Chesapeake Wealth 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 | $340K | Sell |
4,240
-100
| -2% | -$8.01K | 0.11% | 123 |
|
|
2025
Q1 | $312K | Hold |
4,340
| – | – | 0.11% | 124 |
|
|
2024
Q4 | $305K | Buy |
4,340
+74
| +2% | +$5.2K | 0.1% | 132 |
|
|
2024
Q3 | $241K | Hold |
4,266
| – | – | 0.08% | 149 |
|
|
2024
Q2 | $253K | Hold |
4,266
| – | – | 0.09% | 138 |
|
|
2024
Q1 | $247K | Buy |
4,266
+26
| +0.6% | +$1.51K | 0.09% | 139 |
|
|
2023
Q4 | $209K | Buy |
+4,240
| New | +$209K | 0.08% | 150 |
|
|
2022
Q2 | – | Sell |
-4,928
| Closed | -$239K | – | 187 |
|
|
2022
Q1 | $239K | Hold |
4,928
| – | – | 0.09% | 171 |
|
|
2021
Q4 | $236K | Hold |
4,928
| – | – | 0.08% | 184 |
|
|
2021
Q3 | $229K | Hold |
4,928
| – | – | 0.08% | 191 |
|
|
2021
Q2 | $223K | Buy |
+4,928
| New | +$223K | 0.07% | 213 |
|
|
2021
Q1 | – | Sell |
-7,667
| Closed | -$231K | – | 229 |
|
|
2020
Q4 | $231K | Buy |
+7,667
| New | +$231K | 0.08% | 196 |
|
|
2020
Q3 | – | Sell |
-9,052
| Closed | -$232K | – | 194 |
|
|
2020
Q2 | $232K | Sell |
9,052
-30
| -0.3% | -$769 | 0.09% | 184 |
|
|
2020
Q1 | $260K | Hold |
9,082
| – | – | 0.12% | 154 |
|
|
2019
Q4 | $488K | Hold |
9,082
| – | – | 0.19% | 120 |
|
|
2019
Q3 | $458K | Sell |
9,082
-155
| -2% | -$7.82K | 0.19% | 124 |
|
|
2019
Q2 | $437K | Sell |
9,237
-490
| -5% | -$23.2K | 0.18% | 126 |
|
|
2019
Q1 | $470K | Sell |
9,727
-330
| -3% | -$15.9K | 0.21% | 121 |
|
|
2018
Q4 | $464K | Buy |
10,057
+1,723
| +21% | +$79.5K | 0.23% | 110 |
|
|
2018
Q3 | $438K | Sell |
8,334
-235
| -3% | -$12.4K | 0.19% | 120 |
|
|
2018
Q2 | $475K | Buy |
8,569
+3,759
| +78% | +$208K | 0.22% | 109 |
|
|
2018
Q1 | $252K | Buy |
+4,810
| New | +$252K | 0.12% | 158 |
|