Buffington Mohr McNeal’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.91M | Buy |
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|
2024
Q4 | $1.6M | Hold |
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|
2024
Q3 | $1.29M | Buy |
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|
2024
Q2 | $1.35M | Hold |
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|
2024
Q1 | $1.32M | Sell |
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|
2023
Q4 | $1.2M | Hold |
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|
2023
Q3 | $992K | Hold |
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|
2023
Q2 | $1.04M | Hold |
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|
2023
Q1 | $908K | Hold |
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|
2022
Q4 | $1M | Hold |
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|
2022
Q3 | $977K | Sell |
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|
2022
Q2 | $981K | Hold |
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|
2022
Q1 | $1.21M | Hold |
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|
2021
Q4 | $1.2M | Buy |
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|
2021
Q3 | $636K | Sell |
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|
2021
Q2 | $621K | Sell |
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|
2021
Q1 | $552K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $288K | Sell |
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|
2019
Q3 | $290K | Sell |
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|
2019
Q2 | $279K | Hold |
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|
2019
Q1 | $285K | Hold |
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|
2018
Q4 | $271K | Hold |
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|
2018
Q3 | $309K | Hold |
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|
2018
Q2 | $326K | Sell |
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|
2018
Q1 | $314K | Hold |
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|
2017
Q4 | $363K | Hold |
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|
2017
Q3 | $334K | Sell |
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|
2017
Q2 | $1.63M | Hold |
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|
2017
Q1 | $1.63M | Buy |
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|
2016
Q4 | $348K | Buy |
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|
2016
Q3 | $268K | Hold |
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|
2016
Q2 | $287K | Sell |
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|
2016
Q1 | $327K | Buy |
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|
2015
Q4 | $245K | Buy |
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|
2015
Q3 | $160K | Hold |
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|
2015
Q2 | $174K | Hold |
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|
2015
Q1 | $169K | Sell |
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|
2014
Q4 | $193K | Sell |
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|
2014
Q3 | $266K | Hold |
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|
2014
Q2 | $269K | Buy |
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|
2014
Q1 | $234K | Sell |
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|
2013
Q4 | $232K | Hold |
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|
2013
Q3 | $211K | Sell |
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|
2013
Q2 | $226K | Buy |
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