Gould Asset 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 | $381K | Hold |
4,757
| – | – | 0.07% | 119 |
|
|
2025
Q1 | $342K | Hold |
4,757
| – | – | 0.07% | 121 |
|
|
2024
Q4 | $334K | Hold |
4,757
| – | – | 0.07% | 126 |
|
|
2024
Q3 | $269K | Buy |
4,757
+600
| +14% | +$33.9K | 0.06% | 137 |
|
|
2024
Q2 | $247K | Hold |
4,157
| – | – | 0.06% | 141 |
|
|
2024
Q1 | $241K | Hold |
4,157
| – | – | 0.06% | 143 |
|
|
2023
Q4 | $205K | Buy |
+4,157
| New | +$205K | 0.05% | 151 |
|
|
2022
Q2 | – | Sell |
-4,212
| Closed | -$204K | – | 156 |
|
|
2022
Q1 | $204K | Sell |
4,212
-195
| -4% | -$9.44K | 0.06% | 136 |
|
|
2021
Q4 | $211K | Hold |
4,407
| – | – | 0.06% | 130 |
|
|
2021
Q3 | $205K | Sell |
4,407
-2,804
| -39% | -$130K | 0.06% | 127 |
|
|
2021
Q2 | $327K | Hold |
7,211
| – | – | 0.09% | 111 |
|
|
2021
Q1 | $282K | Sell |
7,211
-3,702
| -34% | -$145K | 0.09% | 117 |
|
|
2020
Q4 | $329K | Hold |
10,913
| – | – | 0.1% | 102 |
|
|
2020
Q3 | $257K | Buy |
10,913
+502
| +5% | +$11.8K | 0.09% | 102 |
|
|
2020
Q2 | $267K | Sell |
10,411
-126
| -1% | -$3.23K | 0.09% | 100 |
|
|
2020
Q1 | $302K | Buy |
10,537
+1,000
| +10% | +$28.7K | 0.12% | 88 |
|
|
2019
Q4 | $513K | Sell |
9,537
-309
| -3% | -$16.6K | 0.17% | 72 |
|
|
2019
Q3 | $497K | Sell |
9,846
-674
| -6% | -$34K | 0.18% | 68 |
|
|
2019
Q2 | $498K | Buy |
10,520
+950
| +10% | +$45K | 0.18% | 66 |
|
|
2019
Q1 | $462K | Sell |
9,570
-140
| -1% | -$6.76K | 0.17% | 73 |
|
|
2018
Q4 | $447K | Hold |
9,710
| – | – | 0.19% | 66 |
|
|
2018
Q3 | $510K | Sell |
9,710
-191
| -2% | -$10K | 0.2% | 66 |
|
|
2018
Q2 | $549K | Sell |
9,901
-500
| -5% | -$27.7K | 0.24% | 59 |
|
|
2018
Q1 | $545K | Sell |
10,401
-60
| -0.6% | -$3.14K | 0.24% | 58 |
|
|
2017
Q4 | $635K | Buy |
10,461
+1,000
| +11% | +$60.7K | 0.28% | 53 |
|
|
2017
Q3 | $522K | Hold |
9,461
| – | – | 0.23% | 60 |
|
|
2017
Q2 | $524K | Buy |
9,461
+978
| +12% | +$54.2K | 0.25% | 57 |
|
|
2017
Q1 | $472K | Sell |
8,483
-228
| -3% | -$12.7K | 0.24% | 59 |
|
|
2016
Q4 | $480K | Buy |
8,711
+50
| +0.6% | +$2.76K | 0.25% | 55 |
|
|
2016
Q3 | $384K | Hold |
8,661
| – | – | 0.21% | 67 |
|
|
2016
Q2 | $410K | Hold |
8,661
| – | – | 0.22% | 64 |
|
|
2016
Q1 | $419K | Sell |
8,661
-258
| -3% | -$12.5K | 0.23% | 59 |
|
|
2015
Q4 | $485K | Hold |
8,919
| – | – | 0.26% | 55 |
|
|
2015
Q3 | $458K | Sell |
8,919
-1,000
| -10% | -$51.4K | 0.26% | 60 |
|
|
2015
Q2 | $558K | Sell |
9,919
-63
| -0.6% | -$3.54K | 0.28% | 55 |
|
|
2015
Q1 | $543K | Buy |
9,982
+121
| +1% | +$6.58K | 0.27% | 53 |
|
|
2014
Q4 | $541K | Hold |
9,861
| – | – | 0.27% | 49 |
|
|
2014
Q3 | $511K | Hold |
9,861
| – | – | 0.25% | 50 |
|
|
2014
Q2 | $518K | Hold |
9,861
| – | – | 0.25% | 50 |
|
|
2014
Q1 | $490K | Buy |
9,861
+200
| +2% | +$9.94K | 0.26% | 51 |
|
|
2013
Q4 | $439K | Hold |
9,661
| – | – | 0.26% | 50 |
|
|
2013
Q3 | $399K | Hold |
9,661
| – | – | 0.25% | 53 |
|
|
2013
Q2 | $399K | Buy |
+9,661
| New | +$399K | 0.25% | 50 |
|