CCM
Check Capital Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Sell |
4,413
-500
| -10% | -$40.1K | 0.01% | 36 |
|
|
2025
Q1 | $353K | Hold |
4,913
| – | – | 0.01% | 33 |
|
|
2024
Q4 | $345K | Hold |
4,913
| – | – | 0.01% | 32 |
|
|
2024
Q3 | $278K | Hold |
4,913
| – | – | 0.01% | 37 |
|
|
2024
Q2 | $292K | Sell |
4,913
-150
| -3% | -$8.91K | 0.01% | 35 |
|
|
2024
Q1 | $293K | Sell |
5,063
-1,800
| -26% | -$104K | 0.01% | 40 |
|
|
2023
Q4 | $338K | Sell |
6,863
-3,106
| -31% | -$153K | 0.01% | 32 |
|
|
2023
Q3 | $407K | Sell |
9,969
-751,961
| -99% | -$30.7M | 0.02% | 28 |
|
|
2023
Q2 | $32.5M | Sell |
761,930
-19,292
| -2% | -$823K | 1.29% | 10 |
|
|
2023
Q1 | $29.2M | Sell |
781,222
-5,310
| -0.7% | -$198K | 1.3% | 10 |
|
|
2022
Q4 | $32.5M | Buy |
786,532
+2,159
| +0.3% | +$89.1K | 1.56% | 9 |
|
|
2022
Q3 | $31.5M | Sell |
784,373
-2,619
| -0.3% | -$105K | 1.68% | 10 |
|
|
2022
Q2 | $30.8M | Sell |
786,992
-4,736
| -0.6% | -$186K | 1.54% | 11 |
|
|
2022
Q1 | $38.4M | Sell |
791,728
-56,165
| -7% | -$2.72M | 1.5% | 11 |
|
|
2021
Q4 | $40.7M | Buy |
847,893
+2,583
| +0.3% | +$124K | 1.7% | 11 |
|
|
2021
Q3 | $39.2M | Sell |
845,310
-38,498
| -4% | -$1.79M | 1.82% | 11 |
|
|
2021
Q2 | $40M | Sell |
883,808
-8,610
| -1% | -$390K | 1.81% | 11 |
|
|
2021
Q1 | $34.9M | Buy |
892,418
+1,873
| +0.2% | +$73.2K | 1.7% | 13 |
|
|
2020
Q4 | $26.9M | Sell |
890,545
-66,466
| -7% | -$2.01M | 1.47% | 11 |
|
|
2020
Q3 | $22.5M | Sell |
957,011
-59,031
| -6% | -$1.39M | 1.37% | 12 |
|
|
2020
Q2 | $26M | Sell |
1,016,042
-42,831
| -4% | -$1.1M | 1.8% | 10 |
|
|
2020
Q1 | $30.4M | Sell |
1,058,873
-50,326
| -5% | -$1.44M | 2% | 8 |
|
|
2019
Q4 | $59.7M | Sell |
1,109,199
-31,072
| -3% | -$1.67M | 2.87% | 5 |
|
|
2019
Q3 | $57.5M | Sell |
1,140,271
-37,284
| -3% | -$1.88M | 3.03% | 4 |
|
|
2019
Q2 | $55.7M | Sell |
1,177,555
-7,888
| -0.7% | -$373K | 2.86% | 6 |
|
|
2019
Q1 | $57.3M | Buy |
1,185,443
+4,793
| +0.4% | +$232K | 3.03% | 5 |
|
|
2018
Q4 | $54.4M | Buy |
1,180,650
+155,465
| +15% | +$7.16M | 2.93% | 3 |
|
|
2018
Q3 | $53.9M | Sell |
1,025,185
-2,006
| -0.2% | -$105K | 2.69% | 10 |
|
|
2018
Q2 | $56.9M | Sell |
1,027,191
-15,583
| -1% | -$864K | 3.01% | 11 |
|
|
2018
Q1 | $54.7M | Sell |
1,042,774
-305,134
| -23% | -$16M | 2.91% | 9 |
|
|
2017
Q4 | $81.8M | Sell |
1,347,908
-65,783
| -5% | -$3.99M | 4.5% | 2 |
|
|
2017
Q3 | $78M | Sell |
1,413,691
-23,782
| -2% | -$1.31M | 4.66% | 2 |
|
|
2017
Q2 | $79.7M | Buy |
1,437,473
+7,736
| +0.5% | +$429K | 5.08% | 2 |
|
|
2017
Q1 | $79.6M | Sell |
1,429,737
-108,192
| -7% | -$6.02M | 5.45% | 2 |
|
|
2016
Q4 | $84.8M | Sell |
1,537,929
-57,521
| -4% | -$3.17M | 6.46% | 2 |
|
|
2016
Q3 | $70.6M | Buy |
1,595,450
+4,669
| +0.3% | +$207K | 5.52% | 2 |
|
|
2016
Q2 | $75.3M | Sell |
1,590,781
-11,141
| -0.7% | -$527K | 6.14% | 2 |
|
|
2016
Q1 | $77.5M | Sell |
1,601,922
-36,108
| -2% | -$1.75M | 6.61% | 2 |
|
|
2015
Q4 | $89M | Sell |
1,638,030
-89,876
| -5% | -$4.89M | 8.51% | 2 |
|
|
2015
Q3 | $88.7M | Sell |
1,727,906
-39,303
| -2% | -$2.02M | 8.67% | 2 |
|
|
2015
Q2 | $99.4M | Sell |
1,767,209
-31,097
| -2% | -$1.75M | 9.34% | 2 |
|
|
2015
Q1 | $97.8M | Buy |
1,798,306
+13,828
| +0.8% | +$752K | 8.32% | 2 |
|
|
2014
Q4 | $97.8M | Buy |
1,784,478
+225,662
| +14% | +$12.4M | 8.62% | 2 |
|
|
2014
Q3 | $80.9M | Buy |
1,558,816
+35,880
| +2% | +$1.86M | 7.57% | 2 |
|
|
2014
Q2 | $80M | Sell |
1,522,936
-378,147
| -20% | -$19.9M | 7.9% | 2 |
|
|
2014
Q1 | $94.6M | Buy |
1,901,083
+61,400
| +3% | +$3.05M | 9.72% | 2 |
|
|
2013
Q4 | $83.5M | Buy |
1,839,683
+23,738
| +1% | +$1.08M | 10.19% | 2 |
|
|
2013
Q3 | $75M | Sell |
1,815,945
-173,894
| -9% | -$7.19M | 9.98% | 2 |
|
|
2013
Q2 | $82.1M | Buy |
+1,989,839
| New | +$82.1M | 11.41% | 2 |
|