Chesley Taft & Associates’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 | $17.7M | Buy |
221,072
+12,160
| +6% | +$974K | 0.79% | 36 |
|
|
2025
Q1 | $15M | Buy |
208,912
+13,016
| +7% | +$934K | 0.72% | 41 |
|
|
2024
Q4 | $13.8M | Buy |
195,896
+53,773
| +38% | +$3.78M | 0.64% | 45 |
|
|
2024
Q3 | $8.03M | Sell |
142,123
-350
| -0.2% | -$19.8K | 0.38% | 62 |
|
|
2024
Q2 | $8.46M | Buy |
142,473
+9,883
| +7% | +$587K | 0.42% | 58 |
|
|
2024
Q1 | $7.68M | Buy |
132,590
+4,455
| +3% | +$258K | 0.39% | 62 |
|
|
2023
Q4 | $6.31M | Sell |
128,135
-1,193
| -0.9% | -$58.7K | 0.35% | 66 |
|
|
2023
Q3 | $5.28M | Buy |
129,328
+812
| +0.6% | +$33.2K | 0.34% | 71 |
|
|
2023
Q2 | $5.49M | Sell |
128,516
-2,409
| -2% | -$103K | 0.34% | 72 |
|
|
2023
Q1 | $4.89M | Buy |
130,925
+8,825
| +7% | +$330K | 0.32% | 75 |
|
|
2022
Q4 | $5.04M | Buy |
122,100
+1,330
| +1% | +$54.9K | 0.35% | 75 |
|
|
2022
Q3 | $4.86M | Sell |
120,770
-2,610
| -2% | -$105K | 0.36% | 71 |
|
|
2022
Q2 | $4.83M | Buy |
123,380
+55
| +0% | +$2.15K | 0.33% | 75 |
|
|
2022
Q1 | $5.97M | Sell |
123,325
-1,610
| -1% | -$78K | 0.35% | 68 |
|
|
2021
Q4 | $5.99M | Buy |
124,935
+4,140
| +3% | +$199K | 0.31% | 78 |
|
|
2021
Q3 | $5.61M | Buy |
120,795
+2,885
| +2% | +$134K | 0.32% | 76 |
|
|
2021
Q2 | $5.34M | Buy |
117,910
+5,465
| +5% | +$248K | 0.31% | 78 |
|
|
2021
Q1 | $4.44M | Buy |
112,445
+6,715
| +6% | +$265K | 0.27% | 85 |
|
|
2020
Q4 | $3.19M | Sell |
105,730
-33,725
| -24% | -$1.02M | 0.2% | 96 |
|
|
2020
Q3 | $3.28M | Buy |
139,455
+1,583
| +1% | +$37.2K | 0.23% | 90 |
|
|
2020
Q2 | $3.53M | Sell |
137,872
-16,490
| -11% | -$422K | 0.27% | 83 |
|
|
2020
Q1 | $4.43M | Buy |
154,362
+3,070
| +2% | +$88.1K | 0.4% | 65 |
|
|
2019
Q4 | $8.14M | Buy |
151,292
+94,199
| +165% | +$5.07M | 0.59% | 53 |
|
|
2019
Q3 | $2.88M | Buy |
57,093
+2,770
| +5% | +$140K | 0.22% | 90 |
|
|
2019
Q2 | $2.57M | Buy |
54,323
+586
| +1% | +$27.7K | 0.2% | 96 |
|
|
2019
Q1 | $2.6M | Sell |
53,737
-1,695
| -3% | -$81.9K | 0.22% | 95 |
|
|
2018
Q4 | $2.55M | Sell |
55,432
-771
| -1% | -$35.5K | 0.25% | 87 |
|
|
2018
Q3 | $2.95M | Sell |
56,203
-1,468
| -3% | -$77.2K | 0.24% | 92 |
|
|
2018
Q2 | $3.2M | Sell |
57,671
-292
| -0.5% | -$16.2K | 0.27% | 85 |
|
|
2018
Q1 | $3.04M | Sell |
57,963
-3,614
| -6% | -$189K | 0.27% | 88 |
|
|
2017
Q4 | $3.74M | Sell |
61,577
-3,329
| -5% | -$202K | 0.32% | 81 |
|
|
2017
Q3 | $3.58M | Sell |
64,906
-47,148
| -42% | -$2.6M | 0.31% | 84 |
|
|
2017
Q2 | $6.21M | Sell |
112,054
-1,740
| -2% | -$96.4K | 0.56% | 59 |
|
|
2017
Q1 | $6.33M | Sell |
113,794
-8,398
| -7% | -$467K | 0.6% | 53 |
|
|
2016
Q4 | $6.73M | Sell |
122,192
-160,634
| -57% | -$8.85M | 0.67% | 53 |
|
|
2016
Q3 | $12.5M | Sell |
282,826
-5,803
| -2% | -$257K | 1.26% | 23 |
|
|
2016
Q2 | $13.7M | Sell |
288,629
-1,937
| -0.7% | -$91.7K | 1.4% | 17 |
|
|
2016
Q1 | $14.1M | Buy |
290,566
+2,772
| +1% | +$134K | 1.48% | 17 |
|
|
2015
Q4 | $15.6M | Sell |
287,794
-35,023
| -11% | -$1.9M | 1.64% | 13 |
|
|
2015
Q3 | $16.6M | Buy |
322,817
+20,100
| +7% | +$1.03M | 1.81% | 12 |
|
|
2015
Q2 | $17M | Buy |
302,717
+123,898
| +69% | +$6.97M | 1.74% | 11 |
|
|
2015
Q1 | $9.73M | Buy |
178,819
+10,262
| +6% | +$558K | 1% | 39 |
|
|
2014
Q4 | $9.24M | Buy |
168,557
+15,620
| +10% | +$856K | 0.93% | 44 |
|
|
2014
Q3 | $7.93M | Sell |
152,937
-525
| -0.3% | -$27.2K | 0.83% | 45 |
|
|
2014
Q2 | $8.07M | Buy |
153,462
+15,264
| +11% | +$802K | 0.83% | 44 |
|
|
2014
Q1 | $6.87M | Sell |
138,198
-483
| -0.3% | -$24K | 0.74% | 51 |
|
|
2013
Q4 | $6.3M | Buy |
138,681
+495
| +0.4% | +$22.5K | 0.63% | 57 |
|
|
2013
Q3 | $5.71M | Buy |
138,186
+7,106
| +5% | +$294K | 0.62% | 54 |
|
|
2013
Q2 | $5.41M | Buy |
+131,080
| New | +$5.41M | 0.63% | 55 |
|