FM
Foster & Motley’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
2,993
+31
| +1% | +$2.49K | 0.01% | 369 |
|
|
2025
Q1 | $213K | Sell |
2,962
-159
| -5% | -$11.4K | 0.01% | 367 |
|
|
2024
Q4 | $219K | Sell |
3,121
-1,991
| -39% | -$140K | 0.01% | 361 |
|
|
2024
Q3 | $289K | Buy |
+5,112
| New | +$289K | 0.02% | 338 |
|
|
2020
Q3 | – | Sell |
-26,523
| Closed | -$679K | – | 275 |
|
|
2020
Q2 | $679K | Sell |
26,523
-6,187
| -19% | -$158K | 0.08% | 173 |
|
|
2020
Q1 | $939K | Sell |
32,710
-9,590
| -23% | -$275K | 0.14% | 135 |
|
|
2019
Q4 | $2.28M | Sell |
42,300
-1,373
| -3% | -$73.9K | 0.29% | 100 |
|
|
2019
Q3 | $2.2M | Sell |
43,673
-16,901
| -28% | -$853K | 0.3% | 95 |
|
|
2019
Q2 | $2.87M | Sell |
60,574
-6,305
| -9% | -$298K | 0.4% | 72 |
|
|
2019
Q1 | $3.23M | Sell |
66,879
-6,329
| -9% | -$306K | 0.47% | 63 |
|
|
2018
Q4 | $3.37M | Sell |
73,208
-30,568
| -29% | -$1.41M | 0.54% | 53 |
|
|
2018
Q3 | $5.45M | Sell |
103,776
-5,259
| -5% | -$276K | 0.82% | 38 |
|
|
2018
Q2 | $6.05M | Sell |
109,035
-3,711
| -3% | -$206K | 0.96% | 32 |
|
|
2018
Q1 | $5.91M | Sell |
112,746
-3,209
| -3% | -$168K | 0.96% | 30 |
|
|
2017
Q4 | $7.04M | Sell |
115,955
-8,353
| -7% | -$507K | 1.12% | 25 |
|
|
2017
Q3 | $6.86M | Sell |
124,308
-7,597
| -6% | -$419K | 1.18% | 28 |
|
|
2017
Q2 | $7.31M | Buy |
131,905
+3
| +0% | +$166 | 1.29% | 27 |
|
|
2017
Q1 | $7.34M | Sell |
131,902
-11,188
| -8% | -$623K | 1.34% | 23 |
|
|
2016
Q4 | $7.89M | Sell |
143,090
-9,763
| -6% | -$538K | 1.51% | 19 |
|
|
2016
Q3 | $6.77M | Sell |
152,853
-12,836
| -8% | -$568K | 1.31% | 26 |
|
|
2016
Q2 | $7.84M | Sell |
165,689
-4,264
| -3% | -$202K | 1.55% | 16 |
|
|
2016
Q1 | $8.22M | Buy |
169,953
+6,409
| +4% | +$310K | 1.66% | 12 |
|
|
2015
Q4 | $8.89M | Buy |
163,544
+4,328
| +3% | +$235K | 1.89% | 7 |
|
|
2015
Q3 | $8.17M | Buy |
159,216
+9,862
| +7% | +$506K | 1.86% | 7 |
|
|
2015
Q2 | $8.4M | Sell |
149,354
-3,464
| -2% | -$195K | 1.84% | 8 |
|
|
2015
Q1 | $8.31M | Buy |
152,818
+3,909
| +3% | +$213K | 1.83% | 12 |
|
|
2014
Q4 | $8.16M | Buy |
148,909
+3,450
| +2% | +$189K | 1.85% | 14 |
|
|
2014
Q3 | $7.55M | Buy |
145,459
+2,303
| +2% | +$119K | 1.75% | 15 |
|
|
2014
Q2 | $7.52M | Buy |
143,156
+3,266
| +2% | +$172K | 1.74% | 15 |
|
|
2014
Q1 | $6.96M | Buy |
139,890
+5,206
| +4% | +$259K | 1.71% | 18 |
|
|
2013
Q4 | $6.12M | Buy |
134,684
+8,560
| +7% | +$389K | 1.54% | 19 |
|
|
2013
Q3 | $5.21M | Buy |
126,124
+768
| +0.6% | +$31.7K | 1.39% | 25 |
|
|
2013
Q2 | $5.17M | Buy |
+125,356
| New | +$5.17M | 1.44% | 26 |
|