Douglass Winthrop Advisors’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 | $1.23M | Sell |
15,400
-107
| -0.7% | -$8.57K | 0.02% | 134 |
|
|
2025
Q1 | $1.11M | Sell |
15,507
-885
| -5% | -$63.5K | 0.02% | 132 |
|
|
2024
Q4 | $1.15M | Hold |
16,392
| – | – | 0.02% | 132 |
|
|
2024
Q3 | $926K | Buy |
16,392
+566
| +4% | +$32K | 0.02% | 149 |
|
|
2024
Q2 | $940K | Sell |
15,826
-824
| -5% | -$48.9K | 0.02% | 137 |
|
|
2024
Q1 | $965K | Buy |
16,650
+250
| +2% | +$14.5K | 0.02% | 139 |
|
|
2023
Q4 | $807K | Hold |
16,400
| – | – | 0.02% | 138 |
|
|
2023
Q3 | $670K | Hold |
16,400
| – | – | 0.02% | 140 |
|
|
2023
Q2 | $700K | Hold |
16,400
| – | – | 0.02% | 145 |
|
|
2023
Q1 | $613K | Sell |
16,400
-500
| -3% | -$18.7K | 0.02% | 151 |
|
|
2022
Q4 | $698K | Hold |
16,900
| – | – | 0.02% | 144 |
|
|
2022
Q3 | $680K | Sell |
16,900
-1,046
| -6% | -$42.1K | 0.02% | 133 |
|
|
2022
Q2 | $703K | Buy |
17,946
+107
| +0.6% | +$4.19K | 0.02% | 142 |
|
|
2022
Q1 | $864K | Hold |
17,839
| – | – | 0.02% | 140 |
|
|
2021
Q4 | $856K | Hold |
17,839
| – | – | 0.02% | 147 |
|
|
2021
Q3 | $828K | Sell |
17,839
-2,855
| -14% | -$133K | 0.02% | 147 |
|
|
2021
Q2 | $937K | Hold |
20,694
| – | – | 0.02% | 143 |
|
|
2021
Q1 | $809K | Hold |
20,694
| – | – | 0.02% | 152 |
|
|
2020
Q4 | $625K | Sell |
20,694
-8,500
| -29% | -$257K | 0.02% | 165 |
|
|
2020
Q3 | $686K | Sell |
29,194
-1,768
| -6% | -$41.5K | 0.02% | 145 |
|
|
2020
Q2 | $793K | Buy |
30,962
+261
| +0.9% | +$6.69K | 0.03% | 122 |
|
|
2020
Q1 | $881K | Buy |
30,701
+7
| +0% | +$201 | 0.04% | 108 |
|
|
2019
Q4 | $1.65M | Sell |
30,694
-3,650
| -11% | -$196K | 0.06% | 98 |
|
|
2019
Q3 | $1.73M | Sell |
34,344
-500
| -1% | -$25.2K | 0.07% | 97 |
|
|
2019
Q2 | $1.65M | Buy |
34,844
+1,750
| +5% | +$82.8K | 0.07% | 94 |
|
|
2019
Q1 | $1.6M | Buy |
33,094
+200
| +0.6% | +$9.66K | 0.07% | 95 |
|
|
2018
Q4 | $1.52M | Buy |
32,894
+1,200
| +4% | +$55.3K | 0.08% | 98 |
|
|
2018
Q3 | $1.67M | Sell |
31,694
-300
| -0.9% | -$15.8K | 0.07% | 98 |
|
|
2018
Q2 | $1.77M | Sell |
31,994
-250
| -0.8% | -$13.9K | 0.08% | 112 |
|
|
2018
Q1 | $1.69M | Buy |
32,244
+4,844
| +18% | +$254K | 0.08% | 114 |
|
|
2017
Q4 | $1.66M | Sell |
27,400
-699
| -2% | -$42.4K | 0.09% | 97 |
|
|
2017
Q3 | $1.55M | Buy |
28,099
+805
| +3% | +$44.4K | 0.09% | 102 |
|
|
2017
Q2 | $1.51M | Sell |
27,294
-1,015
| -4% | -$56.2K | 0.09% | 98 |
|
|
2017
Q1 | $1.58M | Sell |
28,309
-1,150
| -4% | -$64K | 0.1% | 95 |
|
|
2016
Q4 | $1.62M | Sell |
29,459
-28,150
| -49% | -$1.55M | 0.11% | 90 |
|
|
2016
Q3 | $2.55M | Buy |
57,609
+5,543
| +11% | +$245K | 0.18% | 68 |
|
|
2016
Q2 | $2.46M | Buy |
52,066
+3,570
| +7% | +$169K | 0.17% | 69 |
|
|
2016
Q1 | $2.35M | Buy |
48,496
+3,210
| +7% | +$155K | 0.17% | 73 |
|
|
2015
Q4 | $2.46M | Sell |
45,286
-44
| -0.1% | -$2.39K | 0.18% | 80 |
|
|
2015
Q3 | $2.33M | Buy |
45,330
+975
| +2% | +$50.1K | 0.18% | 77 |
|
|
2015
Q2 | $2.41M | Hold |
44,355
| – | – | 0.19% | 78 |
|
|
2015
Q1 | $2.41M | Buy |
44,355
+6,288
| +17% | +$342K | 0.19% | 78 |
|
|
2014
Q4 | $2.09M | Buy |
38,067
+1,235
| +3% | +$67.7K | 0.19% | 72 |
|
|
2014
Q3 | $1.91M | Buy |
36,832
+3,402
| +10% | +$176K | 0.18% | 70 |
|
|
2014
Q2 | $1.76M | Buy |
33,430
+62
| +0.2% | +$3.26K | 0.16% | 73 |
|
|
2014
Q1 | $1.66M | Buy |
33,368
+544
| +2% | +$27.1K | 0.16% | 69 |
|
|
2013
Q4 | $1.49M | Sell |
32,824
-1,444
| -4% | -$65.5K | 0.15% | 70 |
|
|
2013
Q3 | $1.42M | Buy |
34,268
+2,317
| +7% | +$95.7K | 0.16% | 68 |
|
|
2013
Q2 | $1.32M | Buy |
+31,951
| New | +$1.32M | 0.16% | 71 |
|