Courier Capital’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 | $1.52M | Buy |
18,947
+19
| +0.1% | +$1.52K | 0.09% | 183 |
|
|
2025
Q1 | $1.36M | Sell |
18,928
-912
| -5% | -$65.5K | 0.09% | 182 |
|
|
2024
Q4 | $1.39M | Sell |
19,840
-549
| -3% | -$38.6K | 0.1% | 170 |
|
|
2024
Q3 | $1.15M | Sell |
20,389
-97
| -0.5% | -$5.48K | 0.08% | 184 |
|
|
2024
Q2 | $1.22M | Sell |
20,486
-55
| -0.3% | -$3.27K | 0.1% | 159 |
|
|
2024
Q1 | $1.19M | Sell |
20,541
-748
| -4% | -$43.4K | 0.09% | 177 |
|
|
2023
Q4 | $1.05M | Buy |
21,289
+2
| +0% | +$98 | 0.08% | 181 |
|
|
2023
Q3 | $870K | Sell |
21,287
-3,950
| -16% | -$161K | 0.07% | 185 |
|
|
2023
Q2 | $1.08M | Sell |
25,237
-548
| -2% | -$23.4K | 0.08% | 171 |
|
|
2023
Q1 | $964K | Sell |
25,785
-795
| -3% | -$29.7K | 0.11% | 121 |
|
|
2022
Q4 | $1.1M | Sell |
26,580
-806
| -3% | -$33.3K | 0.13% | 116 |
|
|
2022
Q3 | $1.1M | Buy |
27,386
+4,201
| +18% | +$169K | 0.14% | 116 |
|
|
2022
Q2 | $908K | Sell |
23,185
-999
| -4% | -$39.1K | 0.11% | 127 |
|
|
2022
Q1 | $1.17M | Buy |
24,184
+2,258
| +10% | +$109K | 0.12% | 120 |
|
|
2021
Q4 | $1.05M | Sell |
21,926
-300
| -1% | -$14.4K | 0.1% | 131 |
|
|
2021
Q3 | $1.03M | Sell |
22,226
-121
| -0.5% | -$5.62K | 0.1% | 133 |
|
|
2021
Q2 | $1.01M | Buy |
22,347
+3,743
| +20% | +$170K | 0.1% | 135 |
|
|
2021
Q1 | $727K | Sell |
18,604
-98
| -0.5% | -$3.83K | 0.07% | 150 |
|
|
2020
Q4 | $564K | Sell |
18,702
-698
| -4% | -$21.1K | 0.06% | 163 |
|
|
2020
Q3 | $425K | Sell |
19,400
-3,546
| -15% | -$77.7K | 0.05% | 180 |
|
|
2020
Q2 | $581K | Sell |
22,946
-901
| -4% | -$22.8K | 0.07% | 148 |
|
|
2020
Q1 | $640K | Sell |
23,847
-191
| -0.8% | -$5.13K | 0.1% | 125 |
|
|
2019
Q4 | $1.27M | Sell |
24,038
-2,273
| -9% | -$120K | 0.15% | 106 |
|
|
2019
Q3 | $1.28M | Sell |
26,311
-2,087
| -7% | -$101K | 0.17% | 105 |
|
|
2019
Q2 | $1.34M | Sell |
28,398
-2,114
| -7% | -$100K | 0.17% | 105 |
|
|
2019
Q1 | $1.47M | Sell |
30,512
-1,629
| -5% | -$78.7K | 0.19% | 100 |
|
|
2018
Q4 | $1.48M | Sell |
32,141
-2,326
| -7% | -$107K | 0.22% | 93 |
|
|
2018
Q3 | $1.81M | Sell |
34,467
-1,130
| -3% | -$59.4K | 0.22% | 92 |
|
|
2018
Q2 | $1.97M | Buy |
35,597
+1,521
| +4% | +$84.3K | 0.25% | 91 |
|
|
2018
Q1 | $1.79M | Sell |
34,076
-2,292
| -6% | -$120K | 0.24% | 91 |
|
|
2017
Q4 | $2.21M | Sell |
36,368
-2,159
| -6% | -$131K | 0.28% | 80 |
|
|
2017
Q3 | $2.12M | Buy |
38,527
+305
| +0.8% | +$16.8K | 0.3% | 79 |
|
|
2017
Q2 | $2.12M | Buy |
38,222
+137
| +0.4% | +$7.59K | 0.36% | 61 |
|
|
2017
Q1 | $2.12M | Sell |
38,085
-1,185
| -3% | -$66K | 0.37% | 61 |
|
|
2016
Q4 | $2.16M | Buy |
39,270
+430
| +1% | +$23.7K | 0.41% | 55 |
|
|
2016
Q3 | $1.72M | Sell |
38,840
-3,977
| -9% | -$176K | 0.34% | 65 |
|
|
2016
Q2 | $2.03M | Buy |
42,817
+1,037
| +2% | +$49.1K | 0.4% | 58 |
|
|
2016
Q1 | $2.02M | Buy |
41,780
+500
| +1% | +$24.2K | 0.42% | 56 |
|
|
2015
Q4 | $2.24M | Sell |
41,280
-700
| -2% | -$38.1K | 0.48% | 54 |
|
|
2015
Q3 | $2.16M | Sell |
41,980
-445
| -1% | -$22.9K | 0.47% | 55 |
|
|
2015
Q2 | $2.39M | Buy |
42,425
+33
| +0.1% | +$1.86K | 0.48% | 54 |
|
|
2015
Q1 | $2.31M | Buy |
42,392
+8,331
| +24% | +$453K | 0.46% | 56 |
|
|
2014
Q4 | $1.87M | Sell |
34,061
-775
| -2% | -$42.5K | 0.38% | 65 |
|
|
2014
Q3 | $1.81M | Sell |
34,836
-1,676
| -5% | -$86.9K | 0.37% | 66 |
|
|
2014
Q2 | $1.92M | Sell |
36,512
-1,262
| -3% | -$66.3K | 0.38% | 65 |
|
|
2014
Q1 | $1.88M | Buy |
37,774
+542
| +1% | +$27K | 0.39% | 66 |
|
|
2013
Q4 | $1.69M | Sell |
37,232
-11,959
| -24% | -$543K | 0.36% | 65 |
|
|
2013
Q3 | $2.03M | Sell |
49,191
-2,718
| -5% | -$112K | 0.47% | 53 |
|
|
2013
Q2 | $2.14M | Buy |
+51,909
| New | +$2.14M | 0.53% | 49 |
|