Grimes & Company’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 | $2.72M | Buy |
33,997
+1,987
| +6% | +$159K | 0.07% | 143 |
|
|
2025
Q1 | $2.3M | Sell |
32,010
-368
| -1% | -$26.4K | 0.07% | 138 |
|
|
2024
Q4 | $2.27M | Buy |
32,378
+700
| +2% | +$49.2K | 0.07% | 143 |
|
|
2024
Q3 | $1.79M | Buy |
31,678
+949
| +3% | +$53.6K | 0.05% | 154 |
|
|
2024
Q2 | $1.83M | Sell |
30,729
-138
| -0.4% | -$8.2K | 0.05% | 140 |
|
|
2024
Q1 | $1.79M | Sell |
30,867
-283
| -0.9% | -$16.4K | 0.06% | 144 |
|
|
2023
Q4 | $1.53M | Buy |
31,150
+3,072
| +11% | +$151K | 0.05% | 147 |
|
|
2023
Q3 | $1.15M | Buy |
28,078
+734
| +3% | +$30K | 0.04% | 153 |
|
|
2023
Q2 | $1.17M | Sell |
27,344
-3,561
| -12% | -$152K | 0.04% | 148 |
|
|
2023
Q1 | $1.16M | Buy |
30,905
+50
| +0.2% | +$1.87K | 0.05% | 146 |
|
|
2022
Q4 | $1.27M | Sell |
30,855
-1,517
| -5% | -$62.6K | 0.05% | 144 |
|
|
2022
Q3 | $1.3M | Buy |
32,372
+4
| +0% | +$161 | 0.07% | 126 |
|
|
2022
Q2 | $1.27M | Sell |
32,368
-214
| -0.7% | -$8.38K | 0.06% | 129 |
|
|
2022
Q1 | $1.58M | Hold |
32,582
| – | – | 0.08% | 130 |
|
|
2021
Q4 | $1.56M | Buy |
32,582
+65
| +0.2% | +$3.12K | 0.07% | 133 |
|
|
2021
Q3 | $1.51M | Sell |
32,517
-134
| -0.4% | -$6.22K | 0.07% | 130 |
|
|
2021
Q2 | $1.48M | Sell |
32,651
-360
| -1% | -$16.3K | 0.06% | 128 |
|
|
2021
Q1 | $1.29M | Buy |
33,011
+8,675
| +36% | +$339K | 0.06% | 130 |
|
|
2020
Q4 | $734K | Sell |
24,336
-3,324
| -12% | -$100K | 0.04% | 164 |
|
|
2020
Q3 | $650K | Sell |
27,660
-3,260
| -11% | -$76.6K | 0.04% | 157 |
|
|
2020
Q2 | $792K | Buy |
30,920
+674
| +2% | +$17.3K | 0.06% | 139 |
|
|
2020
Q1 | $868K | Sell |
30,246
-593
| -2% | -$17K | 0.08% | 121 |
|
|
2019
Q4 | $1.66M | Buy |
30,839
+273
| +0.9% | +$14.7K | 0.11% | 111 |
|
|
2019
Q3 | $1.54M | Sell |
30,566
-1,482
| -5% | -$74.7K | 0.11% | 108 |
|
|
2019
Q2 | $1.52M | Sell |
32,048
-459
| -1% | -$21.7K | 0.12% | 106 |
|
|
2019
Q1 | $1.57M | Sell |
32,507
-473
| -1% | -$22.8K | 0.12% | 101 |
|
|
2018
Q4 | $1.52M | Sell |
32,980
-1,446
| -4% | -$66.6K | 0.15% | 90 |
|
|
2018
Q3 | $1.81M | Buy |
34,426
+3
| +0% | +$158 | 0.14% | 95 |
|
|
2018
Q2 | $1.91M | Sell |
34,423
-329
| -0.9% | -$18.2K | 0.17% | 95 |
|
|
2018
Q1 | $1.82M | Buy |
34,752
+19,732
| +131% | +$1.03M | 0.18% | 94 |
|
|
2017
Q4 | $912K | Buy |
15,020
+8,262
| +122% | +$502K | 0.09% | 113 |
|
|
2017
Q3 | $373K | Buy |
6,758
+747
| +12% | +$41.2K | 0.04% | 154 |
|
|
2017
Q2 | $333K | Sell |
6,011
-1,417
| -19% | -$78.5K | 0.04% | 159 |
|
|
2017
Q1 | $413K | Buy |
7,428
+1,012
| +16% | +$56.3K | 0.05% | 147 |
|
|
2016
Q4 | $353K | Buy |
6,416
+1,100
| +21% | +$60.5K | 0.04% | 157 |
|
|
2016
Q3 | $235K | Sell |
5,316
-856
| -14% | -$37.8K | 0.03% | 178 |
|
|
2016
Q2 | $293K | Buy |
6,172
+556
| +10% | +$26.4K | 0.04% | 166 |
|
|
2016
Q1 | $272K | Sell |
5,616
-283
| -5% | -$13.7K | 0.04% | 160 |
|
|
2015
Q4 | $321K | Buy |
5,899
+599
| +11% | +$32.6K | 0.04% | 150 |
|
|
2015
Q3 | $272K | Buy |
5,300
+119
| +2% | +$6.11K | 0.04% | 150 |
|
|
2015
Q2 | $292K | Sell |
5,181
-144
| -3% | -$8.12K | 0.04% | 146 |
|
|
2015
Q1 | $290K | Buy |
+5,325
| New | +$290K | 0.07% | 122 |
|