First Dallas Securities’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
|
|||||
|
2025
Q1 | $1.38M | Buy |
|
|||||
|
2024
Q4 | $1.15M | Buy |
|
|||||
|
2024
Q3 | $427K | Buy |
|
|||||
|
2024
Q2 | $437K | Hold |
|
|||||
|
2024
Q1 | $426K | Sell |
|
|||||
|
2023
Q4 | $379K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $455K | Sell |
|
|||||
|
2023
Q1 | $404K | Buy |
|
|||||
|
2022
Q4 | $436K | Sell |
|
|||||
|
2022
Q3 | $445K | Buy |
|
|||||
|
2022
Q2 | $425K | Buy |
|
|||||
|
2022
Q1 | $477K | Buy |
|
|||||
|
2021
Q4 | $369K | Buy |
|
|||||
|
2021
Q3 | $202K | Sell |
|
|||||
|
2021
Q2 | $1.19M | Sell |
|
|||||
|
2021
Q1 | $1.21M | Sell |
|
|||||
|
2020
Q4 | $1.88M | Buy |
|
|||||
|
2020
Q3 | $1.3M | Buy |
|
|||||
|
2020
Q1 | $860K | Buy |
|
|||||
|
2019
Q4 | $660K | Buy |
|
|||||
|
2019
Q3 | $438K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $290K | Sell |
|
|||||
|
2018
Q1 | $288K | Buy |
|
|||||
|
2017
Q4 | $317K | Sell |
|
|||||
|
2017
Q3 | $840K | Sell |
|
|||||
|
2017
Q2 | $923K | Sell |
|
|||||
|
2017
Q1 | $997K | Buy |
|
|||||
|
2016
Q4 | $699K | Sell |
|
|||||
|
2016
Q3 | $604K | Buy |
|