Douglas Lane & Associates’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 | $692K | Buy |
8,640
+1,817
| +27% | +$146K | 0.01% | 165 |
|
|
2025
Q1 | $490K | Sell |
6,823
-3,809
| -36% | -$273K | 0.01% | 182 |
|
|
2024
Q4 | $747K | Sell |
10,632
-757
| -7% | -$53.2K | 0.01% | 169 |
|
|
2024
Q3 | $643K | Sell |
11,389
-184
| -2% | -$10.4K | 0.01% | 176 |
|
|
2024
Q2 | $687K | Buy |
11,573
+167
| +1% | +$9.92K | 0.01% | 169 |
|
|
2024
Q1 | $661K | Buy |
11,406
+842
| +8% | +$48.8K | 0.01% | 172 |
|
|
2023
Q4 | $520K | Sell |
10,564
-115
| -1% | -$5.66K | 0.01% | 174 |
|
|
2023
Q3 | $436K | Sell |
10,679
-993
| -9% | -$40.6K | 0.01% | 177 |
|
|
2023
Q2 | $498K | Sell |
11,672
-91
| -0.8% | -$3.88K | 0.01% | 178 |
|
|
2023
Q1 | $440K | Buy |
11,763
+138
| +1% | +$5.16K | 0.01% | 182 |
|
|
2022
Q4 | $480K | Buy |
11,625
+300
| +3% | +$12.4K | 0.01% | 178 |
|
|
2022
Q3 | $455K | Sell |
11,325
-84
| -0.7% | -$3.38K | 0.01% | 176 |
|
|
2022
Q2 | $447K | Sell |
11,409
-216
| -2% | -$8.46K | 0.01% | 180 |
|
|
2022
Q1 | $563K | Buy |
11,625
+748
| +7% | +$36.2K | 0.01% | 173 |
|
|
2021
Q4 | $522K | Sell |
10,877
-1,534
| -12% | -$73.6K | 0.01% | 179 |
|
|
2021
Q3 | $576K | Buy |
12,411
+319
| +3% | +$14.8K | 0.01% | 166 |
|
|
2021
Q2 | $548K | Buy |
12,092
+171
| +1% | +$7.75K | 0.01% | 165 |
|
|
2021
Q1 | $466K | Sell |
11,921
-25
| -0.2% | -$977 | 0.01% | 163 |
|
|
2020
Q4 | $361K | Sell |
11,946
-1,587
| -12% | -$48K | 0.01% | 173 |
|
|
2020
Q3 | $318K | Sell |
13,533
-4,598
| -25% | -$108K | 0.01% | 174 |
|
|
2020
Q2 | $464K | Sell |
18,131
-2,347
| -11% | -$60.1K | 0.01% | 158 |
|
|
2020
Q1 | $588K | Sell |
20,478
-2,751
| -12% | -$79K | 0.02% | 151 |
|
|
2019
Q4 | $1.25M | Buy |
23,229
+129
| +0.6% | +$6.94K | 0.02% | 140 |
|
|
2019
Q3 | $1.17M | Sell |
23,100
-2,918
| -11% | -$147K | 0.02% | 141 |
|
|
2019
Q2 | $1.23M | Sell |
26,018
-8,332
| -24% | -$394K | 0.02% | 146 |
|
|
2019
Q1 | $1.66M | Sell |
34,350
-2,515
| -7% | -$122K | 0.03% | 136 |
|
|
2018
Q4 | $1.7M | Sell |
36,865
-742
| -2% | -$34.2K | 0.04% | 129 |
|
|
2018
Q3 | $1.98M | Buy |
37,607
+468
| +1% | +$24.6K | 0.04% | 130 |
|
|
2018
Q2 | $2.06M | Sell |
37,139
-680
| -2% | -$37.7K | 0.04% | 125 |
|
|
2018
Q1 | $1.98M | Sell |
37,819
-3,759
| -9% | -$197K | 0.04% | 123 |
|
|
2017
Q4 | $2.52M | Sell |
41,578
-1,418
| -3% | -$86K | 0.05% | 117 |
|
|
2017
Q3 | $2.37M | Sell |
42,996
-38
| -0.1% | -$2.1K | 0.05% | 121 |
|
|
2017
Q2 | $2.39M | Sell |
43,034
-2,102
| -5% | -$116K | 0.06% | 127 |
|
|
2017
Q1 | $2.51M | Buy |
45,136
+366
| +0.8% | +$20.4K | 0.06% | 125 |
|
|
2016
Q4 | $2.47M | Sell |
44,770
-2,396
| -5% | -$132K | 0.06% | 130 |
|
|
2016
Q3 | $2.09M | Sell |
47,166
-1,259
| -3% | -$55.8K | 0.06% | 138 |
|
|
2016
Q2 | $2.29M | Buy |
48,425
+2,108
| +5% | +$99.8K | 0.07% | 138 |
|
|
2016
Q1 | $2.24M | Buy |
+46,317
| New | +$2.24M | 0.06% | 140 |
|