Cannell & Spears’s Wells Fargo WFC Stock Holding History

Cannell & Spears’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12,272	Closed	-$862K	–	419
2024 Q4	$862K	Buy	12,272 +472	+4%	+$33.2K	0.02%	249
2024 Q3	$667K	Sell	11,800 -2,080	-15%	-$117K	0.01%	270
2024 Q2	$824K	Hold	13,880	–	–	0.02%	234
2024 Q1	$804K	Buy	13,880 +9,550	+221%	+$554K	0.02%	243
2023 Q4	$213K	Buy	+4,330	New	+$213K	0.02%	203
2023 Q3	–	Sell	-33,821	Closed	-$1.44M	–	227
2023 Q2	$1.44M	Sell	33,821 -6,226	-16%	-$266K	0.12%	74
2023 Q1	$1.5M	Sell	40,047 -100	-0.2%	-$3.74K	0.13%	70
2022 Q4	$1.66M	Buy	40,147 +100	+0.2%	+$4.13K	0.16%	65
2022 Q3	$1.61M	Sell	40,047 -333	-0.8%	-$13.4K	0.16%	65
2022 Q2	$1.58M	Hold	40,380	–	–	0.14%	71
2022 Q1	$1.96M	Hold	40,380	–	–	0.15%	70
2021 Q4	$1.94M	Sell	40,380 -28	-0.1%	-$1.34K	0.13%	74
2021 Q3	$1.88M	Hold	40,408	–	–	0.14%	73
2021 Q2	$1.83M	Hold	40,408	–	–	0.13%	76
2021 Q1	$1.58M	Hold	40,408	–	–	0.12%	75
2020 Q4	$1.22M	Buy	40,408 +28	+0.1%	+$845	0.1%	86
2020 Q3	$949K	Sell	40,380 -100	-0.2%	-$2.35K	0.09%	88
2020 Q2	$1.04M	Buy	40,480 +2,722	+7%	+$69.7K	0.11%	80
2020 Q1	$1.08M	Buy	37,758 +113	+0.3%	+$3.24K	0.13%	76
2019 Q4	$2.03M	Buy	37,645 +4,504	+14%	+$242K	0.22%	42
2019 Q3	$1.67M	Sell	33,141 -678	-2%	-$34.2K	0.19%	45
2019 Q2	$1.6M	Sell	33,819 -407	-1%	-$19.3K	0.19%	46
2019 Q1	$1.65M	Hold	34,226	–	–	0.21%	45
2018 Q4	$1.58M	Sell	34,226 -563	-2%	-$25.9K	0.23%	43
2018 Q3	$1.83M	Sell	34,789 -155	-0.4%	-$8.15K	0.22%	44
2018 Q2	$1.94M	Buy	34,944 +218	+0.6%	+$12.1K	0.25%	40
2018 Q1	$1.82M	Hold	34,726	–	–	0.24%	39
2017 Q4	$2.11M	Buy	34,726 +2,091	+6%	+$127K	0.26%	40
2017 Q3	$1.8M	Hold	32,635	–	–	0.22%	43
2017 Q2	$1.81M	Sell	32,635 -30	-0.1%	-$1.66K	0.22%	37
2017 Q1	$1.82M	Sell	32,665 -2,237	-6%	-$125K	0.23%	40
2016 Q4	$1.92M	Buy	34,902 +678	+2%	+$37.4K	0.25%	36
2016 Q3	$1.52M	Sell	34,224 -23,565	-41%	-$1.04M	0.19%	42
2016 Q2	$2.74M	Buy	57,789 +4,585	+9%	+$217K	0.35%	31
2016 Q1	$2.57M	Buy	53,204 +16,580	+45%	+$802K	0.31%	33
2015 Q4	$1.99M	Sell	36,624 -361	-1%	-$19.6K	0.23%	43
2015 Q3	$1.9M	Hold	36,985	–	–	0.22%	46
2015 Q2	$2.08M	Sell	36,985 -1,862	-5%	-$105K	0.23%	46
2015 Q1	$2.11M	Buy	38,847 +1,098	+3%	+$59.7K	0.25%	42
2014 Q4	$2.07M	Hold	37,749	–	–	0.23%	46
2014 Q3	$1.96M	Buy	37,749 +1,007	+3%	+$52.2K	0.23%	43
2014 Q2	$1.93M	Buy	36,742 +580	+2%	+$30.5K	0.23%	41
2014 Q1	$1.8M	Buy	36,162 +649	+2%	+$32.3K	0.23%	41
2013 Q4	$1.61M	Hold	35,513	–	–	0.2%	41
2013 Q3	$1.47M	Buy	35,513 +7,912	+29%	+$327K	0.19%	44
2013 Q2	$1.14M	Buy	+27,601	New	+$1.14M	0.17%	43