Buckhead 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 | $374K | Hold |
4,664
| – | – | 0.14% | 99 |
|
|
2025
Q1 | $335K | Sell |
4,664
-25
| -0.5% | -$1.8K | 0.11% | 101 |
|
|
2024
Q4 | $329K | Hold |
4,689
| – | – | 0.11% | 101 |
|
|
2024
Q3 | $265K | Hold |
4,689
| – | – | 0.08% | 112 |
|
|
2024
Q2 | $278K | Buy |
4,689
+225
| +5% | +$13.4K | 0.09% | 108 |
|
|
2024
Q1 | $259K | Hold |
4,464
| – | – | 0.09% | 112 |
|
|
2023
Q4 | $220K | Buy |
+4,464
| New | +$220K | 0.08% | 114 |
|
|
2022
Q2 | – | Sell |
-4,750
| Closed | -$230K | – | 141 |
|
|
2022
Q1 | $230K | Sell |
4,750
-349
| -7% | -$16.9K | 0.05% | 133 |
|
|
2021
Q4 | $245K | Hold |
5,099
| – | – | 0.05% | 136 |
|
|
2021
Q3 | $237K | Hold |
5,099
| – | – | 0.05% | 135 |
|
|
2021
Q2 | $231K | Buy |
+5,099
| New | +$231K | 0.05% | 136 |
|
|
2020
Q3 | – | Sell |
-50,639
| Closed | -$1.3M | – | 130 |
|
|
2020
Q2 | $1.3M | Buy |
50,639
+465
| +0.9% | +$11.9K | 0.4% | 57 |
|
|
2020
Q1 | $1.44M | Sell |
50,174
-240
| -0.5% | -$6.89K | 0.54% | 51 |
|
|
2019
Q4 | $2.71M | Sell |
50,414
-2,485
| -5% | -$134K | 0.77% | 47 |
|
|
2019
Q3 | $2.67M | Sell |
52,899
-754
| -1% | -$38K | 0.76% | 49 |
|
|
2019
Q2 | $2.54M | Sell |
53,653
-10,585
| -16% | -$501K | 0.76% | 49 |
|
|
2019
Q1 | $3.1M | Sell |
64,238
-111
| -0.2% | -$5.36K | 0.97% | 40 |
|
|
2018
Q4 | $2.97M | Sell |
64,349
-1,771
| -3% | -$81.6K | 1.04% | 32 |
|
|
2018
Q3 | $3.48M | Buy |
66,120
+254
| +0.4% | +$13.3K | 1.07% | 36 |
|
|
2018
Q2 | $3.65M | Sell |
65,866
-39,800
| -38% | -$2.21M | 1.21% | 35 |
|
|
2018
Q1 | $5.54M | Buy |
105,666
+7,310
| +7% | +$383K | 1.22% | 29 |
|
|
2017
Q4 | $5.97M | Buy |
98,356
+6,150
| +7% | +$373K | 1.27% | 29 |
|
|
2017
Q3 | $5.09M | Sell |
92,206
-31,000
| -25% | -$1.71M | 1.09% | 37 |
|
|
2017
Q2 | $6.83M | Sell |
123,206
-1,280
| -1% | -$70.9K | 1.24% | 29 |
|
|
2017
Q1 | $6.93M | Sell |
124,486
-12
| -0% | -$668 | 1.27% | 29 |
|
|
2016
Q4 | $6.86M | Sell |
124,498
-79,350
| -39% | -$4.37M | 1.3% | 28 |
|
|
2016
Q3 | $9.03M | Buy |
203,848
+26,405
| +15% | +$1.17M | 1.72% | 12 |
|
|
2016
Q2 | $8.4M | Sell |
177,443
-715
| -0.4% | -$33.8K | 1.53% | 16 |
|
|
2016
Q1 | $8.62M | Buy |
178,158
+250
| +0.1% | +$12.1K | 1.6% | 10 |
|
|
2015
Q4 | $9.67M | Sell |
177,908
-710
| -0.4% | -$38.6K | 1.79% | 9 |
|
|
2015
Q3 | $9.17M | Sell |
178,618
-1,350
| -0.8% | -$69.3K | 1.8% | 10 |
|
|
2015
Q2 | $10.1M | Sell |
179,968
-15,030
| -8% | -$845K | 1.85% | 8 |
|
|
2015
Q1 | $10.6M | Buy |
194,998
+39,015
| +25% | +$2.12M | 1.88% | 7 |
|
|
2014
Q4 | $8.55M | Sell |
155,983
-490
| -0.3% | -$26.9K | 1.51% | 13 |
|
|
2014
Q3 | $8.12M | Sell |
156,473
-8,170
| -5% | -$424K | 1.41% | 19 |
|
|
2014
Q2 | $8.65M | Sell |
164,643
-1,895
| -1% | -$99.6K | 1.22% | 25 |
|
|
2014
Q1 | $8.28M | Buy |
166,538
+12,372
| +8% | +$615K | 1.05% | 29 |
|
|
2013
Q4 | $7M | Buy |
154,166
+146,696
| +1,964% | +$6.66M | 0.91% | 39 |
|
|
2013
Q3 | $309K | Hold |
7,470
| – | – | 0.04% | 176 |
|
|
2013
Q2 | $308K | Buy |
+7,470
| New | +$308K | 0.04% | 168 |
|