Churchill 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 | $20.4M | Buy |
254,395
+3,409
| +1% | +$273K | 0.22% | 38 |
|
|
2025
Q1 | $18M | Buy |
+250,986
| New | +$18M | 0.23% | 33 |
|
|
2023
Q3 | – | Sell |
-289,331
| Closed | -$12.3M | – | 162 |
|
|
2023
Q2 | $12.3M | Sell |
289,331
-882
| -0.3% | -$37.6K | 0.21% | 50 |
|
|
2023
Q1 | $10.8M | Sell |
290,213
-1,057
| -0.4% | -$39.5K | 0.22% | 57 |
|
|
2022
Q4 | $12M | Sell |
291,270
-21,818
| -7% | -$901K | 0.29% | 45 |
|
|
2022
Q3 | $12.6M | Buy |
313,088
+369
| +0.1% | +$14.8K | 0.34% | 35 |
|
|
2022
Q2 | $12.2M | Buy |
312,719
+3,773
| +1% | +$148K | 0.31% | 41 |
|
|
2022
Q1 | $15M | Buy |
308,946
+15,981
| +5% | +$774K | 0.26% | 37 |
|
|
2021
Q4 | $14.1M | Buy |
292,965
+4,493
| +2% | +$216K | 0.2% | 58 |
|
|
2021
Q3 | $13.4M | Buy |
288,472
+6,925
| +2% | +$321K | 0.2% | 53 |
|
|
2021
Q2 | $12.8M | Buy |
281,547
+8,091
| +3% | +$366K | 0.19% | 66 |
|
|
2021
Q1 | $10.7M | Buy |
+273,456
| New | +$10.7M | 0.18% | 74 |
|
|
2018
Q2 | – | Sell |
-25,841
| Closed | -$1.35M | – | 141 |
|
|
2018
Q1 | $1.35M | Sell |
25,841
-18,763
| -42% | -$983K | 0.04% | 107 |
|
|
2017
Q4 | $2.71M | Buy |
+44,604
| New | +$2.71M | 0.06% | 94 |
|
|
2017
Q2 | – | Sell |
-382,589
| Closed | -$21.3M | – | 139 |
|
|
2017
Q1 | $21.3M | Buy |
382,589
+19,271
| +5% | +$1.07M | 0.6% | 33 |
|
|
2016
Q4 | $20M | Buy |
+363,318
| New | +$20M | 0.67% | 25 |
|