Empirical Finance’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 | $10.2M | Buy |
127,906
+704
| +0.6% | +$56.4K | 0.54% | 29 |
|
|
2025
Q1 | $9.13M | Buy |
127,202
+1,365
| +1% | +$98K | 0.55% | 32 |
|
|
2024
Q4 | $8.84M | Sell |
125,837
-1,957
| -2% | -$137K | 0.51% | 31 |
|
|
2024
Q3 | $7.22M | Buy |
127,794
+1,751
| +1% | +$98.9K | 0.42% | 40 |
|
|
2024
Q2 | $7.49M | Sell |
126,043
-11,704
| -8% | -$695K | 0.47% | 37 |
|
|
2024
Q1 | $7.98M | Buy |
137,747
+4,335
| +3% | +$251K | 0.49% | 39 |
|
|
2023
Q4 | $6.57M | Buy |
133,412
+24
| +0% | +$1.18K | 0.46% | 42 |
|
|
2023
Q3 | $5.45M | Buy |
133,388
+11,912
| +10% | +$487K | 0.4% | 47 |
|
|
2023
Q2 | $5.18M | Buy |
121,476
+11,819
| +11% | +$504K | 0.4% | 46 |
|
|
2023
Q1 | $4.1M | Buy |
109,657
+4,759
| +5% | +$178K | 0.38% | 54 |
|
|
2022
Q4 | $4.33M | Buy |
104,898
+7,687
| +8% | +$317K | 0.45% | 43 |
|
|
2022
Q3 | $3.91M | Buy |
97,211
+14,949
| +18% | +$601K | 0.46% | 43 |
|
|
2022
Q2 | $3.22M | Buy |
82,262
+4,115
| +5% | +$161K | 0.41% | 47 |
|
|
2022
Q1 | $3.79M | Buy |
78,147
+7,869
| +11% | +$381K | 0.42% | 47 |
|
|
2021
Q4 | $3.37M | Buy |
70,278
+18,418
| +36% | +$884K | 0.4% | 49 |
|
|
2021
Q3 | $2.41M | Buy |
51,860
+2,863
| +6% | +$133K | 0.36% | 48 |
|
|
2021
Q2 | $2.22M | Buy |
48,997
+7,645
| +18% | +$346K | 0.36% | 53 |
|
|
2021
Q1 | $1.25M | Hold |
41,352
| – | – | 0.22% | 118 |
|
|
2020
Q4 | $1.25M | Buy |
41,352
+7,699
| +23% | +$232K | 0.22% | 118 |
|
|
2020
Q3 | $791K | Buy |
33,653
+6,979
| +26% | +$164K | 0.17% | 140 |
|
|
2020
Q2 | $683K | Buy |
26,674
+3,118
| +13% | +$79.8K | 0.17% | 126 |
|
|
2020
Q1 | $676K | Buy |
23,556
+7,882
| +50% | +$226K | 0.21% | 108 |
|
|
2019
Q4 | $843K | Buy |
15,674
+5,509
| +54% | +$296K | 0.21% | 114 |
|
|
2019
Q3 | $513K | Buy |
10,165
+169
| +2% | +$8.53K | 0.14% | 117 |
|
|
2019
Q2 | $473K | Sell |
9,996
-200
| -2% | -$9.46K | 0.13% | 115 |
|
|
2019
Q1 | $493K | Buy |
10,196
+2,302
| +29% | +$111K | 0.13% | 121 |
|
|
2018
Q4 | $364K | Sell |
7,894
-963
| -11% | -$44.4K | 0.11% | 115 |
|
|
2018
Q3 | $466K | Buy |
8,857
+966
| +12% | +$50.8K | 0.12% | 101 |
|
|
2018
Q2 | $437K | Sell |
7,891
-2,305
| -23% | -$128K | 0.11% | 89 |
|
|
2018
Q1 | $493K | Buy |
+10,196
| New | +$493K | 0.13% | 121 |
|
|
2017
Q4 | – | Sell |
-4,957
| Closed | -$274K | – | 151 |
|
|
2017
Q3 | $274K | Hold |
4,957
| – | – | 0.09% | 110 |
|
|
2017
Q2 | $275K | Buy |
+4,957
| New | +$275K | 0.11% | 103 |
|
|
2017
Q1 | – | Sell |
-2,313
| Closed | -$128K | – | 573 |
|
|
2016
Q4 | $128K | Buy |
+2,313
| New | +$128K | 0.09% | 72 |
|