1.07M | Sell |
13,285
-200
| -1% | -$16.1K | 0.58% | 51 |
|
|
2025
Q1 | $968K | Hold |
13,485
| – | – | 0.55% | 51 |
|
|
2024
Q4 | $947K | Sell |
13,485
-750
| -5% | -$52.7K | 0.56% | 49 |
|
|
2024
Q3 | $804K | Buy |
14,235
+135
| +1% | +$7.63K | 0.47% | 54 |
|
|
2024
Q2 | $837K | Hold |
14,100
| – | – | 0.54% | 49 |
|
|
2024
Q1 | $817K | Hold |
14,100
| – | – | 0.52% | 49 |
|
|
2023
Q4 | $694K | Hold |
14,100
| – | – | 0.48% | 50 |
|
|
2023
Q3 | $576K | Sell |
14,100
-108
| -0.8% | -$4.41K | 0.43% | 56 |
|
|
2023
Q2 | $606K | Hold |
14,208
| – | – | 0.43% | 58 |
|
|
2023
Q1 | $531K | Sell |
14,208
-125
| -0.9% | -$4.67K | 0.38% | 59 |
|
|
2022
Q4 | $592K | Sell |
14,333
-400
| -3% | -$16.5K | 0.43% | 52 |
|
|
2022
Q3 | $593K | Hold |
14,733
| – | – | 0.48% | 47 |
|
|
2022
Q2 | $577K | Sell |
14,733
-7,900
| -35% | -$309K | 0.42% | 55 |
|
|
2022
Q1 | $1.1M | Sell |
22,633
-15,812
| -41% | -$766K | 0.67% | 45 |
|
|
2021
Q4 | $1.85M | Hold |
38,445
| – | – | 1.08% | 36 |
|
|
2021
Q3 | $1.78M | Sell |
38,445
-477
| -1% | -$22.1K | 1.17% | 35 |
|
|
2021
Q2 | $1.76M | Sell |
38,922
-3,990
| -9% | -$181K | 1.12% | 37 |
|
|
2021
Q1 | $1.68M | Buy |
42,912
+5,360
| +14% | +$209K | 1.14% | 37 |
|
|
2020
Q4 | $1.13M | Sell |
37,552
-194
| -0.5% | -$5.85K | 0.88% | 41 |
|
|
2020
Q3 | $887K | Buy |
37,746
+8,809
| +30% | +$207K | 0.76% | 43 |
|
|
2020
Q2 | $741K | Buy |
28,937
+1,629
| +6% | +$41.7K | 0.69% | 47 |
|
|
2020
Q1 | $784K | Buy |
27,308
+6,180
| +29% | +$177K | 0.83% | 40 |
|
|
2019
Q4 | $1.14M | Sell |
21,128
-199
| -0.9% | -$10.7K | 0.9% | 38 |
|
|
2019
Q3 | $1.08M | Buy |
21,327
+524
| +3% | +$26.4K | 0.91% | 40 |
|
|
2019
Q2 | $984K | Hold |
20,803
| – | – | 0.85% | 48 |
|
|
2019
Q1 | $1.01M | Hold |
20,803
| – | – | 0.92% | 42 |
|
|
2018
Q4 | $959K | Buy |
+20,803
| New | +$959K | 0.97% | 40 |
|