Gables Capital 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 | $188K | Buy |
2,350
+150
| +7% | +$12K | 0.09% | 127 |
|
|
2025
Q1 | $158K | Hold |
2,200
| – | – | 0.08% | 140 |
|
|
2024
Q4 | $155K | Hold |
2,200
| – | – | 0.07% | 142 |
|
|
2024
Q3 | $124K | Hold |
2,200
| – | – | 0.06% | 149 |
|
|
2024
Q2 | $131K | Buy |
2,200
+400
| +22% | +$23.8K | 0.07% | 144 |
|
|
2024
Q1 | $104K | Hold |
1,800
| – | – | 0.06% | 152 |
|
|
2023
Q4 | $88.6K | Hold |
1,800
| – | – | 0.06% | 160 |
|
|
2023
Q3 | $73.5K | Sell |
1,800
-420
| -19% | -$17.2K | 0.05% | 161 |
|
|
2023
Q2 | $94.8K | Buy |
2,220
+300
| +16% | +$12.8K | 0.06% | 153 |
|
|
2023
Q1 | $71.8K | Buy |
1,920
+120
| +7% | +$4.49K | 0.05% | 164 |
|
|
2022
Q4 | $74.3K | Hold |
1,800
| – | – | 0.05% | 165 |
|
|
2022
Q3 | $72K | Hold |
1,800
| – | – | 0.06% | 164 |
|
|
2022
Q2 | $71K | Hold |
1,800
| – | – | 0.05% | 174 |
|
|
2022
Q1 | $87K | Hold |
1,800
| – | – | 0.05% | 170 |
|
|
2021
Q4 | $86K | Hold |
1,800
| – | – | 0.05% | 169 |
|
|
2021
Q3 | $84K | Hold |
1,800
| – | – | 0.05% | 168 |
|
|
2021
Q2 | $82K | Hold |
1,800
| – | – | 0.06% | 166 |
|
|
2021
Q1 | $70K | Hold |
1,800
| – | – | 0.04% | 186 |
|
|
2020
Q4 | $54K | Sell |
1,800
-600
| -25% | -$18K | 0.03% | 197 |
|
|
2020
Q3 | $56K | Hold |
2,400
| – | – | 0.04% | 185 |
|
|
2020
Q2 | $61K | Buy |
2,400
+377
| +19% | +$9.58K | 0.04% | 176 |
|
|
2020
Q1 | $58K | Buy |
2,023
+223
| +12% | +$6.39K | 0.05% | 171 |
|
|
2019
Q4 | $97K | Hold |
1,800
| – | – | 0.07% | 161 |
|
|
2019
Q3 | $91K | Hold |
1,800
| – | – | 0.06% | 166 |
|
|
2019
Q2 | $85K | Hold |
1,800
| – | – | 0.07% | 154 |
|
|
2019
Q1 | $87K | Hold |
1,800
| – | – | 0.07% | 148 |
|
|
2018
Q4 | $83K | Sell |
1,800
-200
| -10% | -$9.22K | 0.07% | 142 |
|
|
2018
Q3 | $105K | Hold |
2,000
| – | – | 0.08% | 138 |
|
|
2018
Q2 | $111K | Buy |
2,000
+200
| +11% | +$11.1K | 0.09% | 126 |
|
|
2018
Q1 | $94K | Buy |
+1,800
| New | +$94K | 0.08% | 143 |
|