Ipswich 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 | $329K | Hold |
4,101
| – | – | 0.08% | 144 |
|
|
2025
Q1 | $294K | Hold |
4,101
| – | – | 0.07% | 150 |
|
|
2024
Q4 | $288K | Hold |
4,101
| – | – | 0.07% | 157 |
|
|
2024
Q3 | $232K | Hold |
4,101
| – | – | 0.05% | 180 |
|
|
2024
Q2 | $244K | Hold |
4,101
| – | – | 0.06% | 173 |
|
|
2024
Q1 | $238K | Sell |
4,101
-1,000
| -20% | -$58K | 0.06% | 176 |
|
|
2023
Q4 | $251K | Sell |
5,101
-300
| -6% | -$14.8K | 0.06% | 171 |
|
|
2023
Q3 | $221K | Hold |
5,401
| – | – | 0.06% | 171 |
|
|
2023
Q2 | $231K | Hold |
5,401
| – | – | 0.06% | 172 |
|
|
2023
Q1 | $202K | Sell |
5,401
-30
| -0.6% | -$1.12K | 0.06% | 181 |
|
|
2022
Q4 | $224K | Hold |
5,431
| – | – | 0.06% | 169 |
|
|
2022
Q3 | $218K | Sell |
5,431
-4,607
| -46% | -$185K | 0.07% | 161 |
|
|
2022
Q2 | $393K | Buy |
10,038
+473
| +5% | +$18.5K | 0.11% | 134 |
|
|
2022
Q1 | $464K | Sell |
9,565
-2,000
| -17% | -$97K | 0.12% | 133 |
|
|
2021
Q4 | $555K | Hold |
11,565
| – | – | 0.13% | 123 |
|
|
2021
Q3 | $537K | Sell |
11,565
-175
| -1% | -$8.13K | 0.14% | 125 |
|
|
2021
Q2 | $532K | Hold |
11,740
| – | – | 0.14% | 125 |
|
|
2021
Q1 | $459K | Hold |
11,740
| – | – | 0.13% | 122 |
|
|
2020
Q4 | $354K | Sell |
11,740
-1,662
| -12% | -$50.1K | 0.11% | 135 |
|
|
2020
Q3 | $315K | Sell |
13,402
-700
| -5% | -$16.5K | 0.1% | 137 |
|
|
2020
Q2 | $361K | Sell |
14,102
-800
| -5% | -$20.5K | 0.12% | 126 |
|
|
2020
Q1 | $428K | Sell |
14,902
-850
| -5% | -$24.4K | 0.17% | 112 |
|
|
2019
Q4 | $847K | Hold |
15,752
| – | – | 0.25% | 92 |
|
|
2019
Q3 | $795K | Sell |
15,752
-50
| -0.3% | -$2.52K | 0.25% | 91 |
|
|
2019
Q2 | $748K | Sell |
15,802
-550
| -3% | -$26K | 0.24% | 94 |
|
|
2019
Q1 | $790K | Buy |
16,352
+1,300
| +9% | +$62.8K | 0.26% | 86 |
|
|
2018
Q4 | $694K | Sell |
15,052
-800
| -5% | -$36.9K | 0.25% | 82 |
|
|
2018
Q3 | $833K | Buy |
15,852
+18
| +0.1% | +$946 | 0.28% | 82 |
|
|
2018
Q2 | $878K | Sell |
15,834
-987
| -6% | -$54.7K | 0.4% | 63 |
|
|
2018
Q1 | $882K | Sell |
16,821
-1,854
| -10% | -$97.2K | 0.37% | 67 |
|
|
2017
Q4 | $1.13M | Buy |
18,675
+2
| +0% | +$121 | 0.48% | 59 |
|
|
2017
Q3 | $1.03M | Sell |
18,673
-1,086
| -5% | -$59.9K | 0.46% | 59 |
|
|
2017
Q2 | $1.1M | Buy |
19,759
+2,806
| +17% | +$156K | 0.51% | 58 |
|
|
2017
Q1 | $944K | Sell |
16,953
-624
| -4% | -$34.7K | 0.41% | 63 |
|
|
2016
Q4 | $969K | Buy |
17,577
+402
| +2% | +$22.2K | 0.44% | 61 |
|
|
2016
Q3 | $761K | Sell |
17,175
-15,026
| -47% | -$666K | 0.37% | 67 |
|
|
2016
Q2 | $1.52M | Sell |
32,201
-9,847
| -23% | -$466K | 0.75% | 49 |
|
|
2016
Q1 | $2.06M | Sell |
42,048
-10,518
| -20% | -$514K | 0.98% | 41 |
|
|
2015
Q4 | $2.86M | Buy |
52,566
+2,330
| +5% | +$127K | 1.29% | 34 |
|
|
2015
Q3 | $2.58M | Buy |
50,236
+7,895
| +19% | +$405K | 1.23% | 34 |
|
|
2015
Q2 | $2.38M | Sell |
42,341
-675
| -2% | -$38K | 1.07% | 39 |
|
|
2015
Q1 | $2.34M | Buy |
43,016
+750
| +2% | +$40.8K | 1.03% | 39 |
|
|
2014
Q4 | $2.32M | Buy |
42,266
+34,000
| +411% | +$1.86M | 0.99% | 39 |
|
|
2014
Q3 | $429K | Sell |
8,266
-2,837
| -26% | -$147K | 0.18% | 86 |
|
|
2014
Q2 | $584K | Buy |
11,103
+2,837
| +34% | +$149K | 0.23% | 77 |
|
|
2014
Q1 | $411K | Sell |
8,266
-2,837
| -26% | -$141K | 0.18% | 86 |
|
|
2013
Q4 | $504K | Sell |
11,103
-112
| -1% | -$5.08K | 0.21% | 91 |
|
|
2013
Q3 | $463K | Hold |
11,215
| – | – | 0.21% | 90 |
|
|
2013
Q2 | $463K | Buy |
+11,215
| New | +$463K | 0.2% | 93 |
|