Carderock 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 | $88.1K | Buy |
+1,100
| New | +$88.1K | 0.02% | 93 |
|
|
2023
Q2 | – | Sell |
-1,400
| Closed | -$52.3K | – | 121 |
|
|
2023
Q1 | $52.3K | Buy |
+1,400
| New | +$52.3K | 0.02% | 99 |
|
|
2016
Q4 | – | Sell |
-24,551
| Closed | -$1.09M | – | 82 |
|
|
2016
Q3 | $1.09M | Sell |
24,551
-12,874
| -34% | -$570K | 0.54% | 52 |
|
|
2016
Q2 | $1.77M | Sell |
37,425
-485
| -1% | -$23K | 0.94% | 44 |
|
|
2016
Q1 | $1.83M | Buy |
37,910
+238
| +0.6% | +$11.5K | 0.94% | 45 |
|
|
2015
Q4 | $2.05M | Buy |
37,672
+19,725
| +110% | +$1.07M | 1.07% | 39 |
|
|
2015
Q3 | $922K | Buy |
17,947
+897
| +5% | +$46.1K | 0.51% | 52 |
|
|
2015
Q2 | $959K | Buy |
17,050
+7,931
| +87% | +$446K | 0.48% | 56 |
|
|
2015
Q1 | $496K | Buy |
9,119
+2,559
| +39% | +$139K | 0.24% | 72 |
|
|
2014
Q4 | $360K | Buy |
6,560
+159
| +2% | +$8.73K | 0.18% | 76 |
|
|
2014
Q3 | $332K | Buy |
+6,401
| New | +$332K | 0.17% | 79 |
|
|
2014
Q2 | – | Sell |
-811
| Closed | -$40K | – | 199 |
|
|
2014
Q1 | $40K | Buy |
+811
| New | +$40K | 0.02% | 149 |
|