Hanson & Doremus Investment 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 | $140K | Hold |
1,751
| – | – | 0.02% | 231 |
|
|
2025
Q1 | $126K | Buy |
1,751
+1,366
| +355% | +$98.3K | 0.02% | 232 |
|
|
2024
Q4 | $27K | Hold |
385
| – | – | ﹤0.01% | 351 |
|
|
2024
Q3 | $22K | Sell |
385
-75
| -16% | -$4.29K | ﹤0.01% | 354 |
|
|
2024
Q2 | $27K | Buy |
460
+54
| +13% | +$3.17K | ﹤0.01% | 350 |
|
|
2024
Q1 | $24K | Buy |
406
+95
| +31% | +$5.62K | ﹤0.01% | 359 |
|
|
2023
Q4 | $15K | Buy |
311
+16
| +5% | +$772 | ﹤0.01% | 384 |
|
|
2023
Q3 | $12K | Hold |
295
| – | – | ﹤0.01% | 382 |
|
|
2023
Q2 | $13K | Hold |
295
| – | – | ﹤0.01% | 393 |
|
|
2023
Q1 | $11K | Sell |
295
-41
| -12% | -$1.53K | ﹤0.01% | 420 |
|
|
2022
Q4 | $14K | Sell |
336
-146
| -30% | -$6.08K | ﹤0.01% | 429 |
|
|
2022
Q3 | $19K | Sell |
482
-214
| -31% | -$8.44K | ﹤0.01% | 386 |
|
|
2022
Q2 | $27K | Sell |
696
-9
| -1% | -$349 | 0.01% | 356 |
|
|
2022
Q1 | $34K | Buy |
705
+2
| +0.3% | +$96 | 0.01% | 352 |
|
|
2021
Q4 | $34K | Buy |
703
+1
| +0.1% | +$48 | 0.01% | 338 |
|
|
2021
Q3 | $33K | Buy |
702
+46
| +7% | +$2.16K | 0.01% | 324 |
|
|
2021
Q2 | $15K | Sell |
656
-43
| -6% | -$983 | ﹤0.01% | 345 |
|
|
2021
Q1 | $27K | Buy |
699
+42
| +6% | +$1.62K | 0.01% | 345 |
|
|
2020
Q4 | $20K | Buy |
657
+1
| +0.2% | +$30 | 0.01% | 358 |
|
|
2020
Q3 | $15K | Buy |
656
+2
| +0.3% | +$46 | ﹤0.01% | 345 |
|
|
2020
Q2 | $17K | Sell |
654
-216
| -25% | -$5.62K | 0.01% | 347 |
|
|
2020
Q1 | $25K | Hold |
870
| – | – | 0.01% | 320 |
|
|
2019
Q4 | $47K | Buy |
870
+600
| +222% | +$32.4K | 0.01% | 298 |
|
|
2019
Q3 | $14K | Sell |
270
-123
| -31% | -$6.38K | ﹤0.01% | 389 |
|
|
2019
Q2 | $19K | Sell |
393
-125
| -24% | -$6.04K | 0.01% | 373 |
|
|
2019
Q1 | $25K | Buy |
518
+125
| +32% | +$6.03K | 0.01% | 337 |
|
|
2018
Q4 | $18K | Hold |
393
| – | – | 0.01% | 346 |
|
|
2018
Q3 | $21K | Sell |
393
-35
| -8% | -$1.87K | 0.01% | 360 |
|
|
2018
Q2 | $24K | Buy |
428
+46
| +12% | +$2.58K | 0.01% | 360 |
|
|
2018
Q1 | $20K | Sell |
382
-18
| -5% | -$942 | 0.01% | 398 |
|
|
2017
Q4 | $24K | Hold |
400
| – | – | 0.01% | 370 |
|
|
2017
Q3 | $22K | Hold |
400
| – | – | 0.01% | 367 |
|
|
2017
Q2 | $22K | Hold |
400
| – | – | 0.01% | 361 |
|
|
2017
Q1 | $22K | Sell |
400
-195
| -33% | -$10.7K | 0.01% | 342 |
|
|
2016
Q4 | $32.8K | Hold |
595
| – | – | 0.01% | 291 |
|
|
2016
Q3 | $26K | Hold |
595
| – | – | 0.01% | 294 |
|
|
2016
Q2 | $28K | Sell |
595
-128
| -18% | -$6.02K | 0.01% | 282 |
|
|
2016
Q1 | $35K | Sell |
723
-18
| -2% | -$871 | 0.02% | 277 |
|
|
2015
Q4 | $40K | Hold |
741
| – | – | 0.02% | 279 |
|
|
2015
Q3 | $38K | Hold |
741
| – | – | 0.02% | 274 |
|
|
2015
Q2 | $42K | Buy |
741
+18
| +2% | +$1.02K | 0.02% | 272 |
|
|
2015
Q1 | $39K | Sell |
723
-280
| -28% | -$15.1K | 0.02% | 274 |
|
|
2014
Q4 | $55K | Buy |
1,003
+95
| +10% | +$5.21K | 0.02% | 251 |
|
|
2014
Q3 | $47K | Hold |
908
| – | – | 0.02% | 261 |
|
|
2014
Q2 | $48K | Hold |
908
| – | – | 0.02% | 260 |
|
|
2014
Q1 | $45K | Sell |
908
-510
| -36% | -$25.3K | 0.02% | 263 |
|
|
2013
Q4 | $64K | Hold |
1,418
| – | – | 0.03% | 236 |
|
|
2013
Q3 | $59K | Buy |
1,418
+108
| +8% | +$4.49K | 0.03% | 235 |
|
|
2013
Q2 | $54K | Buy |
+1,310
| New | +$54K | 0.03% | 235 |
|