CIM Investment 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 | $706K | Sell |
8,811
-40
| -0.5% | -$3.21K | 0.13% | 143 |
|
|
2025
Q1 | $635K | Sell |
8,851
-6
| -0.1% | -$431 | 0.15% | 93 |
|
|
2024
Q4 | $622K | Buy |
8,857
+40
| +0.5% | +$2.81K | 0.18% | 100 |
|
|
2024
Q3 | $498K | Sell |
8,817
-159
| -2% | -$8.98K | 0.15% | 120 |
|
|
2024
Q2 | $533K | Sell |
8,976
-53
| -0.6% | -$3.15K | 0.16% | 117 |
|
|
2024
Q1 | $523K | Hold |
9,029
| – | – | 0.16% | 130 |
|
|
2023
Q4 | $444K | Hold |
9,029
| – | – | 0.14% | 141 |
|
|
2023
Q3 | $369K | Sell |
9,029
-221
| -2% | -$9.03K | 0.14% | 154 |
|
|
2023
Q2 | $395K | Buy |
9,250
+24
| +0.3% | +$1.02K | 0.13% | 143 |
|
|
2023
Q1 | $345K | Buy |
9,226
+455
| +5% | +$17K | 0.13% | 167 |
|
|
2022
Q4 | $362K | Sell |
8,771
-247
| -3% | -$10.2K | 0.14% | 148 |
|
|
2022
Q3 | $363K | Hold |
9,018
| – | – | 0.16% | 131 |
|
|
2022
Q2 | $353K | Sell |
9,018
-51
| -0.6% | -$2K | 0.15% | 144 |
|
|
2022
Q1 | $439K | Sell |
9,069
-11
| -0.1% | -$532 | 0.15% | 138 |
|
|
2021
Q4 | $436K | Sell |
9,080
-179
| -2% | -$8.6K | 0.13% | 168 |
|
|
2021
Q3 | $430K | Sell |
9,259
-56
| -0.6% | -$2.6K | 0.14% | 153 |
|
|
2021
Q2 | $422K | Sell |
9,315
-51
| -0.5% | -$2.31K | 0.13% | 156 |
|
|
2021
Q1 | $366K | Sell |
9,366
-366
| -4% | -$14.3K | 0.12% | 176 |
|
|
2020
Q4 | $294K | Sell |
9,732
-160
| -2% | -$4.83K | 0.1% | 209 |
|
|
2020
Q3 | $233K | Sell |
9,892
-110
| -1% | -$2.59K | 0.09% | 216 |
|
|
2020
Q2 | $256K | Hold |
10,002
| – | – | 0.1% | 193 |
|
|
2020
Q1 | $287K | Buy |
10,002
+367
| +4% | +$10.5K | 0.14% | 136 |
|
|
2019
Q4 | $518K | Sell |
9,635
-9,626
| -50% | -$518K | 0.21% | 113 |
|
|
2019
Q3 | $972K | Sell |
19,261
-2,158
| -10% | -$109K | 0.36% | 40 |
|
|
2019
Q2 | $1.01M | Buy |
21,419
+872
| +4% | +$41.3K | 0.37% | 48 |
|
|
2019
Q1 | $993K | Hold |
20,547
| – | – | 0.38% | 41 |
|
|
2018
Q4 | $947K | Sell |
20,547
-909
| -4% | -$41.9K | 0.41% | 36 |
|
|
2018
Q3 | $1.13M | Sell |
21,456
-10,880
| -34% | -$572K | 0.4% | 34 |
|
|
2018
Q2 | $1.79M | Sell |
32,336
-975
| -3% | -$54.1K | 0.62% | 16 |
|
|
2018
Q1 | $1.75M | Sell |
33,311
-881
| -3% | -$46.2K | 0.59% | 15 |
|
|
2017
Q4 | $2.07M | Sell |
34,192
-560
| -2% | -$34K | 0.71% | 11 |
|
|
2017
Q3 | $1.92M | Sell |
34,752
-1,905
| -5% | -$105K | 0.7% | 16 |
|
|
2017
Q2 | $2.03M | Sell |
36,657
-618
| -2% | -$34.2K | 0.72% | 13 |
|
|
2017
Q1 | $2.08M | Sell |
37,275
-3,704
| -9% | -$206K | 0.71% | 14 |
|
|
2016
Q4 | $2.26M | Buy |
40,979
+496
| +1% | +$27.3K | 0.82% | 11 |
|
|
2016
Q3 | $1.79M | Sell |
40,483
-3,350
| -8% | -$148K | 0.68% | 18 |
|
|
2016
Q2 | $2.08M | Sell |
43,833
-2,000
| -4% | -$94.7K | 0.86% | 14 |
|
|
2016
Q1 | $2.22M | Buy |
45,833
+9,413
| +26% | +$455K | 0.97% | 13 |
|
|
2015
Q4 | $1.98M | Hold |
36,420
| – | – | 0.91% | 21 |
|
|
2015
Q3 | $1.87M | Hold |
36,420
| – | – | 0.9% | 20 |
|
|
2015
Q2 | $2.05M | Hold |
36,420
| – | – | 0.9% | 17 |
|
|
2015
Q1 | $1.98M | Sell |
36,420
-18,059
| -33% | -$982K | 0.86% | 18 |
|
|
2014
Q4 | $2.99M | Hold |
54,479
| – | – | 1.37% | 12 |
|
|
2014
Q3 | $2.83M | Sell |
54,479
-2,657
| -5% | -$138K | 1.44% | 13 |
|
|
2014
Q2 | $3M | Sell |
57,136
-1,625
| -3% | -$85.4K | 1.51% | 12 |
|
|
2014
Q1 | $2.92M | Sell |
58,761
-1,437
| -2% | -$71.5K | 1.35% | 12 |
|
|
2013
Q4 | $2.73M | Buy |
60,198
+4,180
| +7% | +$190K | 1.39% | 14 |
|
|
2013
Q3 | $2.32M | Hold |
56,018
| – | – | 1.37% | 16 |
|
|
2013
Q2 | $2.31M | Buy |
+56,018
| New | +$2.31M | 1.37% | 17 |
|