BCM
BTC Capital Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Sell |
154,523
-10,007
| -6% | -$801K | 1.01% | 28 |
|
|
2025
Q1 | $11.8M | Sell |
164,530
-4,658
| -3% | -$334K | 1.08% | 26 |
|
|
2024
Q4 | $11.9M | Sell |
169,188
-39,598
| -19% | -$2.78M | 1.1% | 25 |
|
|
2024
Q3 | $11.8M | Buy |
208,786
+33,024
| +19% | +$1.87M | 1.05% | 27 |
|
|
2024
Q2 | $10.4M | Sell |
175,762
-3,333
| -2% | -$198K | 0.97% | 31 |
|
|
2024
Q1 | $10.4M | Buy |
+179,095
| New | +$10.4M | 0.95% | 32 |
|
|
2023
Q3 | $6.37M | Buy |
155,788
+1,147
| +0.7% | +$46.9K | 0.73% | 42 |
|
|
2023
Q2 | $6.6M | Sell |
154,641
-2,102
| -1% | -$89.8K | 0.71% | 45 |
|
|
2023
Q1 | $5.85M | Buy |
156,743
+5,902
| +4% | +$220K | 0.67% | 50 |
|
|
2022
Q4 | $6.31M | Sell |
150,841
-5,453
| -3% | -$228K | 0.76% | 40 |
|
|
2022
Q3 | $6.29M | Buy |
156,294
+50,234
| +47% | +$2.02M | 0.82% | 35 |
|
|
2022
Q2 | $4.15M | Buy |
106,060
+12,928
| +14% | +$506K | 0.51% | 64 |
|
|
2022
Q1 | $4.52M | Buy |
+93,132
| New | +$4.52M | 0.45% | 74 |
|
|
2020
Q1 | – | Sell |
-4,600
| Closed | -$249K | – | 186 |
|
|
2019
Q4 | $249K | Sell |
4,600
-680
| -13% | -$36.8K | 0.04% | 168 |
|
|
2019
Q3 | $267K | Hold |
5,280
| – | – | 0.04% | 158 |
|
|
2019
Q2 | $249K | Hold |
5,280
| – | – | 0.04% | 170 |
|
|
2019
Q1 | $256K | Hold |
5,280
| – | – | 0.04% | 166 |
|
|
2018
Q4 | $243K | Buy |
5,280
+658
| +14% | +$30.3K | 0.04% | 160 |
|
|
2018
Q3 | $243K | Sell |
4,622
-2,140
| -32% | -$113K | 0.04% | 160 |
|
|
2018
Q2 | $374K | Sell |
6,762
-10,091
| -60% | -$558K | 0.09% | 116 |
|
|
2018
Q1 | $884K | Sell |
16,853
-64,239
| -79% | -$3.37M | 0.14% | 119 |
|
|
2017
Q4 | $4.93M | Buy |
81,092
+1,642
| +2% | +$99.7K | 0.85% | 38 |
|
|
2017
Q3 | $4.39M | Sell |
79,450
-3,112
| -4% | -$172K | 0.78% | 41 |
|
|
2017
Q2 | $4.58M | Sell |
82,562
-8,276
| -9% | -$459K | 0.83% | 36 |
|
|
2017
Q1 | $5.06M | Sell |
90,838
-290
| -0.3% | -$16.2K | 0.94% | 33 |
|
|
2016
Q4 | $5.02M | Buy |
91,128
+5,004
| +6% | +$276K | 0.99% | 28 |
|
|
2016
Q3 | $3.81M | Buy |
86,124
+3,637
| +4% | +$161K | 0.79% | 43 |
|
|
2016
Q2 | $3.9M | Buy |
82,487
+3,329
| +4% | +$158K | 0.84% | 39 |
|
|
2016
Q1 | $3.83M | Buy |
79,158
+69
| +0.1% | +$3.34K | 0.88% | 35 |
|
|
2015
Q4 | $4.3M | Buy |
79,089
+3,247
| +4% | +$176K | 1.01% | 27 |
|
|
2015
Q3 | $3.9M | Buy |
75,842
+6,201
| +9% | +$318K | 0.94% | 28 |
|
|
2015
Q2 | $3.92M | Buy |
69,641
+10,381
| +18% | +$584K | 0.91% | 29 |
|
|
2015
Q1 | $3.22M | Buy |
59,260
+5,888
| +11% | +$320K | 0.74% | 41 |
|
|
2014
Q4 | $2.93M | Buy |
53,372
+1,271
| +2% | +$69.7K | 0.72% | 49 |
|
|
2014
Q3 | $2.7M | Buy |
+52,101
| New | +$2.7M | 0.68% | 58 |
|