Edgemoor Investment 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 | $234K | Buy |
2,922
+18
| +0.6% | +$1.44K | 0.02% | 157 |
|
|
2025
Q1 | $208K | Hold |
2,904
| – | – | 0.02% | 159 |
|
|
2024
Q4 | $204K | Buy |
+2,904
| New | +$204K | 0.02% | 164 |
|
|
2019
Q3 | – | Sell |
-4,619
| Closed | -$219K | – | 138 |
|
|
2019
Q2 | $219K | Sell |
4,619
-2,605
| -36% | -$124K | 0.03% | 130 |
|
|
2019
Q1 | $349K | Sell |
7,224
-258
| -3% | -$12.5K | 0.05% | 105 |
|
|
2018
Q4 | $345K | Hold |
7,482
| – | – | 0.05% | 102 |
|
|
2018
Q3 | $393K | Sell |
7,482
-1,328
| -15% | -$69.8K | 0.05% | 100 |
|
|
2018
Q2 | $488K | Hold |
8,810
| – | – | 0.07% | 97 |
|
|
2018
Q1 | $462K | Sell |
8,810
-4,467
| -34% | -$234K | 0.06% | 103 |
|
|
2017
Q4 | $830K | Sell |
13,277
-1,057
| -7% | -$66.1K | 0.1% | 87 |
|
|
2017
Q3 | $790K | Hold |
14,334
| – | – | 0.11% | 93 |
|
|
2017
Q2 | $794K | Buy |
14,334
+1,124
| +9% | +$62.3K | 0.11% | 93 |
|
|
2017
Q1 | $735K | Buy |
13,210
+201
| +2% | +$11.2K | 0.1% | 88 |
|
|
2016
Q4 | $717K | Sell |
13,009
-973
| -7% | -$53.6K | 0.11% | 83 |
|
|
2016
Q3 | $619K | Sell |
13,982
-400
| -3% | -$17.7K | 0.1% | 88 |
|
|
2016
Q2 | $681K | Buy |
14,382
+1,000
| +7% | +$47.4K | 0.11% | 86 |
|
|
2016
Q1 | $647K | Sell |
13,382
-1,790
| -12% | -$86.5K | 0.1% | 89 |
|
|
2015
Q4 | $825K | Sell |
15,172
-1,059
| -7% | -$57.6K | 0.12% | 92 |
|
|
2015
Q3 | $833K | Hold |
16,231
| – | – | 0.13% | 93 |
|
|
2015
Q2 | $913K | Hold |
16,231
| – | – | 0.13% | 87 |
|
|
2015
Q1 | $883K | Buy |
16,231
+549
| +4% | +$29.9K | 0.13% | 89 |
|
|
2014
Q4 | $860K | Sell |
15,682
-47
| -0.3% | -$2.58K | 0.13% | 87 |
|
|
2014
Q3 | $816K | Buy |
15,729
+200
| +1% | +$10.4K | 0.12% | 91 |
|
|
2014
Q2 | $816K | Buy |
15,529
+1,296
| +9% | +$68.1K | 0.12% | 93 |
|
|
2014
Q1 | $708K | Hold |
14,233
| – | – | 0.11% | 88 |
|
|
2013
Q4 | $646K | Sell |
14,233
-252
| -2% | -$11.4K | 0.1% | 92 |
|
|
2013
Q3 | $599K | Sell |
14,485
-896
| -6% | -$37.1K | 0.1% | 96 |
|
|
2013
Q2 | $635K | Buy |
+15,381
| New | +$635K | 0.11% | 97 |
|