Greatmark Investment Partners’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 | $1M | Sell |
12,523
-2,520
| -17% | -$202K | 0.13% | 78 |
|
|
2025
Q1 | $1.08M | Sell |
15,043
-1,605
| -10% | -$115K | 0.15% | 74 |
|
|
2024
Q4 | $1.17M | Sell |
16,648
-1,625
| -9% | -$114K | 0.16% | 75 |
|
|
2024
Q3 | $1.03M | Buy |
18,273
+800
| +5% | +$45.2K | 0.14% | 74 |
|
|
2024
Q2 | $1.04M | Hold |
17,473
| – | – | 0.15% | 70 |
|
|
2024
Q1 | $1.01M | Sell |
17,473
-249
| -1% | -$14.4K | 0.14% | 73 |
|
|
2023
Q4 | $872K | Buy |
17,722
+374
| +2% | +$18.4K | 0.14% | 73 |
|
|
2023
Q3 | $709K | Sell |
17,348
-460
| -3% | -$18.8K | 0.13% | 75 |
|
|
2023
Q2 | $760K | Sell |
17,808
-310,869
| -95% | -$13.3M | 0.13% | 79 |
|
|
2023
Q1 | $12.3M | Sell |
328,677
-4,250
| -1% | -$159K | 2.19% | 16 |
|
|
2022
Q4 | $13.7M | Sell |
332,927
-13,913
| -4% | -$574K | 2.51% | 15 |
|
|
2022
Q3 | $14M | Buy |
346,840
+9,320
| +3% | +$375K | 2.69% | 14 |
|
|
2022
Q2 | $13.2M | Buy |
337,520
+20,669
| +7% | +$810K | 2.54% | 15 |
|
|
2022
Q1 | $15.4M | Buy |
316,851
+9,950
| +3% | +$482K | 2.52% | 13 |
|
|
2021
Q4 | $14.7M | Buy |
306,901
+1,413
| +0.5% | +$67.8K | 2.47% | 14 |
|
|
2021
Q3 | $14.2M | Buy |
305,488
+8,520
| +3% | +$395K | 2.66% | 14 |
|
|
2021
Q2 | $13.5M | Buy |
296,968
+10,255
| +4% | +$464K | 2.43% | 15 |
|
|
2021
Q1 | $11.2M | Buy |
286,713
+400
| +0.1% | +$15.6K | 2.19% | 19 |
|
|
2020
Q4 | $8.64M | Sell |
286,313
-32,324
| -10% | -$976K | 1.87% | 20 |
|
|
2020
Q3 | $7.49M | Buy |
318,637
+81,393
| +34% | +$1.91M | 1.88% | 17 |
|
|
2020
Q2 | $6.07M | Buy |
237,244
+46,043
| +24% | +$1.18M | 1.6% | 20 |
|
|
2020
Q1 | $5.49M | Buy |
191,201
+32,405
| +20% | +$930K | 1.76% | 18 |
|
|
2019
Q4 | $8.54M | Buy |
158,796
+15,973
| +11% | +$859K | 2.11% | 18 |
|
|
2019
Q3 | $7.2M | Buy |
142,823
+12,113
| +9% | +$611K | 1.97% | 21 |
|
|
2019
Q2 | $6.19M | Buy |
130,710
+12,872
| +11% | +$609K | 1.85% | 19 |
|
|
2019
Q1 | $5.69M | Buy |
117,838
+4,769
| +4% | +$230K | 1.8% | 20 |
|
|
2018
Q4 | $5.21M | Buy |
113,069
+18,651
| +20% | +$859K | 1.87% | 20 |
|
|
2018
Q3 | $4.96M | Buy |
94,418
+6,660
| +8% | +$350K | 1.56% | 23 |
|
|
2018
Q2 | $4.87M | Buy |
87,758
+3,315
| +4% | +$184K | 1.68% | 21 |
|
|
2018
Q1 | $4.43M | Buy |
84,443
+5,072
| +6% | +$266K | 1.61% | 20 |
|
|
2017
Q4 | $4.82M | Sell |
79,371
-2,545
| -3% | -$154K | 1.75% | 21 |
|
|
2017
Q3 | $4.52M | Buy |
81,916
+3,505
| +4% | +$193K | 1.73% | 20 |
|
|
2017
Q2 | $4.35M | Buy |
78,411
+5,775
| +8% | +$320K | 1.74% | 21 |
|
|
2017
Q1 | $4.04M | Buy |
72,636
+1,105
| +2% | +$61.5K | 1.66% | 20 |
|
|
2016
Q4 | $3.94M | Buy |
71,531
+3,584
| +5% | +$198K | 1.66% | 21 |
|
|
2016
Q3 | $3.01M | Buy |
67,947
+1,580
| +2% | +$70K | 1.31% | 23 |
|
|
2016
Q2 | $3.14M | Buy |
66,367
+2,680
| +4% | +$127K | 1.4% | 22 |
|
|
2016
Q1 | $3.08M | Buy |
63,687
+4,531
| +8% | +$219K | 1.39% | 23 |
|
|
2015
Q4 | $3.22M | Buy |
59,156
+299
| +0.5% | +$16.3K | 1.41% | 24 |
|
|
2015
Q3 | $3.02M | Buy |
58,857
+957
| +2% | +$49.1K | 1.4% | 24 |
|
|
2015
Q2 | $3.26M | Sell |
57,900
-101
| -0.2% | -$5.68K | 1.39% | 27 |
|
|
2015
Q1 | $3.16M | Buy |
58,001
+4
| +0% | +$218 | 1.35% | 28 |
|
|
2014
Q4 | $3.18M | Sell |
57,997
-673
| -1% | -$36.9K | 1.36% | 24 |
|
|
2014
Q3 | $3.04M | Sell |
58,670
-350
| -0.6% | -$18.2K | 1.41% | 24 |
|
|
2014
Q2 | $3.1M | Sell |
59,020
-218
| -0.4% | -$11.5K | 1.3% | 27 |
|
|
2014
Q1 | $2.95M | Buy |
59,238
+7
| +0% | +$348 | 1.31% | 25 |
|
|
2013
Q4 | $2.69M | Buy |
59,231
+108
| +0.2% | +$4.9K | 1.27% | 25 |
|
|
2013
Q3 | $2.44M | Buy |
59,123
+7
| +0% | +$289 | 1.27% | 24 |
|
|
2013
Q2 | $2.44M | Buy |
+59,116
| New | +$2.44M | 1.57% | 19 |
|