FCMT
Founders Capital Management (Texas)’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Sell |
4,697
-245
| -5% | -$19.6K | 0.23% | 39 |
|
|
2025
Q1 | $355K | Hold |
4,942
| – | – | 0.23% | 41 |
|
|
2024
Q4 | $347K | Hold |
4,942
| – | – | 0.22% | 39 |
|
|
2024
Q3 | $279K | Hold |
4,942
| – | – | 0.17% | 47 |
|
|
2024
Q2 | $293K | Hold |
4,942
| – | – | 0.19% | 44 |
|
|
2024
Q1 | $286K | Sell |
4,942
-1,871
| -27% | -$108K | 0.19% | 41 |
|
|
2023
Q4 | $335K | Sell |
6,813
-51
| -0.7% | -$2.51K | 0.24% | 37 |
|
|
2023
Q3 | $280K | Buy |
6,864
+51
| +0.7% | +$2.08K | 0.21% | 40 |
|
|
2023
Q2 | $291K | Hold |
6,813
| – | – | 0.21% | 48 |
|
|
2023
Q1 | $255K | Hold |
6,813
| – | – | 0.2% | 49 |
|
|
2022
Q4 | $281K | Hold |
6,813
| – | – | 0.21% | 51 |
|
|
2022
Q3 | $274K | Buy |
6,813
+5,000
| +276% | +$201K | 0.22% | 49 |
|
|
2022
Q2 | $71K | Hold |
1,813
| – | – | 0.06% | 105 |
|
|
2022
Q1 | $87K | Hold |
1,813
| – | – | 0.06% | 95 |
|
|
2021
Q4 | $87K | Buy |
1,813
+110
| +6% | +$5.28K | 0.06% | 95 |
|
|
2021
Q3 | $79K | Hold |
1,703
| – | – | 0.05% | 97 |
|
|
2021
Q2 | $77K | Hold |
1,703
| – | – | 0.05% | 95 |
|
|
2021
Q1 | $67K | Sell |
1,703
-78,065
| -98% | -$3.07M | 0.05% | 94 |
|
|
2020
Q4 | $2.29M | Buy |
+79,768
| New | +$2.29M | 1.62% | 25 |
|
|
2020
Q1 | $2.24M | Buy |
78,065
+50
| +0.1% | +$1.44K | 2.32% | 19 |
|
|
2019
Q4 | $4.2M | Sell |
78,015
-60
| -0.1% | -$3.23K | 3.18% | 10 |
|
|
2019
Q3 | $3.94M | Hold |
78,075
| – | – | 3.15% | 9 |
|
|
2019
Q2 | $3.7M | Sell |
78,075
-140
| -0.2% | -$6.63K | 3.26% | 9 |
|
|
2019
Q1 | $3.78M | Buy |
78,215
+21,165
| +37% | +$1.02M | 3.54% | 7 |
|
|
2018
Q4 | $2.63M | Sell |
57,050
-330
| -0.6% | -$15.2K | 2.81% | 12 |
|
|
2018
Q3 | $3.02M | Buy |
57,380
+430
| +0.8% | +$22.6K | 2.49% | 14 |
|
|
2018
Q2 | $3.16M | Buy |
56,950
+2,850
| +5% | +$158K | 2.77% | 10 |
|
|
2018
Q1 | $2.84M | Buy |
54,100
+80
| +0.1% | +$4.19K | 2.39% | 10 |
|
|
2017
Q4 | $3.28M | Buy |
54,020
+90
| +0.2% | +$5.46K | 2.72% | 8 |
|
|
2017
Q3 | $2.97M | Buy |
53,930
+5,760
| +12% | +$318K | 2.46% | 8 |
|
|
2017
Q2 | $2.67M | Buy |
48,170
+1,467
| +3% | +$81.3K | 2.37% | 11 |
|
|
2017
Q1 | $2.6M | Buy |
+46,703
| New | +$2.6M | 2.34% | 11 |
|