CANC
Culbertson A N & Co’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.02M | Buy |
75,096
+3,820
| +5% | +$306K | 0.92% | 34 |
|
|
2025
Q1 | $5.12M | Sell |
71,276
-130
| -0.2% | -$9.33K | 0.82% | 37 |
|
|
2024
Q4 | $5.02M | Buy |
71,406
+5,219
| +8% | +$367K | 0.8% | 37 |
|
|
2024
Q3 | $3.74M | Sell |
66,187
-1,800
| -3% | -$102K | 0.6% | 47 |
|
|
2024
Q2 | $4.04M | Hold |
67,987
| – | – | 0.71% | 41 |
|
|
2024
Q1 | $3.94M | Sell |
67,987
-1,240
| -2% | -$71.9K | 0.68% | 43 |
|
|
2023
Q4 | $3.41M | Sell |
69,227
-4,500
| -6% | -$221K | 0.63% | 44 |
|
|
2023
Q3 | $3.01M | Sell |
73,727
-1,105
| -1% | -$45.2K | 0.6% | 48 |
|
|
2023
Q2 | $3.19M | Sell |
74,832
-3,770
| -5% | -$161K | 0.62% | 46 |
|
|
2023
Q1 | $2.94M | Buy |
78,602
+2,065
| +3% | +$77.2K | 0.6% | 49 |
|
|
2022
Q4 | $3.16M | Buy |
76,537
+1,036
| +1% | +$42.8K | 0.67% | 45 |
|
|
2022
Q3 | $3.04M | Buy |
75,501
+1,805
| +2% | +$72.6K | 0.7% | 44 |
|
|
2022
Q2 | $2.89M | Buy |
73,696
+2,026
| +3% | +$79.3K | 0.63% | 51 |
|
|
2022
Q1 | $3.47M | Buy |
71,670
+11,475
| +19% | +$556K | 0.65% | 49 |
|
|
2021
Q4 | $2.89M | Buy |
60,195
+10,550
| +21% | +$506K | 0.54% | 56 |
|
|
2021
Q3 | $2.3M | Buy |
49,645
+99
| +0.2% | +$4.6K | 0.47% | 61 |
|
|
2021
Q2 | $2.24M | Sell |
49,546
-1,485
| -3% | -$67.3K | 0.47% | 60 |
|
|
2021
Q1 | $1.99M | Sell |
51,031
-2,885
| -5% | -$113K | 0.44% | 62 |
|
|
2020
Q4 | $1.63M | Sell |
53,916
-8,390
| -13% | -$253K | 0.39% | 62 |
|
|
2020
Q3 | $1.47M | Sell |
62,306
-22,617
| -27% | -$532K | 0.39% | 63 |
|
|
2020
Q2 | $2.17M | Sell |
84,923
-7,941
| -9% | -$203K | 0.6% | 54 |
|
|
2020
Q1 | $2.67M | Sell |
92,864
-6,733
| -7% | -$193K | 0.86% | 40 |
|
|
2019
Q4 | $5.36M | Sell |
99,597
-3,079
| -3% | -$166K | 1.38% | 23 |
|
|
2019
Q3 | $5.18M | Buy |
102,676
+412
| +0.4% | +$20.8K | 1.41% | 23 |
|
|
2019
Q2 | $4.84M | Sell |
102,264
-2,032
| -2% | -$96.2K | 1.35% | 25 |
|
|
2019
Q1 | $5.04M | Sell |
104,296
-2,750
| -3% | -$133K | 1.45% | 24 |
|
|
2018
Q4 | $4.93M | Sell |
107,046
-5,398
| -5% | -$249K | 1.57% | 22 |
|
|
2018
Q3 | $5.91M | Sell |
112,444
-668
| -0.6% | -$35.1K | 1.61% | 20 |
|
|
2018
Q2 | $6.27M | Sell |
113,112
-865
| -0.8% | -$48K | 1.87% | 17 |
|
|
2018
Q1 | $5.97M | Sell |
113,977
-6,006
| -5% | -$315K | 1.79% | 19 |
|
|
2017
Q4 | $7.28M | Sell |
119,983
-1,505
| -1% | -$91.3K | 2.05% | 16 |
|
|
2017
Q3 | $6.7M | Buy |
121,488
+473
| +0.4% | +$26.1K | 2.04% | 17 |
|
|
2017
Q2 | $6.71M | Buy |
121,015
+802
| +0.7% | +$44.4K | 2.13% | 13 |
|
|
2017
Q1 | $6.69M | Sell |
120,213
-1,440
| -1% | -$80.2K | 2.18% | 12 |
|
|
2016
Q4 | $6.7M | Sell |
121,653
-903
| -0.7% | -$49.8K | 2.28% | 12 |
|
|
2016
Q3 | $5.43M | Buy |
122,556
+2,052
| +2% | +$90.9K | 1.93% | 21 |
|
|
2016
Q2 | $5.7M | Sell |
120,504
-320
| -0.3% | -$15.1K | 2.11% | 16 |
|
|
2016
Q1 | $5.84M | Buy |
120,824
+4,131
| +4% | +$200K | 2.27% | 13 |
|
|
2015
Q4 | $6.34M | Buy |
116,693
+3,598
| +3% | +$196K | 2.51% | 10 |
|
|
2015
Q3 | $5.81M | Buy |
113,095
+1,311
| +1% | +$67.3K | 2.45% | 9 |
|
|
2015
Q2 | $6.29M | Buy |
111,784
+1,355
| +1% | +$76.2K | 2.45% | 9 |
|
|
2015
Q1 | $6.01M | Buy |
110,429
+1,431
| +1% | +$77.8K | 2.39% | 11 |
|
|
2014
Q4 | $5.98M | Sell |
108,998
-254
| -0.2% | -$13.9K | 2.47% | 10 |
|
|
2014
Q3 | $5.67M | Buy |
109,252
+2,322
| +2% | +$120K | 2.44% | 12 |
|
|
2014
Q2 | $5.62M | Buy |
106,930
+3,639
| +4% | +$191K | 2.44% | 13 |
|
|
2014
Q1 | $5.14M | Buy |
103,291
+9,077
| +10% | +$452K | 2.39% | 13 |
|
|
2013
Q4 | $4.28M | Sell |
94,214
-300
| -0.3% | -$13.6K | 2.08% | 18 |
|
|
2013
Q3 | $3.91M | Buy |
94,514
+1,750
| +2% | +$72.3K | 2.09% | 16 |
|
|
2013
Q2 | $3.83M | Buy |
+92,764
| New | +$3.83M | 2.15% | 16 |
|