Evermay Wealth 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 | $726K | Buy |
9,065
+400
| +5% | +$32K | 0.09% | 104 |
|
|
2025
Q1 | $622K | Hold |
8,665
| – | – | 0.08% | 110 |
|
|
2024
Q4 | $609K | Sell |
8,665
-36
| -0.4% | -$2.53K | 0.09% | 115 |
|
|
2024
Q3 | $492K | Hold |
8,701
| – | – | 0.08% | 125 |
|
|
2024
Q2 | $517K | Hold |
8,701
| – | – | 0.08% | 126 |
|
|
2024
Q1 | $504K | Sell |
8,701
-33
| -0.4% | -$1.91K | 0.08% | 126 |
|
|
2023
Q4 | $430K | Buy |
8,734
+33
| +0.4% | +$1.62K | 0.08% | 115 |
|
|
2023
Q3 | $356K | Hold |
8,701
| – | – | 0.07% | 118 |
|
|
2023
Q2 | $371K | Buy |
8,701
+36
| +0.4% | +$1.54K | 0.07% | 122 |
|
|
2023
Q1 | $324K | Buy |
8,665
+361
| +4% | +$13.5K | 0.07% | 123 |
|
|
2022
Q4 | $343K | Hold |
8,304
| – | – | 0.07% | 122 |
|
|
2022
Q3 | $334K | Hold |
8,304
| – | – | 0.07% | 123 |
|
|
2022
Q2 | $325K | Sell |
8,304
-130
| -2% | -$5.09K | 0.06% | 129 |
|
|
2022
Q1 | $409K | Buy |
8,434
+6,487
| +333% | +$315K | 0.07% | 124 |
|
|
2021
Q4 | $93K | Hold |
1,947
| – | – | 0.02% | 231 |
|
|
2021
Q3 | $90K | Sell |
1,947
-2,125
| -52% | -$98.2K | 0.02% | 224 |
|
|
2021
Q2 | $184K | Buy |
+4,072
| New | +$184K | 0.03% | 184 |
|
|
2020
Q1 | – | Sell |
-6,591
| Closed | -$355K | – | 161 |
|
|
2019
Q4 | $355K | Buy |
6,591
+364
| +6% | +$19.6K | 0.09% | 110 |
|
|
2019
Q3 | $314K | Sell |
6,227
-310
| -5% | -$15.6K | 0.09% | 113 |
|
|
2019
Q2 | $309K | Sell |
6,537
-957
| -13% | -$45.2K | 0.09% | 109 |
|
|
2019
Q1 | $362K | Buy |
7,494
+2
| +0% | +$97 | 0.1% | 99 |
|
|
2018
Q4 | $345K | Buy |
7,492
+818
| +12% | +$37.7K | 0.11% | 88 |
|
|
2018
Q3 | $351K | Buy |
6,674
+1
| +0% | +$53 | 0.11% | 101 |
|
|
2018
Q2 | $370K | Sell |
6,673
-48
| -0.7% | -$2.66K | 0.12% | 89 |
|
|
2018
Q1 | $352K | Buy |
6,721
+2,411
| +56% | +$126K | 0.12% | 95 |
|
|
2017
Q4 | $261K | Buy |
+4,310
| New | +$261K | 0.1% | 117 |
|
|
2016
Q4 | – | Sell |
-9,518
| Closed | -$421K | – | 82 |
|
|
2016
Q3 | $421K | Buy |
9,518
+209
| +2% | +$9.24K | 0.21% | 40 |
|
|
2016
Q2 | $441K | Buy |
9,309
+603
| +7% | +$28.6K | 0.23% | 40 |
|
|
2016
Q1 | $421K | Sell |
8,706
-42
| -0.5% | -$2.03K | 0.24% | 39 |
|
|
2015
Q4 | $476K | Buy |
8,748
+2,040
| +30% | +$111K | 0.28% | 32 |
|
|
2015
Q3 | $344K | Buy |
6,708
+2,310
| +53% | +$118K | 0.21% | 50 |
|
|
2015
Q2 | $247K | Sell |
4,398
-217
| -5% | -$12.2K | 0.15% | 70 |
|
|
2015
Q1 | $251K | Sell |
4,615
-315
| -6% | -$17.1K | 0.15% | 70 |
|
|
2014
Q4 | $270K | Sell |
4,930
-1,038
| -17% | -$56.8K | 0.18% | 70 |
|
|
2014
Q3 | $310K | Buy |
5,968
+730
| +14% | +$37.9K | 0.27% | 59 |
|
|
2014
Q2 | $275K | Buy |
+5,238
| New | +$275K | 0.24% | 66 |
|