Fruth Investment Management’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 | $474K | Hold |
5,918
| – | – | 0.13% | 140 |
|
|
2025
Q1 | $424K | Hold |
5,918
| – | – | 0.12% | 146 |
|
|
2024
Q4 | $415K | Sell |
5,918
-300
| -5% | -$21K | 0.11% | 151 |
|
|
2024
Q3 | $351K | Sell |
6,218
-200
| -3% | -$11.3K | 0.09% | 166 |
|
|
2024
Q2 | $381K | Sell |
6,418
-100
| -2% | -$5.94K | 0.1% | 158 |
|
|
2024
Q1 | $377K | Buy |
6,518
+200
| +3% | +$11.6K | 0.1% | 162 |
|
|
2023
Q4 | $310K | Hold |
6,318
| – | – | 0.09% | 174 |
|
|
2023
Q3 | $258K | Sell |
6,318
-100
| -2% | -$4.08K | 0.08% | 188 |
|
|
2023
Q2 | $273K | Hold |
6,418
| – | – | 0.08% | 190 |
|
|
2023
Q1 | $239K | Sell |
6,418
-400
| -6% | -$14.9K | 0.07% | 192 |
|
|
2022
Q4 | $281K | Hold |
6,818
| – | – | 0.08% | 188 |
|
|
2022
Q3 | $274K | Hold |
6,818
| – | – | 0.09% | 177 |
|
|
2022
Q2 | $341K | Hold |
6,818
| – | – | 0.09% | 182 |
|
|
2022
Q1 | $330K | Hold |
6,818
| – | – | 0.09% | 184 |
|
|
2021
Q4 | $327K | Sell |
6,818
-224
| -3% | -$10.7K | 0.09% | 180 |
|
|
2021
Q3 | $326K | Hold |
7,042
| – | – | 0.1% | 176 |
|
|
2021
Q2 | $318K | Sell |
7,042
-200
| -3% | -$9.03K | 0.1% | 177 |
|
|
2021
Q1 | $282K | Sell |
7,242
-200
| -3% | -$7.79K | 0.09% | 178 |
|
|
2020
Q4 | $224K | Buy |
+7,442
| New | +$224K | 0.08% | 186 |
|
|
2020
Q3 | – | Sell |
-7,942
| Closed | -$203K | – | 202 |
|
|
2020
Q2 | $203K | Sell |
7,942
-100
| -1% | -$2.56K | 0.09% | 167 |
|
|
2020
Q1 | $230K | Hold |
8,042
| – | – | 0.12% | 145 |
|
|
2019
Q4 | $432K | Hold |
8,042
| – | – | 0.16% | 124 |
|
|
2019
Q3 | $405K | Hold |
8,042
| – | – | 0.16% | 126 |
|
|
2019
Q2 | $380K | Sell |
8,042
-300
| -4% | -$14.2K | 0.15% | 131 |
|
|
2019
Q1 | $403K | Sell |
8,342
-600
| -7% | -$29K | 0.17% | 124 |
|
|
2018
Q4 | $412K | Sell |
8,942
-50
| -0.6% | -$2.3K | 0.19% | 118 |
|
|
2018
Q3 | $472K | Hold |
8,992
| – | – | 0.19% | 119 |
|
|
2018
Q2 | $498K | Sell |
8,992
-50
| -0.6% | -$2.77K | 0.21% | 116 |
|
|
2018
Q1 | $473K | Sell |
9,042
-200
| -2% | -$10.5K | 0.21% | 118 |
|
|
2017
Q4 | $560K | Hold |
9,242
| – | – | 0.24% | 113 |
|
|
2017
Q3 | $509K | Hold |
9,242
| – | – | 0.23% | 113 |
|
|
2017
Q2 | $512K | Sell |
9,242
-1,200
| -11% | -$66.5K | 0.24% | 112 |
|
|
2017
Q1 | $581K | Sell |
10,442
-510
| -5% | -$28.4K | 0.27% | 106 |
|
|
2016
Q4 | $603K | Hold |
10,952
| – | – | 0.28% | 102 |
|
|
2016
Q3 | $484K | Sell |
10,952
-1,400
| -11% | -$61.9K | 0.24% | 109 |
|
|
2016
Q2 | $584K | Buy |
12,352
+335
| +3% | +$15.8K | 0.28% | 102 |
|
|
2016
Q1 | $581K | Hold |
12,017
| – | – | 0.29% | 102 |
|
|
2015
Q4 | $653K | Sell |
12,017
-100
| -0.8% | -$5.43K | 0.33% | 90 |
|
|
2015
Q3 | $622K | Sell |
12,117
-100
| -0.8% | -$5.13K | 0.32% | 92 |
|
|
2015
Q2 | $687K | Hold |
12,217
| – | – | 0.32% | 93 |
|
|
2015
Q1 | $664K | Hold |
12,217
| – | – | 0.29% | 103 |
|
|
2014
Q4 | $669K | Sell |
12,217
-364
| -3% | -$19.9K | 0.28% | 107 |
|
|
2014
Q3 | $652K | Buy |
12,581
+225
| +2% | +$11.7K | 0.29% | 103 |
|
|
2014
Q2 | $648K | Sell |
12,356
-92
| -0.7% | -$4.83K | 0.3% | 102 |
|
|
2014
Q1 | $611K | Sell |
12,448
-87
| -0.7% | -$4.27K | 0.29% | 106 |
|
|
2013
Q4 | $569K | Buy |
12,535
+341
| +3% | +$15.5K | 0.27% | 110 |
|
|
2013
Q3 | $503K | Sell |
12,194
-300
| -2% | -$12.4K | 0.26% | 109 |
|
|
2013
Q2 | $515K | Buy |
+12,494
| New | +$515K | 0.29% | 104 |
|