Edgar Lomax Company’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 | $14.6M | Sell |
182,120
-2,935
| -2% | -$235K | 0.92% | 39 |
|
|
2025
Q1 | $13.3M | Sell |
185,055
-284,030
| -61% | -$20.4M | 0.83% | 38 |
|
|
2024
Q4 | $32.9M | Sell |
469,085
-9,015
| -2% | -$633K | 2.12% | 19 |
|
|
2024
Q3 | $27M | Sell |
478,100
-7,555
| -2% | -$427K | 1.65% | 26 |
|
|
2024
Q2 | $28.8M | Sell |
485,655
-8,575
| -2% | -$509K | 1.87% | 22 |
|
|
2024
Q1 | $28.6M | Buy |
494,230
+351,558
| +246% | +$20.4M | 1.77% | 23 |
|
|
2023
Q4 | $7.02M | Sell |
142,672
-5,875
| -4% | -$289K | 0.46% | 47 |
|
|
2023
Q3 | $6.07M | Sell |
148,547
-2,410
| -2% | -$98.5K | 0.41% | 48 |
|
|
2023
Q2 | $6.44M | Sell |
150,957
-2,068
| -1% | -$88.3K | 0.42% | 48 |
|
|
2023
Q1 | $5.72M | Sell |
153,025
-166,035
| -52% | -$6.21M | 0.37% | 48 |
|
|
2022
Q4 | $13.2M | Sell |
319,060
-2,965
| -0.9% | -$122K | 0.8% | 40 |
|
|
2022
Q3 | $13M | Sell |
322,025
-3,605
| -1% | -$145K | 0.9% | 40 |
|
|
2022
Q2 | $12.8M | Buy |
325,630
+9,075
| +3% | +$355K | 0.8% | 39 |
|
|
2022
Q1 | $15.3M | Buy |
+316,555
| New | +$15.3M | 0.9% | 38 |
|
|
2021
Q1 | – | Sell |
-211,450
| Closed | -$6.38M | – | 79 |
|
|
2020
Q4 | $6.38M | Sell |
211,450
-3,800
| -2% | -$115K | 0.43% | 47 |
|
|
2020
Q3 | $5.06M | Buy |
215,250
+8,400
| +4% | +$198K | 0.39% | 46 |
|
|
2020
Q2 | $5.3M | Buy |
206,850
+4,150
| +2% | +$106K | 0.42% | 46 |
|
|
2020
Q1 | $5.82M | Buy |
202,700
+7,250
| +4% | +$208K | 0.52% | 45 |
|
|
2019
Q4 | $10.5M | Sell |
195,450
-4,700
| -2% | -$253K | 0.68% | 43 |
|
|
2019
Q3 | $10.1M | Sell |
200,150
-2,100
| -1% | -$106K | 0.67% | 44 |
|
|
2019
Q2 | $9.57M | Sell |
202,250
-2,700
| -1% | -$128K | 0.65% | 47 |
|
|
2019
Q1 | $9.9M | Buy |
+204,950
| New | +$9.9M | 0.68% | 46 |
|
|
2017
Q1 | – | Sell |
-677,274
| Closed | -$37.3M | – | 71 |
|
|
2016
Q4 | $37.3M | Sell |
677,274
-61,788
| -8% | -$3.41M | 2.39% | 16 |
|
|
2016
Q3 | $32.7M | Sell |
739,062
-250
| -0% | -$11.1K | 2.03% | 16 |
|
|
2016
Q2 | $35M | Buy |
739,312
+37,477
| +5% | +$1.77M | 2.19% | 16 |
|
|
2016
Q1 | $33.9M | Buy |
701,835
+314,050
| +81% | +$15.2M | 2.33% | 16 |
|
|
2015
Q4 | $21.1M | Sell |
387,785
-351,600
| -48% | -$19.1M | 1.55% | 25 |
|
|
2015
Q3 | $38M | Sell |
739,385
-25,600
| -3% | -$1.31M | 2.88% | 14 |
|
|
2015
Q2 | $43M | Sell |
764,985
-9,550
| -1% | -$537K | 2.89% | 13 |
|
|
2015
Q1 | $42.1M | Sell |
774,535
-22,900
| -3% | -$1.25M | 2.75% | 14 |
|
|
2014
Q4 | $43.7M | Sell |
797,435
-3,240
| -0.4% | -$178K | 2.73% | 15 |
|
|
2014
Q3 | $41.5M | Buy |
800,675
+19,950
| +3% | +$1.03M | 2.82% | 14 |
|
|
2014
Q2 | $41M | Buy |
780,725
+1,625
| +0.2% | +$85.4K | 2.9% | 13 |
|
|
2014
Q1 | $38.8M | Buy |
779,100
+60,550
| +8% | +$3.01M | 2.86% | 14 |
|
|
2013
Q4 | $32.6M | Sell |
718,550
-80,700
| -10% | -$3.66M | 2.47% | 15 |
|
|
2013
Q3 | $33M | Sell |
799,250
-72,150
| -8% | -$2.98M | 2.71% | 10 |
|
|
2013
Q2 | $36M | Buy |
+871,400
| New | +$36M | 2.8% | 13 |
|