IMS Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Buy |
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|
2025
Q1 | $3.5M | Sell |
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|
2024
Q4 | $3.45M | Hold |
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|
2024
Q3 | $2.78M | Hold |
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|
2024
Q2 | $2.76M | Hold |
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|
2024
Q1 | $2.85M | Sell |
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|
2023
Q4 | $3.02M | Hold |
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|
2023
Q3 | $2.5M | Hold |
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|
2023
Q2 | $2.62M | Sell |
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|
2023
Q1 | $2.3M | Sell |
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|
2022
Q4 | $2.57M | Sell |
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|
2022
Q3 | $2.55M | Buy |
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|
2022
Q2 | $2.47M | Buy |
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|
2022
Q1 | $2.54M | Buy |
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|
2021
Q4 | $2.34M | Hold |
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|
2021
Q3 | $2.27M | Buy |
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|
2021
Q2 | $2.18M | Sell |
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|
2021
Q1 | $1.92M | Sell |
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|
2020
Q4 | $1.7M | Buy |
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|
2020
Q3 | $704K | Buy |
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|
2020
Q2 | $764K | Buy |
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|
2020
Q1 | $782K | Buy |
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|
2019
Q4 | $599K | Sell |
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|
2019
Q3 | $781K | Sell |
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|
2019
Q2 | $937K | Sell |
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|
2019
Q1 | $958K | Sell |
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|
2018
Q4 | $919K | Sell |
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|
2018
Q3 | $1.08M | Sell |
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|
2018
Q2 | $1.14M | Buy |
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|
2018
Q1 | $1.13M | Hold |
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|
2017
Q4 | $1.13M | Buy |
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|
2017
Q3 | $239K | Buy |
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|
2017
Q2 | $240K | Buy |
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|
2017
Q1 | $241K | Sell |
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|
2016
Q4 | $1.36M | Buy |
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|
2016
Q3 | $212K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $283K | Buy |
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|
2015
Q4 | $259K | Sell |
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|
2015
Q3 | $303K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $246K | Sell |
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|
2013
Q2 | $975K | Buy |
|