Founders Capital Management (Texas)’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Sell |
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|
2025
Q1 | $355K | Hold |
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|
2024
Q4 | $347K | Hold |
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|
2024
Q3 | $279K | Hold |
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|
2024
Q2 | $293K | Hold |
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|
2024
Q1 | $286K | Sell |
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|
2023
Q4 | $335K | Sell |
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|
2023
Q3 | $280K | Buy |
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|
2023
Q2 | $291K | Hold |
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|
2023
Q1 | $255K | Hold |
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|
2022
Q4 | $281K | Hold |
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|
2022
Q3 | $274K | Buy |
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|
2022
Q2 | $71K | Hold |
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|
2022
Q1 | $87K | Hold |
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|
2021
Q4 | $87K | Buy |
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|
2021
Q3 | $79K | Hold |
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|
2021
Q2 | $77K | Hold |
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|
2021
Q1 | $67K | Sell |
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|
2020
Q4 | $2.29M | Buy |
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|
2020
Q1 | $2.24M | Buy |
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|
2019
Q4 | $4.2M | Sell |
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|
2019
Q3 | $3.94M | Hold |
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|
2019
Q2 | $3.69M | Sell |
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|
2019
Q1 | $3.78M | Buy |
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|
2018
Q4 | $2.63M | Sell |
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|
2018
Q3 | $3.02M | Buy |
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|
2018
Q2 | $3.16M | Buy |
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|
2018
Q1 | $2.83M | Buy |
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|
2017
Q4 | $3.28M | Buy |
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|
2017
Q3 | $2.97M | Buy |
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|
2017
Q2 | $2.67M | Buy |
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|
2017
Q1 | $2.6M | Buy |
|