Grandfield & Dodd’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,898
| Closed | -$204K | – | 205 |
|
|
2024
Q4 | $204K | Buy |
+2,898
| New | +$204K | 0.01% | 202 |
|
|
2023
Q3 | – | Sell |
-4,878
| Closed | -$208K | – | 195 |
|
|
2023
Q2 | $208K | Buy |
+4,878
| New | +$208K | 0.01% | 191 |
|
|
2023
Q1 | – | Sell |
-4,896
| Closed | -$202K | – | 194 |
|
|
2022
Q4 | $202K | Sell |
4,896
-380
| -7% | -$15.7K | 0.01% | 189 |
|
|
2022
Q3 | $210K | Sell |
5,276
-1,340
| -20% | -$53.3K | 0.02% | 181 |
|
|
2022
Q2 | $260K | Hold |
6,616
| – | – | 0.02% | 170 |
|
|
2022
Q1 | $320K | Sell |
6,616
-76
| -1% | -$3.68K | 0.02% | 168 |
|
|
2021
Q4 | $320K | Sell |
6,692
-150
| -2% | -$7.17K | 0.02% | 168 |
|
|
2021
Q3 | $320K | Hold |
6,842
| – | – | 0.02% | 169 |
|
|
2021
Q2 | $310K | Sell |
6,842
-200
| -3% | -$9.06K | 0.02% | 164 |
|
|
2021
Q1 | $280K | Buy |
+7,042
| New | +$280K | 0.02% | 164 |
|
|
2020
Q1 | – | Sell |
-6,109
| Closed | -$329K | – | 187 |
|
|
2019
Q4 | $329K | Hold |
6,109
| – | – | 0.03% | 147 |
|
|
2019
Q3 | $308K | Sell |
6,109
-2,000
| -25% | -$101K | 0.03% | 147 |
|
|
2019
Q2 | $384K | Sell |
8,109
-196
| -2% | -$9.28K | 0.04% | 140 |
|
|
2019
Q1 | $401K | Buy |
8,305
+196
| +2% | +$9.46K | 0.04% | 139 |
|
|
2018
Q4 | $374K | Sell |
8,109
-203
| -2% | -$9.36K | 0.04% | 136 |
|
|
2018
Q3 | $437K | Sell |
8,312
-5,048
| -38% | -$265K | 0.05% | 138 |
|
|
2018
Q2 | $741K | Buy |
13,360
+108
| +0.8% | +$5.99K | 0.08% | 108 |
|
|
2018
Q1 | $695K | Sell |
13,252
-4,937
| -27% | -$259K | 0.08% | 107 |
|
|
2017
Q4 | $1.1M | Buy |
18,189
+59
| +0.3% | +$3.58K | 0.12% | 91 |
|
|
2017
Q3 | $1M | Buy |
18,130
+340
| +2% | +$18.8K | 0.11% | 96 |
|
|
2017
Q2 | $986K | Buy |
17,790
+2,317
| +15% | +$128K | 0.12% | 94 |
|
|
2017
Q1 | $861K | Sell |
15,473
-611
| -4% | -$34K | 0.11% | 98 |
|
|
2016
Q4 | $886K | Sell |
16,084
-4,209
| -21% | -$232K | 0.11% | 97 |
|
|
2016
Q3 | $899K | Buy |
20,293
+5,010
| +33% | +$222K | 0.12% | 93 |
|
|
2016
Q2 | $723K | Buy |
15,283
+611
| +4% | +$28.9K | 0.1% | 97 |
|
|
2016
Q1 | $710K | Buy |
14,672
+2,466
| +20% | +$119K | 0.1% | 92 |
|
|
2015
Q4 | $664K | Hold |
12,206
| – | – | 0.1% | 94 |
|
|
2015
Q3 | $627K | Sell |
12,206
-200
| -2% | -$10.3K | 0.11% | 96 |
|
|
2015
Q2 | $698K | Buy |
12,406
+1,371
| +12% | +$77.1K | 0.11% | 94 |
|
|
2015
Q1 | $600K | Buy |
11,035
+681
| +7% | +$37K | 0.09% | 97 |
|
|
2014
Q4 | $568K | Sell |
10,354
-627
| -6% | -$34.4K | 0.09% | 103 |
|
|
2014
Q3 | $570K | Buy |
10,981
+141
| +1% | +$7.32K | 0.09% | 105 |
|
|
2014
Q2 | $570K | Buy |
10,840
+315
| +3% | +$16.6K | 0.09% | 112 |
|
|
2014
Q1 | $524K | Buy |
10,525
+2,021
| +24% | +$101K | 0.08% | 115 |
|
|
2013
Q4 | $386K | Sell |
8,504
-1,100
| -11% | -$49.9K | 0.06% | 127 |
|
|
2013
Q3 | $397K | Sell |
9,604
-48
| -0.5% | -$1.98K | 0.07% | 125 |
|
|
2013
Q2 | $398K | Buy |
+9,652
| New | +$398K | 0.08% | 122 |
|