Duncker Streett & 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 | $510K | Buy |
6,365
+309
| +5% | +$24.8K | 0.09% | 156 |
|
|
2025
Q1 | $435K | Buy |
6,056
+7
| +0.1% | +$503 | 0.09% | 158 |
|
|
2024
Q4 | $425K | Buy |
6,049
+728
| +14% | +$51.1K | 0.08% | 166 |
|
|
2024
Q3 | $301K | Buy |
5,321
+3
| +0.1% | +$169 | 0.05% | 199 |
|
|
2024
Q2 | $316K | Sell |
5,318
-124
| -2% | -$7.36K | 0.06% | 197 |
|
|
2024
Q1 | $315K | Sell |
5,442
-588
| -10% | -$34.1K | 0.06% | 194 |
|
|
2023
Q4 | $297K | Sell |
6,030
-1,181
| -16% | -$58.1K | 0.06% | 192 |
|
|
2023
Q3 | $295K | Buy |
7,211
+12
| +0.2% | +$490 | 0.07% | 187 |
|
|
2023
Q2 | $307K | Buy |
7,199
+933
| +15% | +$39.8K | 0.07% | 184 |
|
|
2023
Q1 | $234K | Buy |
6,266
+10
| +0.2% | +$374 | 0.06% | 195 |
|
|
2022
Q4 | $258K | Sell |
6,256
-620
| -9% | -$25.6K | 0.06% | 191 |
|
|
2022
Q3 | $277K | Buy |
6,876
+10
| +0.1% | +$403 | 0.07% | 183 |
|
|
2022
Q2 | $269K | Sell |
6,866
-192
| -3% | -$7.52K | 0.06% | 195 |
|
|
2022
Q1 | $342K | Sell |
7,058
-1,101
| -13% | -$53.4K | 0.07% | 190 |
|
|
2021
Q4 | $391K | Sell |
8,159
-12,094
| -60% | -$580K | 0.07% | 196 |
|
|
2021
Q3 | $940K | Sell |
20,253
-5,295
| -21% | -$246K | 0.18% | 123 |
|
|
2021
Q2 | $1.16M | Sell |
25,548
-413
| -2% | -$18.7K | 0.21% | 116 |
|
|
2021
Q1 | $1.01M | Sell |
25,961
-2,144
| -8% | -$83.7K | 0.19% | 125 |
|
|
2020
Q4 | $848K | Sell |
28,105
-2,739
| -9% | -$82.6K | 0.16% | 130 |
|
|
2020
Q3 | $725K | Sell |
30,844
-9,091
| -23% | -$214K | 0.16% | 128 |
|
|
2020
Q2 | $1.02M | Buy |
39,935
+296
| +0.7% | +$7.58K | 0.24% | 111 |
|
|
2020
Q1 | $1.14M | Buy |
39,639
+613
| +2% | +$17.6K | 0.3% | 94 |
|
|
2019
Q4 | $2.1M | Buy |
39,026
+1,527
| +4% | +$82.2K | 0.44% | 75 |
|
|
2019
Q3 | $1.89M | Sell |
37,499
-876
| -2% | -$44.2K | 0.44% | 78 |
|
|
2019
Q2 | $1.82M | Sell |
38,375
-2,003
| -5% | -$94.8K | 0.41% | 77 |
|
|
2019
Q1 | $1.95M | Buy |
40,378
+586
| +1% | +$28.3K | 0.45% | 73 |
|
|
2018
Q4 | $1.83M | Sell |
39,792
-293
| -0.7% | -$13.5K | 0.49% | 65 |
|
|
2018
Q3 | $2.11M | Sell |
40,085
-4,335
| -10% | -$228K | 0.48% | 66 |
|
|
2018
Q2 | $2.46M | Buy |
44,420
+1,204
| +3% | +$66.7K | 0.61% | 51 |
|
|
2018
Q1 | $2.27M | Buy |
43,216
+905
| +2% | +$47.4K | 0.57% | 53 |
|
|
2017
Q4 | $2.57M | Sell |
42,311
-1,423
| -3% | -$86.3K | 0.66% | 40 |
|
|
2017
Q3 | $2.41M | Sell |
43,734
-242
| -0.6% | -$13.3K | 0.73% | 38 |
|
|
2017
Q2 | $2.44M | Sell |
43,976
-3,630
| -8% | -$201K | 0.76% | 38 |
|
|
2017
Q1 | $2.65M | Buy |
47,606
+1,356
| +3% | +$75.5K | 0.83% | 30 |
|
|
2016
Q4 | $2.55M | Buy |
46,250
+1,496
| +3% | +$82.5K | 0.85% | 30 |
|
|
2016
Q3 | $1.98M | Buy |
44,754
+1,179
| +3% | +$52.2K | 0.69% | 45 |
|
|
2016
Q2 | $2.06M | Buy |
43,575
+2,961
| +7% | +$140K | 0.73% | 38 |
|
|
2016
Q1 | $1.96M | Buy |
40,614
+6,639
| +20% | +$321K | 0.73% | 36 |
|
|
2015
Q4 | $1.85M | Sell |
33,975
-552
| -2% | -$30K | 0.69% | 41 |
|
|
2015
Q3 | $1.77M | Buy |
34,527
+1,437
| +4% | +$73.8K | 0.69% | 42 |
|
|
2015
Q2 | $1.86M | Buy |
33,090
+6
| +0% | +$337 | 0.65% | 45 |
|
|
2015
Q1 | $1.8M | Sell |
33,084
-944
| -3% | -$51.3K | 0.59% | 47 |
|
|
2014
Q4 | $1.87M | Buy |
34,028
+6
| +0% | +$329 | 0.61% | 42 |
|
|
2014
Q3 | $1.76M | Sell |
34,022
-2,927
| -8% | -$152K | 0.6% | 41 |
|
|
2014
Q2 | $1.94M | Buy |
36,949
+4,054
| +12% | +$213K | 0.63% | 43 |
|
|
2014
Q1 | $1.64M | Buy |
32,895
+1,506
| +5% | +$74.9K | 0.58% | 44 |
|
|
2013
Q4 | $1.43M | Buy |
31,389
+113
| +0.4% | +$5.13K | 0.51% | 52 |
|
|
2013
Q3 | $1.29M | Sell |
31,276
-6,993
| -18% | -$289K | 0.52% | 51 |
|
|
2013
Q2 | $1.58M | Buy |
+38,269
| New | +$1.58M | 0.6% | 50 |
|