Ferguson Wellman 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 | $74M | Buy |
923,962
+134,921
| +17% | +$10.8M | 1.3% | 24 |
|
|
2025
Q1 | $56.6M | Buy |
789,041
+407,769
| +107% | +$29.3M | 1.1% | 26 |
|
|
2024
Q4 | $26.8M | Buy |
381,272
+349,251
| +1,091% | +$24.5M | 0.51% | 52 |
|
|
2024
Q3 | $1.81M | Buy |
32,021
+2,800
| +10% | +$158K | 0.04% | 142 |
|
|
2024
Q2 | $1.74M | Sell |
29,221
-909
| -3% | -$54K | 0.04% | 138 |
|
|
2024
Q1 | $1.75M | Sell |
30,130
-781
| -3% | -$45.3K | 0.04% | 144 |
|
|
2023
Q4 | $1.52M | Sell |
30,911
-99
| -0.3% | -$4.87K | 0.03% | 155 |
|
|
2023
Q3 | $1.27M | Buy |
31,010
+120
| +0.4% | +$4.9K | 0.03% | 160 |
|
|
2023
Q2 | $1.32M | Buy |
30,890
+4,505
| +17% | +$192K | 0.03% | 167 |
|
|
2023
Q1 | $986K | Buy |
26,385
+42
| +0.2% | +$1.57K | 0.02% | 191 |
|
|
2022
Q4 | $1.09M | Buy |
26,343
+3,978
| +18% | +$164K | 0.03% | 179 |
|
|
2022
Q3 | $900K | Buy |
22,365
+61
| +0.3% | +$2.46K | 0.04% | 163 |
|
|
2022
Q2 | $874K | Sell |
22,304
-871
| -4% | -$34.1K | 0.03% | 182 |
|
|
2022
Q1 | $1.12M | Buy |
23,175
+383
| +2% | +$18.6K | 0.04% | 173 |
|
|
2021
Q4 | $1.09M | Buy |
22,792
+1,380
| +6% | +$66.2K | 0.03% | 176 |
|
|
2021
Q3 | $994K | Hold |
21,412
| – | – | 0.03% | 186 |
|
|
2021
Q2 | $970K | Sell |
21,412
-1,000
| -4% | -$45.3K | 0.03% | 185 |
|
|
2021
Q1 | $876K | Sell |
22,412
-409
| -2% | -$16K | 0.03% | 189 |
|
|
2020
Q4 | $689K | Sell |
22,821
-19,142
| -46% | -$578K | 0.02% | 253 |
|
|
2020
Q3 | $987K | Sell |
41,963
-8,184
| -16% | -$192K | 0.03% | 213 |
|
|
2020
Q2 | $1.28M | Sell |
50,147
-15,849
| -24% | -$406K | 0.04% | 183 |
|
|
2020
Q1 | $1.89M | Sell |
65,996
-10,547
| -14% | -$303K | 0.07% | 151 |
|
|
2019
Q4 | $4.12M | Sell |
76,543
-5,612
| -7% | -$302K | 0.12% | 137 |
|
|
2019
Q3 | $4.14M | Buy |
82,155
+26,733
| +48% | +$1.35M | 0.13% | 125 |
|
|
2019
Q2 | $2.62M | Sell |
55,422
-6,136
| -10% | -$290K | 0.09% | 144 |
|
|
2019
Q1 | $2.98M | Sell |
61,558
-2,214
| -3% | -$107K | 0.1% | 140 |
|
|
2018
Q4 | $2.94M | Sell |
63,772
-11,779
| -16% | -$543K | 0.11% | 147 |
|
|
2018
Q3 | $3.97M | Sell |
75,551
-2,277
| -3% | -$120K | 0.13% | 131 |
|
|
2018
Q2 | $4.32M | Sell |
77,828
-12,395
| -14% | -$687K | 0.15% | 132 |
|
|
2018
Q1 | $4.73M | Sell |
90,223
-704,612
| -89% | -$36.9M | 0.17% | 130 |
|
|
2017
Q4 | $48.2M | Sell |
794,835
-5,425
| -0.7% | -$329K | 1.66% | 11 |
|
|
2017
Q3 | $44.1M | Sell |
800,260
-8,000
| -1% | -$441K | 1.59% | 12 |
|
|
2017
Q2 | $44.8M | Buy |
808,260
+174,052
| +27% | +$9.64M | 1.68% | 11 |
|
|
2017
Q1 | $35.3M | Buy |
634,208
+561,693
| +775% | +$31.3M | 1.36% | 21 |
|
|
2016
Q4 | $4M | Buy |
72,515
+708
| +1% | +$39K | 0.16% | 122 |
|
|
2016
Q3 | $3.18M | Sell |
71,807
-36,560
| -34% | -$1.62M | 0.14% | 127 |
|
|
2016
Q2 | $5.13M | Sell |
108,367
-5,715
| -5% | -$270K | 0.22% | 109 |
|
|
2016
Q1 | $5.52M | Sell |
114,082
-420,249
| -79% | -$20.3M | 0.23% | 110 |
|
|
2015
Q4 | $29M | Buy |
534,331
+10,477
| +2% | +$570K | 1.2% | 23 |
|
|
2015
Q3 | $26.9M | Buy |
523,854
+24,547
| +5% | +$1.26M | 1.19% | 24 |
|
|
2015
Q2 | $28.1M | Buy |
499,307
+13,175
| +3% | +$741K | 1.16% | 23 |
|
|
2015
Q1 | $26.4M | Buy |
486,132
+21,103
| +5% | +$1.15M | 1.09% | 26 |
|
|
2014
Q4 | $25.5M | Buy |
465,029
+13,254
| +3% | +$727K | 1.03% | 34 |
|
|
2014
Q3 | $23.4M | Buy |
451,775
+8,987
| +2% | +$466K | 1% | 33 |
|
|
2014
Q2 | $23.3M | Buy |
442,788
+5,461
| +1% | +$287K | 0.98% | 35 |
|
|
2014
Q1 | $21.8M | Buy |
437,327
+10,346
| +2% | +$515K | 0.97% | 33 |
|
|
2013
Q4 | $19.4M | Sell |
426,981
-9,003
| -2% | -$409K | 0.87% | 45 |
|
|
2013
Q3 | $18M | Buy |
435,984
+12,056
| +3% | +$498K | 0.89% | 41 |
|
|
2013
Q2 | $17.5M | Buy |
+423,928
| New | +$17.5M | 1.35% | 32 |
|