DA
DCM Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.82M | Buy |
122,622
+11,338
| +10% | +$908K | 4.21% | 9 |
|
|
2025
Q1 | $7.93M | Sell |
111,284
-5,677
| -5% | -$404K | 4.23% | 9 |
|
|
2024
Q4 | $8.2M | Buy |
116,961
+5,677
| +5% | +$398K | 3.85% | 12 |
|
|
2024
Q3 | $6.29M | Hold |
111,284
| – | – | 3.17% | 14 |
|
|
2024
Q2 | $6.61M | Sell |
111,284
-15,282
| -12% | -$908K | 3.49% | 11 |
|
|
2024
Q1 | $7.34M | Sell |
126,566
-9,234
| -7% | -$535K | 3.02% | 14 |
|
|
2023
Q4 | $6.68M | Hold |
135,800
| – | – | 2.4% | 17 |
|
|
2023
Q3 | $5.55M | Sell |
135,800
-1,784
| -1% | -$72.9K | 2.51% | 17 |
|
|
2023
Q2 | $5.87M | Sell |
137,584
-1,123
| -0.8% | -$47.9K | 2.52% | 16 |
|
|
2023
Q1 | $5.18M | Sell |
138,707
-158
| -0.1% | -$5.91K | 2.41% | 18 |
|
|
2022
Q4 | $5.73M | Buy |
138,865
+65,258
| +89% | +$2.69M | 2.78% | 14 |
|
|
2022
Q3 | $2.96M | Sell |
73,607
-2,158
| -3% | -$86.8K | 1.49% | 13 |
|
|
2022
Q2 | $2.97M | Sell |
75,765
-4,198
| -5% | -$164K | 1.28% | 17 |
|
|
2022
Q1 | $3.88M | Buy |
79,963
+5,027
| +7% | +$244K | 1.37% | 14 |
|
|
2021
Q4 | $3.6M | Buy |
74,936
+25,980
| +53% | +$1.25M | 1.06% | 20 |
|
|
2021
Q3 | $2.27M | Buy |
+48,956
| New | +$2.27M | 0.87% | 19 |
|