Curi RMB 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 | $8.8M | Buy |
109,834
+96,430
| +719% | +$7.73M | 0.17% | 155 |
|
|
2025
Q1 | $962K | Buy |
13,404
+725
| +6% | +$52K | 0.02% | 330 |
|
|
2024
Q4 | $891K | Sell |
12,679
-94
| -0.7% | -$6.6K | 0.02% | 349 |
|
|
2024
Q3 | $722K | Sell |
12,773
-1,883
| -13% | -$106K | 0.02% | 383 |
|
|
2024
Q2 | $870K | Sell |
14,656
-1,766
| -11% | -$105K | 0.02% | 347 |
|
|
2024
Q1 | $952K | Sell |
16,422
-99,900
| -86% | -$5.79M | 0.02% | 351 |
|
|
2023
Q4 | $5.73M | Buy |
116,322
+49,893
| +75% | +$2.46M | 0.17% | 143 |
|
|
2023
Q3 | $2.71M | Buy |
66,429
+108
| +0.2% | +$4.41K | 0.09% | 192 |
|
|
2023
Q2 | $2.83M | Buy |
66,321
+51
| +0.1% | +$2.18K | 0.09% | 190 |
|
|
2023
Q1 | $2.48M | Sell |
66,270
-1
| -0% | -$37 | 0.09% | 193 |
|
|
2022
Q4 | $2.74M | Buy |
66,271
+1
| +0% | +$41 | 0.1% | 189 |
|
|
2022
Q3 | $2.67M | Hold |
66,270
| – | – | 0.1% | 195 |
|
|
2022
Q2 | $2.6M | Buy |
66,270
+49,294
| +290% | +$1.93M | 0.09% | 193 |
|
|
2022
Q1 | $823K | Sell |
16,976
-600
| -3% | -$29.1K | 0.03% | 279 |
|
|
2021
Q4 | $843K | Buy |
17,576
+2,000
| +13% | +$95.9K | 0.03% | 299 |
|
|
2021
Q3 | $723K | Buy |
15,576
+1,000
| +7% | +$46.4K | 0.02% | 312 |
|
|
2021
Q2 | $660K | Hold |
14,576
| – | – | 0.02% | 326 |
|
|
2021
Q1 | $569K | Buy |
14,576
+100
| +0.7% | +$3.9K | 0.02% | 340 |
|
|
2020
Q4 | $437K | Sell |
14,476
-5,988
| -29% | -$181K | 0.02% | 446 |
|
|
2020
Q3 | $481K | Sell |
20,464
-5,437
| -21% | -$128K | 0.02% | 425 |
|
|
2020
Q2 | $663K | Sell |
25,901
-1,559
| -6% | -$39.9K | 0.03% | 358 |
|
|
2020
Q1 | $788K | Sell |
27,460
-5,747
| -17% | -$165K | 0.04% | 315 |
|
|
2019
Q4 | $1.79M | Sell |
33,207
-83
| -0.2% | -$4.47K | 0.05% | 279 |
|
|
2019
Q3 | $1.68M | Sell |
33,290
-271
| -0.8% | -$13.7K | 0.04% | 306 |
|
|
2019
Q2 | $1.59M | Sell |
33,561
-3,360
| -9% | -$159K | 0.04% | 324 |
|
|
2019
Q1 | $1.78M | Buy |
36,921
+2,422
| +7% | +$117K | 0.05% | 335 |
|
|
2018
Q4 | $1.59M | Sell |
34,499
-4,290
| -11% | -$198K | 0.04% | 374 |
|
|
2018
Q3 | $2.04M | Buy |
38,789
+418
| +1% | +$22K | 0.05% | 352 |
|
|
2018
Q2 | $2.13M | Sell |
38,371
-465
| -1% | -$25.8K | 0.05% | 339 |
|
|
2018
Q1 | $2.04M | Sell |
38,836
-33,918
| -47% | -$1.78M | 0.05% | 354 |
|
|
2017
Q4 | $4.41M | Sell |
72,754
-123,650
| -63% | -$7.5M | 0.11% | 224 |
|
|
2017
Q3 | $10.8M | Sell |
196,404
-1,366
| -0.7% | -$75.3K | 0.28% | 85 |
|
|
2017
Q2 | $11M | Buy |
197,770
+185,875
| +1,563% | +$10.3M | 0.31% | 79 |
|
|
2017
Q1 | $662K | Buy |
11,895
+1,124
| +10% | +$62.6K | 0.03% | 311 |
|
|
2016
Q4 | $594K | Sell |
10,771
-51,426
| -83% | -$2.84M | 0.03% | 267 |
|
|
2016
Q3 | $2.75M | Buy |
62,197
+50,719
| +442% | +$2.25M | 0.15% | 139 |
|
|
2016
Q2 | $543K | Sell |
11,478
-1,614
| -12% | -$76.4K | 0.03% | 267 |
|
|
2016
Q1 | $634K | Buy |
13,092
+737
| +6% | +$35.7K | 0.04% | 237 |
|
|
2015
Q4 | $672K | Buy |
12,355
+800
| +7% | +$43.5K | 0.03% | 253 |
|
|
2015
Q3 | $594K | Buy |
11,555
+323
| +3% | +$16.6K | 0.04% | 280 |
|
|
2015
Q2 | $632K | Buy |
11,232
+178
| +2% | +$10K | 0.04% | 270 |
|
|
2015
Q1 | $602K | Buy |
11,054
+729
| +7% | +$39.7K | 0.04% | 289 |
|
|
2014
Q4 | $566K | Sell |
10,325
-660
| -6% | -$36.2K | 0.03% | 303 |
|
|
2014
Q3 | $569K | Buy |
10,985
+414
| +4% | +$21.4K | 0.03% | 319 |
|
|
2014
Q2 | $556K | Sell |
10,571
-245
| -2% | -$12.9K | 0.04% | 319 |
|
|
2014
Q1 | $538K | Buy |
10,816
+292
| +3% | +$14.5K | 0.04% | 270 |
|
|
2013
Q4 | $478K | Sell |
10,524
-253
| -2% | -$11.5K | 0.03% | 255 |
|
|
2013
Q3 | $445K | Buy |
10,777
+521
| +5% | +$21.5K | 0.03% | 265 |
|
|
2013
Q2 | $423K | Buy |
+10,256
| New | +$423K | 0.03% | 254 |
|