Family 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 | $347K | Buy |
+4,336
| New | +$347K | 0.05% | 137 |
|
|
2023
Q1 | – | Sell |
-5,073
| Closed | -$209K | – | 179 |
|
|
2022
Q4 | $209K | Buy |
+5,073
| New | +$209K | 0.05% | 132 |
|
|
2021
Q2 | – | Sell |
-5,173
| Closed | -$202K | – | 203 |
|
|
2021
Q1 | $202K | Buy |
+5,173
| New | +$202K | 0.06% | 143 |
|
|
2020
Q1 | – | Sell |
-5,783
| Closed | -$311K | – | 198 |
|
|
2019
Q4 | $311K | Buy |
5,783
+500
| +9% | +$26.9K | 0.11% | 115 |
|
|
2019
Q3 | $266K | Buy |
+5,283
| New | +$266K | 0.1% | 117 |
|
|
2018
Q3 | – | Sell |
-54,507
| Closed | -$3.02M | – | 76 |
|
|
2018
Q2 | $3.02M | Buy |
54,507
+1,201
| +2% | +$66.6K | 1.87% | 22 |
|
|
2018
Q1 | $2.79M | Buy |
+53,306
| New | +$2.79M | 2.1% | 21 |
|
|
2014
Q4 | – | Sell |
-74,923
| Closed | -$3.89M | – | 95 |
|
|
2014
Q3 | $3.89M | Sell |
74,923
-2,538
| -3% | -$132K | 1.77% | 25 |
|
|
2014
Q2 | $4.07M | Sell |
77,461
-983
| -1% | -$51.7K | 1.98% | 23 |
|
|
2014
Q1 | $3.9M | Sell |
78,444
-44,595
| -36% | -$2.22M | 2.03% | 24 |
|
|
2013
Q4 | $5.59M | Sell |
123,039
-1,411
| -1% | -$64.1K | 3.21% | 9 |
|
|
2013
Q3 | $5.14M | Sell |
124,450
-30,200
| -20% | -$1.25M | 3.32% | 7 |
|
|
2013
Q2 | $6.38M | Buy |
+154,650
| New | +$6.38M | 3.88% | 4 |
|