Burney Company’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 | $7.93M | Sell |
99,008
-50,363
| -34% | -$4.04M | 0.27% | 94 |
|
|
2025
Q1 | $10.7M | Buy |
149,371
+75,464
| +102% | +$5.42M | 0.39% | 70 |
|
|
2024
Q4 | $5.19M | Buy |
73,907
+37,324
| +102% | +$2.62M | 0.18% | 118 |
|
|
2024
Q3 | $2.07M | Sell |
36,583
-991
| -3% | -$56K | 0.07% | 214 |
|
|
2024
Q2 | $2.23M | Sell |
37,574
-2,820
| -7% | -$167K | 0.09% | 203 |
|
|
2024
Q1 | $2.34M | Sell |
40,394
-4,284
| -10% | -$248K | 0.09% | 213 |
|
|
2023
Q4 | $2.2M | Sell |
44,678
-53,580
| -55% | -$2.64M | 0.09% | 226 |
|
|
2023
Q3 | $4.01M | Buy |
98,258
+31,834
| +48% | +$1.3M | 0.19% | 141 |
|
|
2023
Q2 | $2.83M | Sell |
66,424
-2,497
| -4% | -$107K | 0.13% | 189 |
|
|
2023
Q1 | $2.58M | Sell |
68,921
-1,169
| -2% | -$43.7K | 0.13% | 194 |
|
|
2022
Q4 | $2.89M | Sell |
70,090
-84,272
| -55% | -$3.48M | 0.15% | 166 |
|
|
2022
Q3 | $6.21M | Sell |
154,362
-51,340
| -25% | -$2.06M | 0.34% | 84 |
|
|
2022
Q2 | $8.06M | Buy |
205,702
+35,256
| +21% | +$1.38M | 0.42% | 64 |
|
|
2022
Q1 | $8.26M | Buy |
170,446
+122,770
| +258% | +$5.95M | 0.38% | 75 |
|
|
2021
Q4 | $2.29M | Buy |
47,676
+34,518
| +262% | +$1.66M | 0.1% | 218 |
|
|
2021
Q3 | $611K | Sell |
13,158
-47
| -0.4% | -$2.18K | 0.03% | 390 |
|
|
2021
Q2 | $598K | Buy |
13,205
+150
| +1% | +$6.79K | 0.03% | 402 |
|
|
2021
Q1 | $510K | Sell |
13,055
-37,719
| -74% | -$1.47M | 0.03% | 408 |
|
|
2020
Q4 | $1.53M | Buy |
50,774
+35,326
| +229% | +$1.07M | 0.08% | 244 |
|
|
2020
Q3 | $363K | Sell |
15,448
-3,080
| -17% | -$72.4K | 0.02% | 390 |
|
|
2020
Q2 | $474K | Buy |
18,528
+33
| +0.2% | +$844 | 0.03% | 350 |
|
|
2020
Q1 | $531K | Sell |
18,495
-1,705
| -8% | -$49K | 0.04% | 296 |
|
|
2019
Q4 | $1.09M | Buy |
20,200
+202
| +1% | +$10.9K | 0.06% | 260 |
|
|
2019
Q3 | $1.01M | Buy |
19,998
+1,821
| +10% | +$91.9K | 0.06% | 256 |
|
|
2019
Q2 | $860K | Buy |
18,177
+471
| +3% | +$22.3K | 0.05% | 280 |
|
|
2019
Q1 | $856K | Buy |
17,706
+712
| +4% | +$34.4K | 0.05% | 275 |
|
|
2018
Q4 | $783K | Buy |
16,994
+58
| +0.3% | +$2.67K | 0.06% | 266 |
|
|
2018
Q3 | $890K | Sell |
16,936
-834
| -5% | -$43.8K | 0.05% | 269 |
|
|
2018
Q2 | $985K | Buy |
17,770
+442
| +3% | +$24.5K | 0.06% | 251 |
|
|
2018
Q1 | $908K | Buy |
17,328
+229
| +1% | +$12K | 0.06% | 246 |
|
|
2017
Q4 | $1.04M | Buy |
17,099
+769
| +5% | +$46.6K | 0.06% | 245 |
|
|
2017
Q3 | $886K | Sell |
16,330
-287
| -2% | -$15.6K | 0.06% | 242 |
|
|
2017
Q2 | $927K | Buy |
16,617
+690
| +4% | +$38.5K | 0.06% | 228 |
|
|
2017
Q1 | $886K | Sell |
15,927
-302
| -2% | -$16.8K | 0.06% | 226 |
|
|
2016
Q4 | $894K | Sell |
16,229
-388
| -2% | -$21.4K | 0.06% | 219 |
|
|
2016
Q3 | $753K | Sell |
16,617
-3,431
| -17% | -$155K | 0.05% | 223 |
|
|
2016
Q2 | $949K | Sell |
20,048
-3,750
| -16% | -$178K | 0.07% | 207 |
|
|
2016
Q1 | $1.15M | Sell |
23,798
-519
| -2% | -$25.1K | 0.08% | 196 |
|
|
2015
Q4 | $1.33M | Buy |
24,317
+1,173
| +5% | +$64.2K | 0.1% | 184 |
|
|
2015
Q3 | $1.19M | Sell |
23,144
-443
| -2% | -$22.7K | 0.09% | 180 |
|
|
2015
Q2 | $1.33M | Buy |
23,587
+412
| +2% | +$23.2K | 0.09% | 189 |
|
|
2015
Q1 | $1.26M | Buy |
23,175
+186
| +0.8% | +$10.1K | 0.09% | 204 |
|
|
2014
Q4 | $1.26M | Sell |
22,989
-191
| -0.8% | -$10.5K | 0.1% | 190 |
|
|
2014
Q3 | $1.2M | Sell |
23,180
-83
| -0.4% | -$4.3K | 0.1% | 189 |
|
|
2014
Q2 | $1.22M | Buy |
23,263
+1,501
| +7% | +$78.9K | 0.11% | 189 |
|
|
2014
Q1 | $1.08M | Sell |
21,762
-3,741
| -15% | -$186K | 0.1% | 195 |
|
|
2013
Q4 | $1.16M | Sell |
25,503
-6,978
| -21% | -$317K | 0.11% | 186 |
|
|
2013
Q3 | $1.34M | Buy |
32,481
+3,052
| +10% | +$126K | 0.15% | 167 |
|
|
2013
Q2 | $1.22M | Buy |
+29,429
| New | +$1.22M | 0.15% | 163 |
|