Brown, Lisle/Cummings’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 | $595K | Buy |
7,423
+1
| +0% | +$80 | 0.16% | 129 |
|
|
2025
Q1 | $533K | Buy |
7,422
+279
| +4% | +$20K | 0.15% | 135 |
|
|
2024
Q4 | $502K | Hold |
7,143
| – | – | 0.15% | 141 |
|
|
2024
Q3 | $404K | Sell |
7,143
-119
| -2% | -$6.72K | 0.12% | 154 |
|
|
2024
Q2 | $431K | Buy |
7,262
+3,210
| +79% | +$191K | 0.14% | 142 |
|
|
2024
Q1 | $235K | Sell |
4,052
-100
| -2% | -$5.8K | 0.08% | 182 |
|
|
2023
Q4 | $204K | Buy |
4,152
+718
| +21% | +$35.3K | 0.08% | 193 |
|
|
2023
Q3 | $140K | Buy |
3,434
+100
| +3% | +$4.09K | 0.06% | 204 |
|
|
2023
Q2 | $142K | Sell |
3,334
-300
| -8% | -$12.8K | 0.06% | 208 |
|
|
2023
Q1 | $136K | Hold |
3,634
| – | – | 0.07% | 196 |
|
|
2022
Q4 | $150K | Sell |
3,634
-33
| -0.9% | -$1.36K | 0.08% | 184 |
|
|
2022
Q3 | $147K | Buy |
3,667
+250
| +7% | +$10.1K | 0.09% | 173 |
|
|
2022
Q2 | $134K | Sell |
3,417
-445
| -12% | -$17.4K | 0.07% | 189 |
|
|
2022
Q1 | $187K | Hold |
3,862
| – | – | 0.09% | 170 |
|
|
2021
Q4 | $185K | Buy |
+3,862
| New | +$185K | 0.09% | 168 |
|