Forte Capital’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 | $455K | Buy |
5,683
+609
| +12% | +$48.8K | 0.05% | 180 |
|
|
2025
Q1 | $364K | Buy |
5,074
+499
| +11% | +$35.8K | 0.04% | 194 |
|
|
2024
Q4 | $321K | Hold |
4,575
| – | – | 0.04% | 197 |
|
|
2024
Q3 | $258K | Sell |
4,575
-278
| -6% | -$15.7K | 0.03% | 216 |
|
|
2024
Q2 | $288K | Sell |
4,853
-200
| -4% | -$11.9K | 0.03% | 197 |
|
|
2024
Q1 | $293K | Sell |
5,053
-292
| -5% | -$16.9K | 0.04% | 195 |
|
|
2023
Q4 | $263K | Buy |
+5,345
| New | +$263K | 0.04% | 201 |
|
|
2021
Q4 | – | Sell |
-4,333
| Closed | -$201K | – | 230 |
|
|
2021
Q3 | $201K | Buy |
+4,333
| New | +$201K | 0.03% | 216 |
|
|
2020
Q1 | – | Sell |
-23,409
| Closed | -$1.26M | – | 92 |
|
|
2019
Q4 | $1.26M | Sell |
23,409
-1,710
| -7% | -$92K | 0.36% | 61 |
|
|
2019
Q3 | $1.27M | Sell |
25,119
-675
| -3% | -$34K | 0.39% | 60 |
|
|
2019
Q2 | $1.22M | Buy |
25,794
+1,345
| +6% | +$63.7K | 0.39% | 58 |
|
|
2019
Q1 | $1.18M | Buy |
24,449
+1,708
| +8% | +$82.5K | 0.43% | 58 |
|
|
2018
Q4 | $1.05M | Sell |
22,741
-645
| -3% | -$29.7K | 0.44% | 56 |
|
|
2018
Q3 | $1.23M | Sell |
23,386
-800
| -3% | -$42K | 0.44% | 57 |
|
|
2018
Q2 | $1.34M | Sell |
24,186
-450
| -2% | -$25K | 0.52% | 54 |
|
|
2018
Q1 | $1.29M | Buy |
24,636
+1,999
| +9% | +$105K | 0.54% | 55 |
|
|
2017
Q4 | $1.37M | Sell |
22,637
-844
| -4% | -$51.2K | 0.41% | 60 |
|
|
2017
Q3 | $1.3M | Buy |
23,481
+1,494
| +7% | +$82.4K | 0.41% | 60 |
|
|
2017
Q2 | $1.22M | Sell |
21,987
-352
| -2% | -$19.5K | 0.4% | 60 |
|
|
2017
Q1 | $1.24M | Buy |
22,339
+218
| +1% | +$12.1K | 0.42% | 59 |
|
|
2016
Q4 | $1.22M | Sell |
22,121
-2,909
| -12% | -$160K | 0.46% | 59 |
|
|
2016
Q3 | $1.11M | Buy |
25,030
+3,251
| +15% | +$144K | 0.42% | 59 |
|
|
2016
Q2 | $1.03M | Buy |
21,779
+4,825
| +28% | +$228K | 0.4% | 60 |
|
|
2016
Q1 | $820K | Sell |
16,954
-970
| -5% | -$46.9K | 0.36% | 60 |
|
|
2015
Q4 | $974K | Hold |
17,924
| – | – | 0.4% | 59 |
|
|
2015
Q3 | $920K | Buy |
17,924
+2,020
| +13% | +$104K | 0.42% | 58 |
|
|
2015
Q2 | $894K | Buy |
15,904
+1,470
| +10% | +$82.6K | 0.38% | 60 |
|
|
2015
Q1 | $791K | Hold |
14,434
| – | – | 0.34% | 63 |
|
|
2014
Q4 | $791K | Sell |
14,434
-125
| -0.9% | -$6.85K | 0.34% | 70 |
|
|
2014
Q3 | $755K | Buy |
+14,559
| New | +$755K | 0.35% | 65 |
|