Investors Research Corp’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 | $70.4K | Hold |
879
| – | – | 0.01% | 429 |
|
|
2025
Q1 | $63.1K | Sell |
879
-8,607
| -91% | -$618K | 0.01% | 431 |
|
|
2024
Q4 | $666K | Sell |
9,486
-3,975
| -30% | -$279K | 0.15% | 161 |
|
|
2024
Q3 | $760K | Buy |
13,461
+160
| +1% | +$9.04K | 0.17% | 148 |
|
|
2024
Q2 | $790K | Sell |
13,301
-5,712
| -30% | -$339K | 0.18% | 131 |
|
|
2024
Q1 | $1.1M | Sell |
19,013
-425
| -2% | -$24.6K | 0.26% | 94 |
|
|
2023
Q4 | $957K | Sell |
19,438
-387
| -2% | -$19K | 0.23% | 109 |
|
|
2023
Q3 | $810K | Sell |
19,825
-386
| -2% | -$15.8K | 0.21% | 123 |
|
|
2023
Q2 | $863K | Hold |
20,211
| – | – | 0.22% | 123 |
|
|
2023
Q1 | $755K | Sell |
20,211
-250
| -1% | -$9.35K | 0.2% | 143 |
|
|
2022
Q4 | $845K | Sell |
20,461
-200
| -1% | -$8.26K | 0.23% | 117 |
|
|
2022
Q3 | $831K | Hold |
20,661
| – | – | 0.25% | 106 |
|
|
2022
Q2 | $809K | Hold |
20,661
| – | – | 0.24% | 114 |
|
|
2022
Q1 | $1M | Hold |
20,661
| – | – | 0.28% | 100 |
|
|
2021
Q4 | $991K | Hold |
20,661
| – | – | 0.3% | 88 |
|
|
2021
Q3 | $959K | Buy |
20,661
+35
| +0.2% | +$1.63K | 0.32% | 89 |
|
|
2021
Q2 | $934K | Hold |
20,626
| – | – | 0.32% | 95 |
|
|
2021
Q1 | $806K | Buy |
20,626
+838
| +4% | +$32.7K | 0.3% | 113 |
|
|
2020
Q4 | $597K | Sell |
19,788
-1,997
| -9% | -$60.2K | 0.23% | 159 |
|
|
2020
Q3 | $512K | Sell |
21,785
-350
| -2% | -$8.23K | 0.25% | 129 |
|
|
2020
Q2 | $567K | Hold |
22,135
| – | – | 0.28% | 119 |
|
|
2020
Q1 | $635K | Buy |
22,135
+14,625
| +195% | +$420K | 0.4% | 67 |
|
|
2019
Q4 | $404K | Hold |
7,510
| – | – | 0.19% | 168 |
|
|
2019
Q3 | $379K | Buy |
7,510
+1,019
| +16% | +$51.4K | 0.19% | 169 |
|
|
2019
Q2 | $307K | Sell |
6,491
-199
| -3% | -$9.41K | 0.16% | 192 |
|
|
2019
Q1 | $323K | Buy |
6,690
+199
| +3% | +$9.61K | 0.17% | 179 |
|
|
2018
Q4 | $299K | Hold |
6,491
| – | – | 0.21% | 181 |
|
|
2018
Q3 | $341K | Buy |
6,491
+201
| +3% | +$10.6K | 0.2% | 188 |
|
|
2018
Q2 | $349K | Buy |
6,290
+1,495
| +31% | +$83K | 0.2% | 187 |
|
|
2018
Q1 | $251K | Hold |
4,795
| – | – | 0.15% | 243 |
|
|
2017
Q4 | $291K | Buy |
+4,795
| New | +$291K | 0.18% | 213 |
|