Crawford Investment Counsel’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 | $1.03M | Buy |
12,867
+1,590
| +14% | +$127K | 0.02% | 207 |
|
|
2025
Q1 | $810K | Buy |
11,277
+393
| +4% | +$28.2K | 0.01% | 220 |
|
|
2024
Q4 | $764K | Buy |
10,884
+594
| +6% | +$41.7K | 0.01% | 218 |
|
|
2024
Q3 | $581K | Sell |
10,290
-241
| -2% | -$13.6K | 0.01% | 231 |
|
|
2024
Q2 | $625K | Sell |
10,531
-1,434
| -12% | -$85.2K | 0.01% | 215 |
|
|
2024
Q1 | $693K | Buy |
11,965
+949
| +9% | +$55K | 0.01% | 213 |
|
|
2023
Q4 | $542K | Buy |
11,016
+2,799
| +34% | +$138K | 0.01% | 217 |
|
|
2023
Q3 | $336K | Buy |
8,217
+55
| +0.7% | +$2.25K | 0.01% | 243 |
|
|
2023
Q2 | $348K | Hold |
8,162
| – | – | 0.01% | 244 |
|
|
2023
Q1 | $305K | Sell |
8,162
-2,235
| -21% | -$83.5K | 0.01% | 252 |
|
|
2022
Q4 | $429K | Buy |
10,397
+2,203
| +27% | +$91K | 0.01% | 236 |
|
|
2022
Q3 | $330K | Sell |
8,194
-418
| -5% | -$16.8K | 0.01% | 242 |
|
|
2022
Q2 | $337K | Buy |
8,612
+418
| +5% | +$16.4K | 0.01% | 251 |
|
|
2022
Q1 | $397K | Sell |
8,194
-230
| -3% | -$11.1K | 0.01% | 249 |
|
|
2021
Q4 | $404K | Sell |
8,424
-3,029
| -26% | -$145K | 0.01% | 246 |
|
|
2021
Q3 | $532K | Buy |
11,453
+3,366
| +42% | +$156K | 0.01% | 230 |
|
|
2021
Q2 | $366K | Sell |
8,087
-1,275
| -14% | -$57.7K | 0.01% | 252 |
|
|
2021
Q1 | $366K | Hold |
9,362
| – | – | 0.01% | 239 |
|
|
2020
Q4 | $283K | Sell |
9,362
-650
| -6% | -$19.6K | 0.01% | 247 |
|
|
2020
Q3 | $235K | Sell |
10,012
-7,079
| -41% | -$166K | 0.01% | 253 |
|
|
2020
Q2 | $438K | Sell |
17,091
-7,262
| -30% | -$186K | 0.01% | 216 |
|
|
2020
Q1 | $699K | Sell |
24,353
-181,946
| -88% | -$5.22M | 0.02% | 180 |
|
|
2019
Q4 | $11.1M | Buy |
206,299
+2,545
| +1% | +$137K | 0.29% | 75 |
|
|
2019
Q3 | $10.3M | Sell |
203,754
-2,431
| -1% | -$123K | 0.29% | 73 |
|
|
2019
Q2 | $9.76M | Sell |
206,185
-5,671
| -3% | -$268K | 0.27% | 74 |
|
|
2019
Q1 | $10.2M | Buy |
211,856
+1,370
| +0.7% | +$66.2K | 0.3% | 69 |
|
|
2018
Q4 | $9.7M | Sell |
210,486
-2,369
| -1% | -$109K | 0.33% | 67 |
|
|
2018
Q3 | $11.2M | Sell |
212,855
-5,715
| -3% | -$300K | 0.34% | 65 |
|
|
2018
Q2 | $12.1M | Sell |
218,570
-160,587
| -42% | -$8.9M | 0.39% | 61 |
|
|
2018
Q1 | $19.9M | Sell |
379,157
-35,963
| -9% | -$1.88M | 0.63% | 47 |
|
|
2017
Q4 | $25.2M | Sell |
415,120
-2,482
| -0.6% | -$151K | 0.78% | 42 |
|
|
2017
Q3 | $23M | Buy |
417,602
+53,077
| +15% | +$2.93M | 0.75% | 41 |
|
|
2017
Q2 | $20.2M | Buy |
364,525
+68,117
| +23% | +$3.77M | 0.7% | 43 |
|
|
2017
Q1 | $16.5M | Buy |
296,408
+85,484
| +41% | +$4.76M | 0.58% | 45 |
|
|
2016
Q4 | $11.6M | Buy |
210,924
+19,381
| +10% | +$1.07M | 0.42% | 57 |
|
|
2016
Q3 | $8.48M | Buy |
191,543
+154,998
| +424% | +$6.86M | 0.31% | 66 |
|
|
2016
Q2 | $1.73M | Sell |
36,545
-1,580
| -4% | -$74.8K | 0.07% | 111 |
|
|
2016
Q1 | $1.84M | Buy |
38,125
+12,730
| +50% | +$616K | 0.08% | 105 |
|
|
2015
Q4 | $1.38M | Buy |
25,395
+7
| +0% | +$380 | 0.06% | 125 |
|
|
2015
Q3 | $1.3M | Buy |
25,388
+786
| +3% | +$40.4K | 0.06% | 127 |
|
|
2015
Q2 | $1.38M | Sell |
24,602
-1,590
| -6% | -$89.4K | 0.05% | 132 |
|
|
2015
Q1 | $1.43M | Sell |
26,192
-1,256
| -5% | -$68.3K | 0.05% | 132 |
|
|
2014
Q4 | $1.51M | Sell |
27,448
-300
| -1% | -$16.4K | 0.05% | 122 |
|
|
2014
Q3 | $1.44M | Sell |
27,748
-278
| -1% | -$14.4K | 0.05% | 112 |
|
|
2014
Q2 | $1.47M | Sell |
28,026
-652
| -2% | -$34.3K | 0.05% | 115 |
|
|
2014
Q1 | $1.43M | Buy |
28,678
+950
| +3% | +$47.2K | 0.05% | 104 |
|
|
2013
Q4 | $1.26M | Buy |
27,728
+175
| +0.6% | +$7.95K | 0.05% | 115 |
|
|
2013
Q3 | $1.14M | Buy |
27,553
+789
| +3% | +$32.6K | 0.05% | 95 |
|
|
2013
Q2 | $1.11M | Buy |
+26,764
| New | +$1.11M | 0.05% | 98 |
|