CCM
Chilton Capital Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $157K | Sell |
1,964
-4,224
| -68% | -$338K | 0.01% | 244 |
|
|
2025
Q1 | $444K | Sell |
6,188
-400
| -6% | -$28.7K | 0.02% | 171 |
|
|
2024
Q4 | $463K | Sell |
6,588
-6,156
| -48% | -$432K | 0.02% | 164 |
|
|
2024
Q3 | $720K | Buy |
12,744
+446
| +4% | +$25.2K | 0.03% | 146 |
|
|
2024
Q2 | $730K | Buy |
12,298
+268
| +2% | +$15.9K | 0.03% | 145 |
|
|
2024
Q1 | $697K | Sell |
12,030
-360
| -3% | -$20.9K | 0.03% | 150 |
|
|
2023
Q4 | $610K | Sell |
12,390
-259
| -2% | -$12.7K | 0.03% | 151 |
|
|
2023
Q3 | $517K | Sell |
12,649
-345
| -3% | -$14.1K | 0.03% | 149 |
|
|
2023
Q2 | $555K | Hold |
12,994
| – | – | 0.03% | 148 |
|
|
2023
Q1 | $486K | Sell |
12,994
-325
| -2% | -$12.1K | 0.03% | 154 |
|
|
2022
Q4 | $550K | Sell |
13,319
-1
| -0% | -$41 | 0.03% | 155 |
|
|
2022
Q3 | $536K | Sell |
13,320
-350
| -3% | -$14.1K | 0.04% | 150 |
|
|
2022
Q2 | $535K | Sell |
13,670
-140
| -1% | -$5.48K | 0.03% | 158 |
|
|
2022
Q1 | $669K | Sell |
13,810
-193
| -1% | -$9.35K | 0.04% | 151 |
|
|
2021
Q4 | $672K | Sell |
14,003
-4,450
| -24% | -$214K | 0.03% | 152 |
|
|
2021
Q3 | $856K | Buy |
18,453
+274
| +2% | +$12.7K | 0.05% | 129 |
|
|
2021
Q2 | $823K | Buy |
18,179
+3,454
| +23% | +$156K | 0.05% | 133 |
|
|
2021
Q1 | $575K | Sell |
14,725
-2,347
| -14% | -$91.6K | 0.04% | 140 |
|
|
2020
Q4 | $515K | Sell |
17,072
-40,500
| -70% | -$1.22M | 0.04% | 136 |
|
|
2020
Q3 | $1.35M | Buy |
57,572
+15,441
| +37% | +$363K | 0.11% | 97 |
|
|
2020
Q2 | $1.08M | Buy |
42,131
+9,121
| +28% | +$234K | 0.09% | 101 |
|
|
2020
Q1 | $947K | Sell |
33,010
-80
| -0.2% | -$2.3K | 0.1% | 98 |
|
|
2019
Q4 | $1.78M | Sell |
33,090
-1,575
| -5% | -$84.7K | 0.14% | 98 |
|
|
2019
Q3 | $1.75M | Buy |
34,665
+716
| +2% | +$36.1K | 0.14% | 100 |
|
|
2019
Q2 | $1.61M | Sell |
33,949
-10,045
| -23% | -$475K | 0.14% | 100 |
|
|
2019
Q1 | $2.13M | Sell |
43,994
-8,537
| -16% | -$413K | 0.19% | 91 |
|
|
2018
Q4 | $2.42M | Sell |
52,531
-4,280
| -8% | -$197K | 0.23% | 86 |
|
|
2018
Q3 | $2.99M | Sell |
56,811
-3,160
| -5% | -$166K | 0.25% | 83 |
|
|
2018
Q2 | $3.33M | Sell |
59,971
-4,331
| -7% | -$240K | 0.29% | 85 |
|
|
2018
Q1 | $3.37M | Sell |
64,302
-49,768
| -44% | -$2.61M | 0.3% | 79 |
|
|
2017
Q4 | $6.92M | Sell |
114,070
-12,322
| -10% | -$748K | 0.63% | 70 |
|
|
2017
Q3 | $6.97M | Sell |
126,392
-174,388
| -58% | -$9.62M | 0.67% | 67 |
|
|
2017
Q2 | $16.7M | Sell |
300,780
-8,637
| -3% | -$479K | 1.84% | 12 |
|
|
2017
Q1 | $17.2M | Sell |
309,417
-9,687
| -3% | -$539K | 1.71% | 13 |
|
|
2016
Q4 | $17.6M | Sell |
319,104
-9,654
| -3% | -$532K | 1.84% | 13 |
|
|
2016
Q3 | $14.6M | Buy |
328,758
+9,121
| +3% | +$404K | 1.47% | 21 |
|
|
2016
Q2 | $15.1M | Sell |
319,637
-3,111
| -1% | -$147K | 1.47% | 21 |
|
|
2016
Q1 | $15.6M | Buy |
322,748
+90,069
| +39% | +$4.36M | 1.56% | 16 |
|
|
2015
Q4 | $12.6M | Sell |
232,679
-3,918
| -2% | -$213K | 1.33% | 22 |
|
|
2015
Q3 | $12.1M | Sell |
236,597
-859
| -0.4% | -$44.1K | 1.25% | 23 |
|
|
2015
Q2 | $13.4M | Sell |
237,456
-5,638
| -2% | -$317K | 1.26% | 26 |
|
|
2015
Q1 | $13.2M | Sell |
243,094
-729
| -0.3% | -$39.7K | 1.33% | 22 |
|
|
2014
Q4 | $13.4M | Sell |
243,823
-8,595
| -3% | -$471K | 1.36% | 24 |
|
|
2014
Q3 | $13.1M | Sell |
252,418
-37,034
| -13% | -$1.92M | 1.39% | 22 |
|
|
2014
Q2 | $15.2M | Sell |
289,452
-645
| -0.2% | -$33.9K | 1.48% | 20 |
|
|
2014
Q1 | $14.4M | Sell |
290,097
-7,390
| -2% | -$368K | 1.51% | 22 |
|
|
2013
Q4 | $13.5M | Buy |
297,487
+3,304
| +1% | +$150K | 1.46% | 21 |
|
|
2013
Q3 | $12.2M | Sell |
294,183
-390
| -0.1% | -$16.1K | 1.39% | 21 |
|
|
2013
Q2 | $12.2M | Buy |
+294,573
| New | +$12.2M | 1.51% | 21 |
|