Evergreen Capital Management’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 | $2.41M | Buy |
30,038
+465
| +2% | +$37.3K | 0.07% | 241 |
|
|
2025
Q1 | $2.12M | Buy |
29,573
+2,407
| +9% | +$173K | 0.07% | 245 |
|
|
2024
Q4 | $1.91M | Buy |
27,166
+263
| +1% | +$18.5K | 0.06% | 260 |
|
|
2024
Q3 | $1.52M | Sell |
26,903
-2,475
| -8% | -$140K | 0.05% | 284 |
|
|
2024
Q2 | $1.74M | Buy |
29,378
+2,138
| +8% | +$127K | 0.06% | 246 |
|
|
2024
Q1 | $1.58M | Sell |
27,240
-1,558
| -5% | -$90.3K | 0.06% | 251 |
|
|
2023
Q4 | $1.42M | Buy |
28,798
+5,863
| +26% | +$289K | 0.06% | 256 |
|
|
2023
Q3 | $937K | Buy |
22,935
+69
| +0.3% | +$2.82K | 0.04% | 293 |
|
|
2023
Q2 | $976K | Sell |
22,866
-236
| -1% | -$10.1K | 0.04% | 289 |
|
|
2023
Q1 | $864K | Buy |
23,102
+456
| +2% | +$17K | 0.04% | 291 |
|
|
2022
Q4 | $935K | Sell |
22,646
-3,513
| -13% | -$145K | 0.04% | 286 |
|
|
2022
Q3 | $1.05M | Buy |
26,159
+3,729
| +17% | +$150K | 0.06% | 256 |
|
|
2022
Q2 | $879K | Sell |
22,430
-3,214
| -13% | -$126K | 0.05% | 264 |
|
|
2022
Q1 | $1.24M | Buy |
25,644
+2,490
| +11% | +$121K | 0.05% | 260 |
|
|
2021
Q4 | $1.11M | Buy |
23,154
+1,587
| +7% | +$76.1K | 0.04% | 270 |
|
|
2021
Q3 | $1M | Buy |
21,567
+10,072
| +88% | +$467K | 0.05% | 278 |
|
|
2021
Q2 | $521K | Buy |
11,495
+1,445
| +14% | +$65.5K | 0.02% | 333 |
|
|
2021
Q1 | $393K | Sell |
10,050
-676
| -6% | -$26.4K | 0.02% | 348 |
|
|
2020
Q4 | $324K | Sell |
10,726
-2,120
| -17% | -$64K | 0.02% | 331 |
|
|
2020
Q3 | $302K | Sell |
12,846
-2,900
| -18% | -$68.2K | 0.02% | 323 |
|
|
2020
Q2 | $403K | Sell |
15,746
-2,581
| -14% | -$66.1K | 0.03% | 265 |
|
|
2020
Q1 | $526K | Sell |
18,327
-9,285
| -34% | -$266K | 0.05% | 214 |
|
|
2019
Q4 | $1.49M | Buy |
27,612
+7,013
| +34% | +$377K | 0.12% | 145 |
|
|
2019
Q3 | $1.04M | Sell |
20,599
-1,546
| -7% | -$78K | 0.1% | 159 |
|
|
2019
Q2 | $1.05M | Buy |
22,145
+1,917
| +9% | +$90.7K | 0.1% | 159 |
|
|
2019
Q1 | $977K | Sell |
20,228
-149
| -0.7% | -$7.2K | 0.1% | 156 |
|
|
2018
Q4 | $939K | Buy |
20,377
+2,000
| +11% | +$92.2K | 0.1% | 156 |
|
|
2018
Q3 | $966K | Buy |
18,377
+19
| +0.1% | +$999 | 0.09% | 162 |
|
|
2018
Q2 | $1.02M | Buy |
18,358
+1,637
| +10% | +$90.8K | 0.1% | 149 |
|
|
2018
Q1 | $876K | Sell |
16,721
-62,050
| -79% | -$3.25M | 0.08% | 154 |
|
|
2017
Q4 | $4.78M | Sell |
78,771
-19,289
| -20% | -$1.17M | 0.48% | 58 |
|
|
2017
Q3 | $5.41M | Buy |
98,060
+8,408
| +9% | +$464K | 0.63% | 47 |
|
|
2017
Q2 | $4.97M | Buy |
89,652
+8,990
| +11% | +$498K | 0.8% | 39 |
|
|
2017
Q1 | $4.49M | Sell |
80,662
-11,655
| -13% | -$649K | 0.94% | 36 |
|
|
2016
Q4 | $5.09M | Buy |
92,317
+2,590
| +3% | +$143K | 0.98% | 31 |
|
|
2016
Q3 | $3.97M | Buy |
89,727
+32,575
| +57% | +$1.44M | 0.78% | 39 |
|
|
2016
Q2 | $2.71M | Sell |
57,152
-316
| -0.5% | -$15K | 0.59% | 51 |
|
|
2016
Q1 | $2.78M | Sell |
57,468
-810
| -1% | -$39.2K | 0.64% | 47 |
|
|
2015
Q4 | $3.17M | Sell |
58,278
-8,400
| -13% | -$457K | 0.76% | 40 |
|
|
2015
Q3 | $3.42M | Buy |
66,678
+2,975
| +5% | +$153K | 0.89% | 34 |
|
|
2015
Q2 | $3.58M | Sell |
63,703
-1,477
| -2% | -$83.1K | 0.88% | 38 |
|
|
2015
Q1 | $3.55M | Sell |
65,180
-920
| -1% | -$50K | 0.78% | 41 |
|
|
2014
Q4 | $3.43M | Sell |
66,100
-200
| -0.3% | -$10.4K | 0.68% | 49 |
|
|
2014
Q3 | $3.44M | Buy |
66,300
+705
| +1% | +$36.6K | 0.67% | 50 |
|
|
2014
Q2 | $3.45M | Sell |
65,595
-33,808
| -34% | -$1.78M | 0.68% | 51 |
|
|
2014
Q1 | $4.94M | Sell |
99,403
-28,372
| -22% | -$1.41M | 0.99% | 32 |
|
|
2013
Q4 | $5.8M | Buy |
127,775
+1,340
| +1% | +$60.8K | 1.05% | 35 |
|
|
2013
Q3 | $5.22M | Sell |
126,435
-88
| -0.1% | -$3.64K | 0.84% | 40 |
|
|
2013
Q2 | $5.22M | Buy |
+126,523
| New | +$5.22M | 0.8% | 45 |
|