FAM
Formidable Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Hold |
4,934
| – | – | 0.06% | 288 |
|
|
2025
Q1 | $354K | Sell |
4,934
-198
| -4% | -$14.2K | 0.06% | 288 |
|
|
2024
Q4 | $360K | Sell |
5,132
-299
| -6% | -$21K | 0.06% | 276 |
|
|
2024
Q3 | $307K | Sell |
5,431
-1,864
| -26% | -$105K | 0.05% | 289 |
|
|
2024
Q2 | $433K | Sell |
7,295
-5,232
| -42% | -$311K | 0.07% | 254 |
|
|
2024
Q1 | $726K | Buy |
12,527
+7,041
| +128% | +$408K | 0.12% | 179 |
|
|
2023
Q4 | $270K | Sell |
5,486
-1,517
| -22% | -$74.7K | 0.06% | 226 |
|
|
2023
Q3 | $286K | Sell |
7,003
-1
| -0% | -$41 | 0.06% | 220 |
|
|
2023
Q2 | $299K | Sell |
7,004
-982
| -12% | -$41.9K | 0.07% | 215 |
|
|
2023
Q1 | $301K | Sell |
7,986
-207
| -3% | -$7.8K | 0.06% | 228 |
|
|
2022
Q4 | $338K | Buy |
8,193
+167
| +2% | +$6.89K | 0.08% | 216 |
|
|
2022
Q3 | $365K | Sell |
8,026
-100
| -1% | -$4.55K | 0.08% | 194 |
|
|
2022
Q2 | $322K | Sell |
8,126
-534
| -6% | -$21.2K | 0.07% | 222 |
|
|
2022
Q1 | $420K | Sell |
8,660
-484
| -5% | -$23.5K | 0.08% | 203 |
|
|
2021
Q4 | $474K | Sell |
9,144
-61
| -0.7% | -$3.16K | 0.09% | 193 |
|
|
2021
Q3 | $427K | Buy |
9,205
+4,545
| +98% | +$211K | 0.08% | 220 |
|
|
2021
Q2 | $212K | Sell |
4,660
-6,465
| -58% | -$294K | 0.05% | 283 |
|
|
2021
Q1 | $441K | Buy |
11,125
+830
| +8% | +$32.9K | 0.1% | 175 |
|
|
2020
Q4 | $306K | Sell |
10,295
-1,250
| -11% | -$37.2K | 0.07% | 208 |
|
|
2020
Q3 | $276K | Sell |
11,545
-9,050
| -44% | -$216K | 0.08% | 188 |
|
|
2020
Q2 | $524K | Buy |
+20,595
| New | +$524K | 0.15% | 130 |
|
|
2020
Q1 | – | Sell |
-8,561
| Closed | -$420K | – | 282 |
|
|
2019
Q4 | $420K | Buy |
+8,561
| New | +$420K | 0.13% | 135 |
|
|
2019
Q3 | – | Sell |
-8,711
| Closed | -$422K | – | 234 |
|
|
2019
Q2 | $422K | Buy |
+8,711
| New | +$422K | 0.15% | 131 |
|
|
2019
Q1 | – | Sell |
-11,150
| Closed | -$514K | – | 251 |
|
|
2018
Q4 | $514K | Sell |
11,150
-939
| -8% | -$43.3K | 0.27% | 68 |
|
|
2018
Q3 | $636K | Buy |
12,089
+490
| +4% | +$25.8K | 0.25% | 76 |
|
|
2018
Q2 | $643K | Sell |
11,599
-34
| -0.3% | -$1.89K | 0.28% | 70 |
|
|
2018
Q1 | $610K | Sell |
11,633
-100
| -0.9% | -$5.24K | 0.31% | 63 |
|
|
2017
Q4 | $712K | Buy |
11,733
+300
| +3% | +$18.2K | 0.33% | 68 |
|
|
2017
Q3 | $631K | Buy |
11,433
+162
| +1% | +$8.94K | 0.27% | 89 |
|
|
2017
Q2 | $625K | Sell |
11,271
-1,381
| -11% | -$76.6K | 0.31% | 79 |
|
|
2017
Q1 | $696K | Sell |
12,652
-250
| -2% | -$13.8K | 0.3% | 84 |
|
|
2016
Q4 | $711K | Sell |
12,902
-554
| -4% | -$30.5K | 0.36% | 68 |
|
|
2016
Q3 | $596K | Buy |
13,456
+102
| +0.8% | +$4.52K | 0.3% | 90 |
|
|
2016
Q2 | $649K | Buy |
13,354
+149
| +1% | +$7.24K | 0.36% | 69 |
|
|
2016
Q1 | $666K | Sell |
13,205
-2,025
| -13% | -$102K | 0.47% | 50 |
|
|
2015
Q4 | $790K | Sell |
15,230
-61
| -0.4% | -$3.16K | 0.55% | 36 |
|
|
2015
Q3 | $785K | Sell |
15,291
-462
| -3% | -$23.7K | 0.52% | 42 |
|
|
2015
Q2 | $886K | Hold |
15,753
| – | – | 0.57% | 40 |
|
|
2015
Q1 | $874K | Sell |
15,753
-103
| -0.6% | -$5.72K | 0.57% | 36 |
|
|
2014
Q4 | $869K | Buy |
15,856
+360
| +2% | +$19.7K | 0.59% | 38 |
|
|
2014
Q3 | $827K | Sell |
15,496
-1,350
| -8% | -$72K | 0.55% | 41 |
|
|
2014
Q2 | $885K | Hold |
16,846
| – | – | 0.53% | 37 |
|
|
2014
Q1 | $824K | Hold |
16,846
| – | – | 0.58% | 34 |
|
|
2013
Q4 | $764K | Buy |
16,846
+131
| +0.8% | +$5.94K | 0.51% | 43 |
|
|
2013
Q3 | $690K | Buy |
+16,715
| New | +$690K | 0.6% | 43 |
|