Greenwood Gearhart’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 | $981K | Buy |
12,239
+8,649
| +241% | +$693K | 0.06% | 64 |
|
|
2025
Q1 | $258K | Sell |
3,590
-271
| -7% | -$19.5K | 0.02% | 97 |
|
|
2024
Q4 | $271K | Buy |
+3,861
| New | +$271K | 0.02% | 116 |
|
|
2024
Q1 | – | Sell |
-1,290
| Closed | -$63.3K | – | 283 |
|
|
2023
Q4 | $63.3K | Buy |
+1,290
| New | +$63.3K | 0.01% | 157 |
|
|
2022
Q2 | – | Sell |
-6,128
| Closed | -$297K | – | 99 |
|
|
2022
Q1 | $297K | Sell |
6,128
-123,434
| -95% | -$5.98M | 0.04% | 83 |
|
|
2021
Q4 | $6.22M | Buy |
129,562
+1,377
| +1% | +$66.1K | 0.86% | 46 |
|
|
2021
Q3 | $5.95M | Buy |
128,185
+4,626
| +4% | +$215K | 0.92% | 47 |
|
|
2021
Q2 | $5.6M | Buy |
123,559
+1,206
| +1% | +$54.6K | 0.9% | 48 |
|
|
2021
Q1 | $4.78M | Sell |
122,353
-625
| -0.5% | -$24.4K | 0.85% | 46 |
|
|
2020
Q4 | $3.71M | Buy |
122,978
+13,718
| +13% | +$414K | 0.72% | 46 |
|
|
2020
Q3 | $2.57M | Buy |
109,260
+7,061
| +7% | +$166K | 0.6% | 45 |
|
|
2020
Q2 | $2.62M | Buy |
102,199
+10,060
| +11% | +$258K | 0.69% | 46 |
|
|
2020
Q1 | $2.64M | Buy |
92,139
+5,891
| +7% | +$169K | 0.86% | 43 |
|
|
2019
Q4 | $4.64M | Buy |
86,248
+941
| +1% | +$50.6K | 1.2% | 40 |
|
|
2019
Q3 | $4.3M | Sell |
85,307
-77,928
| -48% | -$3.93M | 1.19% | 41 |
|
|
2019
Q2 | $7.72M | Buy |
163,235
+27,556
| +20% | +$1.3M | 2.07% | 18 |
|
|
2019
Q1 | $6.56M | Buy |
135,679
+3,704
| +3% | +$179K | 1.92% | 26 |
|
|
2018
Q4 | $6.08M | Buy |
131,975
+3,382
| +3% | +$156K | 2.03% | 24 |
|
|
2018
Q3 | $6.76M | Buy |
128,593
+6,684
| +5% | +$351K | 1.89% | 25 |
|
|
2018
Q2 | $6.76M | Buy |
121,909
+6,122
| +5% | +$339K | 2.02% | 23 |
|
|
2018
Q1 | $6.07M | Buy |
115,787
+10,555
| +10% | +$553K | 1.85% | 29 |
|
|
2017
Q4 | $6.38M | Buy |
105,232
+12,955
| +14% | +$786K | 2.03% | 27 |
|
|
2017
Q3 | $5.09M | Buy |
92,277
+9,253
| +11% | +$510K | 1.84% | 34 |
|
|
2017
Q2 | $4.6M | Buy |
83,024
+2,199
| +3% | +$122K | 1.76% | 35 |
|
|
2017
Q1 | $4.5M | Buy |
80,825
+6,559
| +9% | +$365K | 1.69% | 39 |
|
|
2016
Q4 | $4.09M | Sell |
74,266
-431
| -0.6% | -$23.8K | 1.67% | 37 |
|
|
2016
Q3 | $3.31M | Sell |
74,697
-567
| -0.8% | -$25.1K | 1.36% | 45 |
|
|
2016
Q2 | $3.56M | Buy |
75,264
+1,816
| +2% | +$85.9K | 1.51% | 43 |
|
|
2016
Q1 | $3.55M | Buy |
73,448
+5,090
| +7% | +$246K | 1.53% | 44 |
|
|
2015
Q4 | $3.72M | Buy |
68,358
+1,874
| +3% | +$102K | 1.66% | 40 |
|
|
2015
Q3 | $3.41M | Buy |
+66,484
| New | +$3.41M | 1.63% | 42 |
|