Diligent Investors’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 | $1.36M | Sell |
17,014
-86
| -0.5% | -$6.89K | 0.32% | 84 |
|
|
2025
Q1 | $1.23M | Buy |
17,100
+114
| +0.7% | +$8.18K | 0.3% | 95 |
|
|
2024
Q4 | $1.19M | Sell |
16,986
-1,086
| -6% | -$76.3K | 0.27% | 103 |
|
|
2024
Q3 | $1.02M | Buy |
18,072
+1,017
| +6% | +$57.5K | 0.24% | 122 |
|
|
2024
Q2 | $1.01M | Sell |
17,055
-284
| -2% | -$16.9K | 0.25% | 118 |
|
|
2024
Q1 | $1M | Sell |
17,339
-604
| -3% | -$35K | 0.25% | 116 |
|
|
2023
Q4 | $883K | Buy |
17,943
+32
| +0.2% | +$1.58K | 0.24% | 109 |
|
|
2023
Q3 | $732K | Sell |
17,911
-2,690
| -13% | -$110K | 0.22% | 116 |
|
|
2023
Q2 | $879K | Buy |
20,601
+5,263
| +34% | +$225K | 0.26% | 97 |
|
|
2023
Q1 | $573K | Buy |
15,338
+110
| +0.7% | +$4.11K | 0.18% | 139 |
|
|
2022
Q4 | $629K | Sell |
15,228
-467
| -3% | -$19.3K | 0.21% | 119 |
|
|
2022
Q3 | $631K | Sell |
15,695
-15
| -0.1% | -$603 | 0.23% | 109 |
|
|
2022
Q2 | $615K | Buy |
15,710
+607
| +4% | +$23.8K | 0.21% | 115 |
|
|
2022
Q1 | $732K | Buy |
15,103
+5
| +0% | +$242 | 0.21% | 111 |
|
|
2021
Q4 | $724K | Sell |
15,098
-289
| -2% | -$13.9K | 0.2% | 115 |
|
|
2021
Q3 | $697K | Hold |
15,387
| – | – | 0.24% | 100 |
|
|
2021
Q2 | $697K | Sell |
15,387
-40,763
| -73% | -$1.85M | 0.24% | 100 |
|
|
2021
Q1 | $2.19M | Buy |
56,150
+15,454
| +38% | +$604K | 0.8% | 28 |
|
|
2020
Q4 | $1.23M | Sell |
40,696
-1,965
| -5% | -$59.3K | 0.49% | 46 |
|
|
2020
Q3 | $1M | Buy |
42,661
+27,644
| +184% | +$650K | 0.46% | 50 |
|
|
2020
Q2 | $384K | Buy |
15,017
+2,665
| +22% | +$68.1K | 0.19% | 118 |
|
|
2020
Q1 | $355K | Sell |
12,352
-186
| -1% | -$5.35K | 0.21% | 104 |
|
|
2019
Q4 | $675K | Buy |
12,538
+763
| +6% | +$41.1K | 0.31% | 84 |
|
|
2019
Q3 | $594K | Buy |
11,775
+363
| +3% | +$18.3K | 0.29% | 95 |
|
|
2019
Q2 | $540K | Buy |
11,412
+6,068
| +114% | +$287K | 0.27% | 98 |
|
|
2019
Q1 | $258K | Buy |
5,344
+545
| +11% | +$26.3K | 0.15% | 155 |
|
|
2018
Q4 | $221K | Buy |
+4,799
| New | +$221K | 0.15% | 157 |
|
|
2018
Q3 | – | Sell |
-3,606
| Closed | -$200K | – | 210 |
|
|
2018
Q2 | $200K | Buy |
+3,606
| New | +$200K | 0.12% | 179 |
|