Gilbert & Cook’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 | $1.75M | Sell |
21,848
-2,380
| -10% | -$191K | 0.24% | 34 |
|
|
2025
Q1 | $1.74M | Sell |
24,228
-1,161
| -5% | -$83.3K | 0.25% | 32 |
|
|
2024
Q4 | $1.78M | Buy |
25,389
+10,025
| +65% | +$704K | 0.25% | 32 |
|
|
2024
Q3 | $868K | Buy |
15,364
+27
| +0.2% | +$1.53K | 0.12% | 79 |
|
|
2024
Q2 | $911K | Hold |
15,337
| – | – | 0.13% | 73 |
|
|
2024
Q1 | $889K | Buy |
15,337
+11
| +0.1% | +$638 | 0.12% | 79 |
|
|
2023
Q4 | $754K | Sell |
15,326
-500
| -3% | -$24.6K | 0.11% | 88 |
|
|
2023
Q3 | $647K | Buy |
15,826
+500
| +3% | +$20.4K | 0.1% | 91 |
|
|
2023
Q2 | $654K | Sell |
15,326
-2,597
| -14% | -$111K | 0.1% | 82 |
|
|
2023
Q1 | $670K | Sell |
17,923
-106
| -0.6% | -$3.96K | 0.12% | 74 |
|
|
2022
Q4 | $744K | Hold |
18,029
| – | – | 0.14% | 66 |
|
|
2022
Q3 | $845K | Buy |
18,029
+106
| +0.6% | +$4.97K | 0.19% | 50 |
|
|
2022
Q2 | $702K | Sell |
17,923
-10,609
| -37% | -$416K | 0.13% | 67 |
|
|
2022
Q1 | $1.38M | Sell |
28,532
-844
| -3% | -$40.9K | 0.22% | 34 |
|
|
2021
Q4 | $1.41M | Buy |
29,376
+738
| +3% | +$35.4K | 0.23% | 31 |
|
|
2021
Q3 | $1.33M | Buy |
28,638
+140
| +0.5% | +$6.5K | 0.24% | 33 |
|
|
2021
Q2 | $1.29M | Sell |
28,498
-11,870
| -29% | -$538K | 0.23% | 35 |
|
|
2021
Q1 | $1.58M | Buy |
40,368
+221
| +0.6% | +$8.63K | 0.31% | 27 |
|
|
2020
Q4 | $1.21M | Sell |
40,147
-134
| -0.3% | -$4.05K | 0.26% | 32 |
|
|
2020
Q3 | $947K | Buy |
40,281
+1,211
| +3% | +$28.5K | 0.22% | 36 |
|
|
2020
Q2 | $1M | Sell |
39,070
-1,793
| -4% | -$45.9K | 0.25% | 32 |
|
|
2020
Q1 | $1.17M | Buy |
40,863
+306
| +0.8% | +$8.78K | 0.34% | 31 |
|
|
2019
Q4 | $2.18M | Sell |
40,557
-63
| -0.2% | -$3.39K | 0.53% | 20 |
|
|
2019
Q3 | $2.05M | Buy |
40,620
+173
| +0.4% | +$8.73K | 0.57% | 22 |
|
|
2019
Q2 | $1.91M | Buy |
40,447
+225
| +0.6% | +$10.6K | 0.56% | 24 |
|
|
2019
Q1 | $1.94M | Buy |
40,222
+259
| +0.6% | +$12.5K | 0.59% | 24 |
|
|
2018
Q4 | $1.84M | Sell |
39,963
-93
| -0.2% | -$4.28K | 0.65% | 25 |
|
|
2018
Q3 | $2.11M | Sell |
40,056
-1,784
| -4% | -$93.8K | 0.65% | 24 |
|
|
2018
Q2 | $2.32M | Buy |
41,840
+433
| +1% | +$24K | 0.78% | 24 |
|
|
2018
Q1 | $2.17M | Sell |
41,407
-46
| -0.1% | -$2.41K | 0.76% | 25 |
|
|
2017
Q4 | $2.52M | Sell |
41,453
-30
| -0.1% | -$1.82K | 0.88% | 20 |
|
|
2017
Q3 | $2.29M | Sell |
41,483
-4,514
| -10% | -$249K | 0.84% | 21 |
|
|
2017
Q2 | $2.55M | Buy |
45,997
+4,862
| +12% | +$269K | 0.9% | 18 |
|
|
2017
Q1 | $2.29M | Buy |
41,135
+13,021
| +46% | +$725K | 0.94% | 21 |
|
|
2016
Q4 | $1.55M | Buy |
+28,114
| New | +$1.55M | 0.68% | 24 |
|