FCMC
Founders Capital Management (Connecticut)’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.3M | Sell |
290,525
-358
| -0.1% | -$28.7K | 3.96% | 6 |
|
|
2025
Q1 | $20.9M | Sell |
290,883
-3,630
| -1% | -$261K | 3.84% | 5 |
|
|
2024
Q4 | $20.7M | Sell |
294,513
-2,093
| -0.7% | -$147K | 3.63% | 6 |
|
|
2024
Q3 | $16.8M | Sell |
296,606
-2,878
| -1% | -$163K | 2.91% | 9 |
|
|
2024
Q2 | $17.8M | Sell |
299,484
-2,444
| -0.8% | -$145K | 3.19% | 9 |
|
|
2024
Q1 | $17.5M | Sell |
301,928
-339
| -0.1% | -$19.6K | 3.24% | 7 |
|
|
2023
Q4 | $14.9M | Sell |
302,267
-943
| -0.3% | -$46.4K | 3.05% | 9 |
|
|
2023
Q3 | $12.4M | Sell |
303,210
-5,207
| -2% | -$213K | 2.81% | 9 |
|
|
2023
Q2 | $13.2M | Sell |
308,417
-5,456
| -2% | -$233K | 2.93% | 9 |
|
|
2023
Q1 | $11.7M | Sell |
313,873
-515
| -0.2% | -$19.3K | 2.92% | 12 |
|
|
2022
Q4 | $13M | Sell |
314,388
-1,837
| -0.6% | -$75.9K | 3.49% | 7 |
|
|
2022
Q3 | $12.7M | Buy |
316,225
+1,053
| +0.3% | +$42.4K | 3.57% | 6 |
|
|
2022
Q2 | $12.3M | Sell |
315,172
-904
| -0.3% | -$35.4K | 3.16% | 9 |
|
|
2022
Q1 | $15.3M | Sell |
316,076
-1,529
| -0.5% | -$74.1K | 3.29% | 10 |
|
|
2021
Q4 | $15.2M | Sell |
317,605
-3,060
| -1% | -$147K | 3.3% | 10 |
|
|
2021
Q3 | $14.9M | Buy |
+320,665
| New | +$14.9M | 3.76% | 6 |
|
|
2019
Q1 | – | Sell |
-258,991
| Closed | -$11.9M | – | 57 |
|
|
2018
Q4 | $11.9M | Buy |
+258,991
| New | +$11.9M | 5.12% | 5 |
|