Fiduciary Group’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 | $1.9M | Buy |
23,694
+2
| +0% | +$160 | 0.18% | 111 |
|
|
2025
Q1 | $1.7M | Sell |
23,692
-140
| -0.6% | -$10.1K | 0.17% | 115 |
|
|
2024
Q4 | $1.67M | Sell |
23,832
-1,858
| -7% | -$131K | 0.17% | 113 |
|
|
2024
Q3 | $1.45M | Sell |
25,690
-834
| -3% | -$47.1K | 0.15% | 118 |
|
|
2024
Q2 | $1.58M | Sell |
26,524
-269
| -1% | -$16K | 0.17% | 109 |
|
|
2024
Q1 | $1.55M | Buy |
26,793
+59
| +0.2% | +$3.42K | 0.17% | 104 |
|
|
2023
Q4 | $1.32M | Sell |
26,734
-1,085
| -4% | -$53.4K | 0.15% | 108 |
|
|
2023
Q3 | $1.14M | Sell |
27,819
-997
| -3% | -$40.7K | 0.15% | 108 |
|
|
2023
Q2 | $1.23M | Sell |
28,816
-819
| -3% | -$35K | 0.15% | 105 |
|
|
2023
Q1 | $1.11M | Buy |
29,635
+298
| +1% | +$11.1K | 0.14% | 112 |
|
|
2022
Q4 | $1.21M | Sell |
29,337
-5,176
| -15% | -$214K | 0.16% | 104 |
|
|
2022
Q3 | $1.66M | Sell |
34,513
-846
| -2% | -$40.6K | 0.21% | 90 |
|
|
2022
Q2 | $1.6M | Sell |
35,359
-11,213
| -24% | -$507K | 0.2% | 92 |
|
|
2022
Q1 | $1.98M | Sell |
46,572
-25,595
| -35% | -$1.09M | 0.26% | 80 |
|
|
2021
Q4 | $3.46M | Sell |
72,167
-6,191
| -8% | -$297K | 0.39% | 60 |
|
|
2021
Q3 | $3.97M | Sell |
78,358
-2,645
| -3% | -$134K | 0.45% | 58 |
|
|
2021
Q2 | $3.74M | Sell |
81,003
-4,430
| -5% | -$204K | 0.43% | 58 |
|
|
2021
Q1 | $3.85M | Sell |
85,433
-6,174
| -7% | -$278K | 0.47% | 55 |
|
|
2020
Q4 | $3M | Sell |
91,607
-26,857
| -23% | -$879K | 0.4% | 58 |
|
|
2020
Q3 | $2.79M | Sell |
118,464
-22,300
| -16% | -$524K | 0.42% | 54 |
|
|
2020
Q2 | $3.6M | Sell |
140,764
-7,820
| -5% | -$200K | 0.6% | 40 |
|
|
2020
Q1 | $4.26M | Buy |
148,584
+2,239
| +2% | +$64.3K | 0.84% | 39 |
|
|
2019
Q4 | $7.87M | Buy |
146,345
+5,691
| +4% | +$306K | 1.26% | 25 |
|
|
2019
Q3 | $7.1M | Buy |
140,654
+8,080
| +6% | +$408K | 1.24% | 26 |
|
|
2019
Q2 | $6.27M | Buy |
132,574
+9,389
| +8% | +$444K | 1.13% | 26 |
|
|
2019
Q1 | $5.95M | Buy |
123,185
+8,127
| +7% | +$393K | 1.11% | 25 |
|
|
2018
Q4 | $5.3M | Buy |
115,058
+9,804
| +9% | +$452K | 1.1% | 26 |
|
|
2018
Q3 | $5.53M | Buy |
105,254
+3,243
| +3% | +$170K | 1.08% | 29 |
|
|
2018
Q2 | $5.66M | Buy |
102,011
+3,391
| +3% | +$188K | 1.2% | 26 |
|
|
2018
Q1 | $5.17M | Buy |
98,620
+3,851
| +4% | +$202K | 1.12% | 29 |
|
|
2017
Q4 | $5.75M | Buy |
94,769
+577
| +0.6% | +$35K | 1.23% | 28 |
|
|
2017
Q3 | $5.2M | Buy |
94,192
+7,545
| +9% | +$416K | 1.17% | 31 |
|
|
2017
Q2 | $4.8M | Buy |
86,647
+11,064
| +15% | +$613K | 1.11% | 31 |
|
|
2017
Q1 | $4.21M | Buy |
75,583
+6,395
| +9% | +$356K | 1% | 33 |
|
|
2016
Q4 | $3.81M | Sell |
69,188
-1,913
| -3% | -$105K | 0.99% | 35 |
|
|
2016
Q3 | $3.15M | Sell |
71,101
-613
| -0.9% | -$27.1K | 0.85% | 41 |
|
|
2016
Q2 | $3.39M | Sell |
71,714
-614
| -0.8% | -$29.1K | 0.94% | 38 |
|
|
2016
Q1 | $3.5M | Buy |
72,328
+1,480
| +2% | +$71.6K | 1.01% | 34 |
|
|
2015
Q4 | $3.85M | Buy |
70,848
+5,993
| +9% | +$326K | 1.15% | 32 |
|
|
2015
Q3 | $3.33M | Buy |
64,855
+3,267
| +5% | +$168K | 1.11% | 28 |
|
|
2015
Q2 | $3.46M | Buy |
+61,588
| New | +$3.46M | 1.09% | 28 |
|