Investors Asset Management of Georgia’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 | $1.51M | Buy |
18,804
+23
| +0.1% | +$1.84K | 0.7% | 42 |
|
|
2025
Q1 | $1.35M | Sell |
18,781
-740
| -4% | -$53.1K | 0.68% | 44 |
|
|
2024
Q4 | $1.37M | Sell |
19,521
-93
| -0.5% | -$6.53K | 0.67% | 45 |
|
|
2024
Q3 | $1.11M | Buy |
19,614
+59
| +0.3% | +$3.33K | 0.52% | 58 |
|
|
2024
Q2 | $1.16M | Sell |
19,555
-492
| -2% | -$29.2K | 0.57% | 55 |
|
|
2024
Q1 | $1.16M | Sell |
20,047
-1,652
| -8% | -$95.8K | 0.55% | 56 |
|
|
2023
Q4 | $1.06M | Sell |
21,699
-527
| -2% | -$25.8K | 0.54% | 59 |
|
|
2023
Q3 | $879K | Sell |
22,226
-656
| -3% | -$26K | 0.49% | 61 |
|
|
2023
Q2 | $977K | Buy |
22,882
+327
| +1% | +$14K | 0.5% | 59 |
|
|
2023
Q1 | $843K | Sell |
22,555
-98
| -0.4% | -$3.66K | 0.45% | 63 |
|
|
2022
Q4 | $935K | Buy |
22,653
+152
| +0.7% | +$6.28K | 0.49% | 62 |
|
|
2022
Q3 | $905K | Buy |
22,501
+811
| +4% | +$32.6K | 0.47% | 58 |
|
|
2022
Q2 | $850K | Buy |
21,690
+1
| +0% | +$39 | 0.44% | 61 |
|
|
2022
Q1 | $1.05M | Buy |
21,689
+252
| +1% | +$12.2K | 0.53% | 56 |
|
|
2021
Q4 | $1.03M | Sell |
21,437
-409
| -2% | -$19.6K | 0.49% | 56 |
|
|
2021
Q3 | $1.01M | Sell |
21,846
-1,299
| -6% | -$60.3K | 0.53% | 55 |
|
|
2021
Q2 | $1.05M | Buy |
23,145
+1,540
| +7% | +$69.7K | 0.56% | 52 |
|
|
2021
Q1 | $844K | Buy |
21,605
+4,050
| +23% | +$158K | 0.49% | 60 |
|
|
2020
Q4 | $530K | Sell |
17,555
-2,993
| -15% | -$90.4K | 0.36% | 66 |
|
|
2020
Q3 | $483K | Buy |
20,548
+1,150
| +6% | +$27K | 0.32% | 73 |
|
|
2020
Q2 | $497K | Buy |
19,398
+1,789
| +10% | +$45.8K | 0.35% | 64 |
|
|
2020
Q1 | $505K | Buy |
17,609
+1,525
| +9% | +$43.7K | 0.41% | 55 |
|
|
2019
Q4 | $865K | Buy |
16,084
+671
| +4% | +$36.1K | 0.53% | 45 |
|
|
2019
Q3 | $777K | Hold |
15,413
| – | – | 0.5% | 53 |
|
|
2019
Q2 | $729K | Sell |
15,413
-90
| -0.6% | -$4.26K | 0.49% | 56 |
|
|
2019
Q1 | $749K | Buy |
15,503
+2
| +0% | +$97 | 0.52% | 51 |
|
|
2018
Q4 | $714K | Sell |
15,501
-150
| -1% | -$6.91K | 0.58% | 52 |
|
|
2018
Q3 | $823K | Buy |
15,651
+350
| +2% | +$18.4K | 0.57% | 50 |
|
|
2018
Q2 | $848K | Sell |
15,301
-732
| -5% | -$40.6K | 0.62% | 48 |
|
|
2018
Q1 | $840K | Buy |
16,033
+100
| +0.6% | +$5.24K | 0.62% | 46 |
|
|
2017
Q4 | $967K | Buy |
15,933
+529
| +3% | +$32.1K | 0.69% | 40 |
|
|
2017
Q3 | $850K | Sell |
15,404
-835
| -5% | -$46.1K | 0.63% | 43 |
|
|
2017
Q2 | $900K | Sell |
16,239
-350
| -2% | -$19.4K | 0.62% | 35 |
|
|
2017
Q1 | $923K | Sell |
16,589
-363
| -2% | -$20.2K | 0.64% | 36 |
|
|
2016
Q4 | $934K | Sell |
16,952
-425
| -2% | -$23.4K | 0.69% | 36 |
|
|
2016
Q3 | $769K | Sell |
17,377
-1,800
| -9% | -$79.7K | 0.58% | 36 |
|
|
2016
Q2 | $908K | Sell |
19,177
-400
| -2% | -$18.9K | 0.71% | 33 |
|
|
2016
Q1 | $947K | Sell |
19,577
-69
| -0.4% | -$3.34K | 0.79% | 31 |
|
|
2015
Q4 | $1.07M | Buy |
19,646
+176
| +0.9% | +$9.57K | 0.9% | 25 |
|
|
2015
Q3 | $1M | Buy |
19,470
+125
| +0.6% | +$6.42K | 0.9% | 24 |
|
|
2015
Q2 | $1.09M | Sell |
19,345
-100
| -0.5% | -$5.62K | 0.93% | 22 |
|
|
2015
Q1 | $1.06M | Buy |
19,445
+362
| +2% | +$19.7K | 0.87% | 25 |
|
|
2014
Q4 | $1.05M | Buy |
+19,083
| New | +$1.05M | 0.9% | 25 |
|