Country Club Bank’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
$1.72M Sell
21,681
-135
-0.6% -$10.7K 0.11% 164
2025
Q1
$1.54M Sell
21,816
-110
-0.5% -$7.78K 0.1% 164
2024
Q4
$1.54M Buy
21,926
+78
+0.4% +$5.49K 0.1% 168
2024
Q3
$1.22M Sell
21,848
-10,164
-32% -$568K 0.08% 187
2024
Q2
$1.84M Sell
32,012
-1,810
-5% -$104K 0.13% 142
2024
Q1
$1.96M Sell
33,822
-204
-0.6% -$11.8K 0.14% 136
2023
Q4
$1.68M Sell
34,026
-297
-0.9% -$14.7K 0.13% 145
2023
Q3
$1.4M Sell
34,323
-94
-0.3% -$3.85K 0.11% 151
2023
Q2
$1.46M Sell
34,417
-288
-0.8% -$12.2K 0.12% 143
2023
Q1
$1.3M Buy
34,705
+438
+1% +$16.4K 0.11% 156
2022
Q4
$1.41M Sell
34,267
-20,670
-38% -$853K 0.12% 141
2022
Q3
$2.23M Sell
54,937
-2,867
-5% -$116K 0.21% 111
2022
Q2
$2.3M Buy
57,804
+324
+0.6% +$12.9K 0.21% 110
2022
Q1
$2.88M Buy
+57,480
New +$2.88M 0.25% 90