Brookstone 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 | $3.53M | Buy |
44,038
+3,408
| +8% | +$273K | 0.05% | 335 |
|
|
2025
Q1 | $2.92M | Buy |
40,630
+22,954
| +130% | +$1.65M | 0.04% | 343 |
|
|
2024
Q4 | $1.24M | Buy |
17,676
+1,726
| +11% | +$121K | 0.02% | 471 |
|
|
2024
Q3 | $901K | Sell |
15,950
-112
| -0.7% | -$6.33K | 0.01% | 545 |
|
|
2024
Q2 | $978K | Sell |
16,062
-3,414
| -18% | -$208K | 0.02% | 505 |
|
|
2024
Q1 | $1.13M | Buy |
19,476
+1,263
| +7% | +$73.2K | 0.02% | 463 |
|
|
2023
Q4 | $896K | Sell |
18,213
-97
| -0.5% | -$4.77K | 0.02% | 483 |
|
|
2023
Q3 | $754K | Sell |
18,310
-1,267
| -6% | -$52.2K | 0.02% | 488 |
|
|
2023
Q2 | $837K | Buy |
19,577
+1,290
| +7% | +$55.2K | 0.02% | 470 |
|
|
2023
Q1 | $755K | Buy |
18,287
+385
| +2% | +$15.9K | 0.01% | 504 |
|
|
2022
Q4 | $766K | Buy |
17,902
+981
| +6% | +$42K | 0.02% | 483 |
|
|
2022
Q3 | $685K | Buy |
16,921
+747
| +5% | +$30.2K | 0.02% | 494 |
|
|
2022
Q2 | $650K | Sell |
16,174
-10,207
| -39% | -$410K | 0.01% | 512 |
|
|
2022
Q1 | $1.3M | Buy |
26,381
+10,550
| +67% | +$520K | 0.03% | 353 |
|
|
2021
Q4 | $867K | Sell |
15,831
-14
| -0.1% | -$767 | 0.01% | 421 |
|
|
2021
Q3 | $730K | Buy |
15,845
+648
| +4% | +$29.9K | 0.01% | 432 |
|
|
2021
Q2 | $657K | Buy |
15,197
+5,984
| +65% | +$259K | 0.01% | 435 |
|
|
2021
Q1 | $360K | Sell |
9,213
-444
| -5% | -$17.3K | 0.01% | 378 |
|
|
2020
Q4 | $291K | Sell |
9,657
-3,059
| -24% | -$92.2K | 0.01% | 385 |
|
|
2020
Q3 | $299K | Sell |
12,716
-75,803
| -86% | -$1.78M | 0.01% | 337 |
|
|
2020
Q2 | $2.27M | Buy |
88,519
+2,094
| +2% | +$53.6K | 0.14% | 107 |
|
|
2020
Q1 | $2.48M | Buy |
86,425
+63,342
| +274% | +$1.82M | 0.14% | 96 |
|
|
2019
Q4 | $1.24M | Sell |
23,083
-448
| -2% | -$24.1K | 0.06% | 152 |
|
|
2019
Q3 | $1.19M | Buy |
23,531
+13,294
| +130% | +$671K | 0.06% | 165 |
|
|
2019
Q2 | $484K | Buy |
10,237
+1,373
| +15% | +$64.9K | 0.03% | 271 |
|
|
2019
Q1 | $428K | Sell |
8,864
-315
| -3% | -$15.2K | 0.03% | 273 |
|
|
2018
Q4 | $423K | Sell |
9,179
-82,775
| -90% | -$3.81M | 0.03% | 191 |
|
|
2018
Q3 | $4.83M | Sell |
91,954
-7,978
| -8% | -$419K | 0.37% | 73 |
|
|
2018
Q2 | $5.54M | Sell |
99,932
-3,158
| -3% | -$175K | 0.48% | 52 |
|
|
2018
Q1 | $5.4M | Buy |
103,090
+2,710
| +3% | +$142K | 0.49% | 69 |
|
|
2017
Q4 | $6.09M | Buy |
100,380
+84,719
| +541% | +$5.14M | 0.55% | 47 |
|
|
2017
Q3 | $864K | Sell |
15,661
-506
| -3% | -$27.9K | 0.08% | 153 |
|
|
2017
Q2 | $896K | Buy |
16,167
+1,718
| +12% | +$95.2K | 0.09% | 149 |
|
|
2017
Q1 | $804K | Sell |
14,449
-1,248
| -8% | -$69.4K | 0.08% | 145 |
|
|
2016
Q4 | $865K | Sell |
15,697
-536
| -3% | -$29.5K | 0.1% | 140 |
|
|
2016
Q3 | $719K | Buy |
16,233
+2,578
| +19% | +$114K | 0.08% | 151 |
|
|
2016
Q2 | $646K | Buy |
13,655
+4,510
| +49% | +$213K | 0.08% | 150 |
|
|
2016
Q1 | $443K | Sell |
9,145
-4,039
| -31% | -$196K | 0.07% | 161 |
|
|
2015
Q4 | $717K | Buy |
13,184
+3,850
| +41% | +$209K | 0.14% | 59 |
|
|
2015
Q3 | $479K | Sell |
9,334
-4,560
| -33% | -$234K | 0.09% | 75 |
|
|
2015
Q2 | $781K | Sell |
13,894
-3,680
| -21% | -$207K | 0.1% | 107 |
|
|
2015
Q1 | $956K | Buy |
17,574
+4,833
| +38% | +$263K | 0.14% | 86 |
|
|
2014
Q4 | $698K | Sell |
12,741
-7,188
| -36% | -$394K | 0.12% | 92 |
|
|
2014
Q3 | $1.03M | Buy |
19,929
+11,813
| +146% | +$613K | 0.19% | 47 |
|
|
2014
Q2 | $427K | Buy |
8,116
+167
| +2% | +$8.79K | 0.09% | 67 |
|
|
2014
Q1 | $395K | Buy |
7,949
+1,266
| +19% | +$62.9K | 0.1% | 74 |
|
|
2013
Q4 | $303K | Buy |
+6,683
| New | +$303K | 0.09% | 82 |
|