Drexel Morgan & Co’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 | $541K | Hold |
6,747
| – | – | 0.1% | 40 |
|
|
2025
Q1 | $484K | Hold |
6,747
| – | – | 0.1% | 42 |
|
|
2024
Q4 | $474K | Hold |
6,747
| – | – | 0.1% | 44 |
|
|
2024
Q3 | $381K | Hold |
6,747
| – | – | 0.07% | 47 |
|
|
2024
Q2 | $401K | Hold |
6,747
| – | – | 0.09% | 46 |
|
|
2024
Q1 | $391K | Hold |
6,747
| – | – | 0.08% | 46 |
|
|
2023
Q4 | $332K | Hold |
6,747
| – | – | 0.08% | 46 |
|
|
2023
Q3 | $276K | Buy |
+6,747
| New | +$276K | 0.08% | 44 |
|
|
2020
Q1 | – | Sell |
-5,926
| Closed | -$319K | – | 96 |
|
|
2019
Q4 | $319K | Hold |
5,926
| – | – | 0.24% | 69 |
|
|
2019
Q3 | $299K | Buy |
5,926
+15
| +0.3% | +$757 | 0.23% | 71 |
|
|
2019
Q2 | $279K | Hold |
5,911
| – | – | 0.22% | 76 |
|
|
2019
Q1 | $285K | Hold |
5,911
| – | – | 0.25% | 74 |
|
|
2018
Q4 | $272K | Hold |
5,911
| – | – | 0.27% | 74 |
|
|
2018
Q3 | $310K | Hold |
5,911
| – | – | 0.27% | 74 |
|
|
2018
Q2 | $328K | Sell |
5,911
-435
| -7% | -$24.1K | 0.33% | 66 |
|
|
2018
Q1 | $333K | Sell |
6,346
-1,780
| -22% | -$93.4K | 0.35% | 64 |
|
|
2017
Q4 | $493K | Sell |
8,126
-584
| -7% | -$35.4K | 0.48% | 57 |
|
|
2017
Q3 | $481K | Buy |
8,710
+584
| +7% | +$32.3K | 0.49% | 52 |
|
|
2017
Q2 | $451K | Hold |
8,126
| – | – | 0.46% | 52 |
|
|
2017
Q1 | $453K | Buy |
8,126
+1,205
| +17% | +$67.2K | 0.5% | 51 |
|
|
2016
Q4 | $381K | Hold |
6,921
| – | – | 0.45% | 59 |
|
|
2016
Q3 | $306K | Hold |
6,921
| – | – | 0.34% | 68 |
|
|
2016
Q2 | $327K | Hold |
6,921
| – | – | 0.37% | 68 |
|
|
2016
Q1 | $334K | Hold |
6,921
| – | – | 0.39% | 65 |
|
|
2015
Q4 | $376K | Hold |
6,921
| – | – | 0.42% | 68 |
|
|
2015
Q3 | $355K | Sell |
6,921
-830
| -11% | -$42.6K | 0.46% | 61 |
|
|
2015
Q2 | $436K | Sell |
7,751
-1,780
| -19% | -$100K | 0.52% | 58 |
|
|
2015
Q1 | $519K | Buy |
9,531
+3,300
| +53% | +$180K | 0.55% | 54 |
|
|
2014
Q4 | $341K | Hold |
6,231
| – | – | 0.38% | 68 |
|
|
2014
Q3 | $255K | Sell |
6,231
-185
| -3% | -$7.57K | 0.31% | 78 |
|
|
2014
Q2 | $338K | Buy |
6,416
+435
| +7% | +$22.9K | 0.41% | 69 |
|
|
2014
Q1 | $297K | Buy |
5,981
+260
| +5% | +$12.9K | 0.37% | 67 |
|
|
2013
Q4 | $260K | Sell |
5,721
-1,890
| -25% | -$85.9K | 0.35% | 70 |
|
|
2013
Q3 | $315K | Hold |
7,611
| – | – | 0.43% | 59 |
|
|
2013
Q2 | $314K | Buy |
+7,611
| New | +$314K | 0.52% | 56 |
|