FCIM
Fairview Capital Investment Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Hold |
7,355
| – | – | 0.03% | 112 |
|
|
2025
Q1 | $528K | Sell |
7,355
-300
| -4% | -$21.5K | 0.03% | 113 |
|
|
2024
Q4 | $538K | Sell |
7,655
-600
| -7% | -$42.1K | 0.03% | 112 |
|
|
2024
Q3 | $466K | Hold |
8,255
| – | – | 0.03% | 115 |
|
|
2024
Q2 | $490K | Sell |
8,255
-850
| -9% | -$50.5K | 0.03% | 106 |
|
|
2024
Q1 | $528K | Sell |
9,105
-12
| -0.1% | -$696 | 0.03% | 113 |
|
|
2023
Q4 | $449K | Sell |
9,117
-200
| -2% | -$9.84K | 0.03% | 113 |
|
|
2023
Q3 | $381K | Sell |
9,317
-133
| -1% | -$5.43K | 0.02% | 118 |
|
|
2023
Q2 | $403K | Sell |
9,450
-133
| -1% | -$5.68K | 0.03% | 115 |
|
|
2023
Q1 | $358K | Hold |
9,583
| – | – | 0.02% | 117 |
|
|
2022
Q4 | $396K | Sell |
9,583
-216
| -2% | -$8.92K | 0.03% | 113 |
|
|
2022
Q3 | $394K | Buy |
9,799
+28
| +0.3% | +$1.13K | 0.03% | 103 |
|
|
2022
Q2 | $382K | Sell |
9,771
-100
| -1% | -$3.91K | 0.03% | 108 |
|
|
2022
Q1 | $478K | Sell |
9,871
-912
| -8% | -$44.2K | 0.03% | 96 |
|
|
2021
Q4 | $517K | Sell |
10,783
-67
| -0.6% | -$3.21K | 0.03% | 95 |
|
|
2021
Q3 | $503K | Buy |
10,850
+133
| +1% | +$6.17K | 0.03% | 92 |
|
|
2021
Q2 | $485K | Sell |
10,717
-70
| -0.6% | -$3.17K | 0.03% | 91 |
|
|
2021
Q1 | $421K | Sell |
10,787
-803
| -7% | -$31.3K | 0.02% | 128 |
|
|
2020
Q4 | $349K | Buy |
11,590
+1,720
| +17% | +$51.8K | 0.01% | 122 |
|
|
2020
Q3 | $232K | Sell |
9,870
-1,833
| -16% | -$43.1K | 0.01% | 125 |
|
|
2020
Q2 | $299K | Hold |
11,703
| – | – | 0.01% | 111 |
|
|
2020
Q1 | $335K | Sell |
11,703
-446
| -4% | -$12.8K | 0.02% | 110 |
|
|
2019
Q4 | $653K | Buy |
12,149
+246
| +2% | +$13.2K | 0.03% | 98 |
|
|
2019
Q3 | $600K | Hold |
11,903
| – | – | 0.03% | 103 |
|
|
2019
Q2 | $563K | Hold |
11,903
| – | – | 0.03% | 102 |
|
|
2019
Q1 | $575K | Sell |
11,903
-303
| -2% | -$14.6K | 0.03% | 104 |
|
|
2018
Q4 | $562K | Sell |
12,206
-1,308
| -10% | -$60.2K | 0.03% | 96 |
|
|
2018
Q3 | $710K | Hold |
13,514
| – | – | 0.04% | 84 |
|
|
2018
Q2 | $749K | Buy |
13,514
+295
| +2% | +$16.4K | 0.04% | 77 |
|
|
2018
Q1 | $692K | Sell |
13,219
-1,050
| -7% | -$55K | 0.04% | 78 |
|
|
2017
Q4 | $866K | Sell |
14,269
-268
| -2% | -$16.3K | 0.05% | 72 |
|
|
2017
Q3 | $802K | Buy |
14,537
+2,050
| +16% | +$113K | 0.05% | 70 |
|
|
2017
Q2 | $692K | Hold |
12,487
| – | – | 0.05% | 72 |
|
|
2017
Q1 | $695K | Hold |
12,487
| – | – | 0.05% | 64 |
|
|
2016
Q4 | $688K | Sell |
12,487
-400
| -3% | -$22K | 0.05% | 66 |
|
|
2016
Q3 | $571K | Hold |
12,887
| – | – | 0.04% | 62 |
|
|
2016
Q2 | $610K | Hold |
12,887
| – | – | 0.05% | 59 |
|
|
2016
Q1 | $623K | Hold |
12,887
| – | – | 0.05% | 60 |
|
|
2015
Q4 | $701K | Buy |
12,887
+531
| +4% | +$28.9K | 0.06% | 58 |
|
|
2015
Q3 | $634K | Sell |
12,356
-1,500
| -11% | -$77K | 0.06% | 56 |
|
|
2015
Q2 | $779K | Hold |
13,856
| – | – | 0.06% | 55 |
|
|
2015
Q1 | $754K | Hold |
13,856
| – | – | 0.06% | 56 |
|
|
2014
Q4 | $760K | Hold |
13,856
| – | – | 0.06% | 60 |
|
|
2014
Q3 | $719K | Buy |
13,856
+222
| +2% | +$11.5K | 0.06% | 57 |
|
|
2014
Q2 | $717K | Hold |
13,634
| – | – | 0.06% | 60 |
|
|
2014
Q1 | $678K | Buy |
13,634
+2,448
| +22% | +$122K | 0.06% | 57 |
|
|
2013
Q4 | $508K | Hold |
11,186
| – | – | 0.04% | 61 |
|
|
2013
Q3 | $462K | Hold |
11,186
| – | – | 0.04% | 59 |
|
|
2013
Q2 | $462K | Buy |
+11,186
| New | +$462K | 0.05% | 59 |
|