Investment House LLC’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,200
| Closed | -$205K | – | 236 |
|
|
2025
Q4 | $205K | Buy |
+2,200
| New | +$191K | 0.01% | 209 |
|
|
2024
Q3 | – | Sell |
-4,254
| Closed | -$253K | – | 220 |
|
|
2024
Q2 | $253K | Buy |
4,254
+200
| +5% | +$11.8K | 0.01% | 189 |
|
|
2024
Q1 | $235K | Buy |
+4,054
| New | +$212K | 0.01% | 203 |
|
|
2021
Q1 | – | Sell |
-10,356
| Closed | -$313K | – | 225 |
|
|
2020
Q4 | $313K | Buy |
+10,356
| New | +$268K | 0.02% | 190 |
|
|
2020
Q2 | – | Sell |
-7,030
| Closed | -$202K | – | 198 |
|
|
2020
Q1 | $202K | Sell |
7,030
-500
| -7% | -$21.3K | 0.02% | 165 |
|
|
2019
Q4 | $405K | Buy |
7,530
+276
| +4% | +$14.5K | 0.04% | 167 |
|
|
2019
Q3 | $366K | Sell |
7,254
-6,024
| -45% | -$284K | 0.04% | 154 |
|
|
2019
Q2 | $628K | Buy |
13,278
+5,924
| +81% | +$277K | 0.07% | 128 |
|
|
2019
Q1 | $355K | Buy |
7,354
+1
| +0% | +$49 | 0.04% | 152 |
|
|
2018
Q4 | $339K | Sell |
7,353
-21,902
| -75% | -$1.12M | 0.04% | 142 |
|
|
2018
Q3 | $1.54M | Buy |
29,255
+20,432
| +232% | +$1.17M | 0.16% | 97 |
|
|
2018
Q2 | $489K | Buy |
8,823
+2,055
| +30% | +$110K | 0.06% | 137 |
|
|
2018
Q1 | $355K | Sell |
6,768
-122
| -2% | -$7.25K | 0.04% | 150 |
|
|
2017
Q4 | $418K | Sell |
6,890
-15,445
| -69% | -$872K | 0.05% | 146 |
|
|
2017
Q3 | $1.23M | Buy |
22,335
+15,060
| +207% | +$800K | 0.16% | 98 |
|
|
2017
Q2 | $403K | Sell |
7,275
-400
| -5% | -$21.4K | 0.05% | 153 |
|
|
2017
Q1 | $427K | Hold |
7,675
| – | – | 0.06% | 148 |
|
|
2016
Q4 | $423K | Sell |
7,675
-900
| -10% | -$45.3K | 0.06% | 143 |
|
|
2016
Q3 | $380K | Sell |
8,575
-920
| -10% | -$44K | 0.06% | 154 |
|
|
2016
Q2 | $449K | Buy |
9,495
+950
| +11% | +$46.3K | 0.07% | 142 |
|
|
2016
Q1 | $413K | Buy |
8,545
+750
| +10% | +$36.7K | 0.07% | 142 |
|
|
2015
Q4 | $424K | Buy |
7,795
+1,400
| +22% | +$76K | 0.07% | 133 |
|
|
2015
Q3 | $328K | Buy |
6,395
+900
| +16% | +$49.5K | 0.06% | 138 |
|
|
2015
Q2 | $309K | Buy |
5,495
+300
| +6% | +$16.7K | 0.05% | 141 |
|
|
2015
Q1 | $282K | Hold |
5,195
| – | – | 0.05% | 140 |
|
|
2014
Q4 | $285K | Hold |
5,195
| – | – | 0.05% | 141 |
|
|
2014
Q3 | $269K | Sell |
5,195
-175
| -3% | -$9K | 0.04% | 139 |
|
|
2014
Q2 | $282K | Hold |
5,370
| – | – | 0.05% | 136 |
|
|
2014
Q1 | $267K | Buy |
5,370
+445
| +9% | +$20.7K | 0.05% | 135 |
|
|
2013
Q4 | $224K | Buy |
+4,925
| New | +$213K | 0.04% | 141 |
|
Other funds holding WFC
VCM
VPM
Investment House LLC's WFC Position: Q1 2026 in Review
Investment House LLC sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,200 shares — an estimated $205K sold.
Investment House LLC first reported a position in WFC in Q4 2013 and held it in 30 quarters. The position peaked at $1.54M in Q3 2018. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Investment House LLC reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
- Investment House LLC sold 2,200 Wells Fargo shares in Q1 2026, an estimated $205K.
- Investment House LLC first reported a position in Wells Fargo in Q4 2013 and held it in 30 quarters.
- Investment House LLC's Wells Fargo position peaked at $1.54M in Q3 2018.
- 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Investment House LLC's 13F filing for Q1 2026, filed 29 Apr 2026.