Ironwood Financial’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 | $225K | Hold |
3,141
| – | – | 0.05% | 149 |
|
|
2025
Q1 | $225K | Hold |
3,141
| – | – | 0.05% | 149 |
|
|
2024
Q4 | $221K | Buy |
+3,141
| New | +$221K | 0.05% | 149 |
|
|
2021
Q4 | – | Sell |
-3,198
| Closed | -$148K | – | 545 |
|
|
2021
Q3 | $148K | Buy |
3,198
+101
| +3% | +$4.67K | 0.04% | 126 |
|
|
2021
Q2 | $140K | Sell |
3,097
-53
| -2% | -$2.4K | 0.04% | 125 |
|
|
2021
Q1 | $123K | Hold |
3,150
| – | – | 0.04% | 119 |
|
|
2020
Q4 | $95K | Buy |
3,150
+539
| +21% | +$16.3K | 0.04% | 127 |
|
|
2020
Q3 | $61K | Hold |
2,611
| – | – | 0.03% | 109 |
|
|
2020
Q2 | $67K | Sell |
2,611
-198
| -7% | -$5.08K | 0.04% | 96 |
|
|
2020
Q1 | $81K | Hold |
2,809
| – | – | 0.06% | 65 |
|
|
2019
Q4 | $151K | Sell |
2,809
-230
| -8% | -$12.4K | 0.07% | 64 |
|
|
2019
Q3 | $153K | Hold |
3,039
| – | – | 0.07% | 61 |
|
|
2019
Q2 | $144K | Hold |
3,039
| – | – | 0.07% | 63 |
|
|
2019
Q1 | $147K | Sell |
3,039
-105
| -3% | -$5.08K | 0.08% | 63 |
|
|
2018
Q4 | $145K | Hold |
3,144
| – | – | 0.08% | 55 |
|
|
2018
Q3 | $165K | Hold |
3,144
| – | – | 0.09% | 61 |
|
|
2018
Q2 | $174K | Hold |
3,144
| – | – | 0.1% | 49 |
|
|
2018
Q1 | $165K | Hold |
3,144
| – | – | 0.18% | 37 |
|
|
2017
Q4 | $191K | Sell |
3,144
-85
| -3% | -$5.16K | 0.12% | 44 |
|
|
2017
Q3 | $178K | Hold |
3,229
| – | – | 0.11% | 50 |
|
|
2017
Q2 | $179K | Hold |
3,229
| – | – | 0.12% | 46 |
|
|
2017
Q1 | $180K | Sell |
3,229
-404
| -11% | -$22.5K | 0.12% | 46 |
|
|
2016
Q4 | $200K | Sell |
3,633
-135
| -4% | -$7.43K | 0.14% | 44 |
|
|
2016
Q3 | $167K | Hold |
3,768
| – | – | 0.12% | 50 |
|
|
2016
Q2 | $178K | Hold |
3,768
| – | – | 0.13% | 46 |
|
|
2016
Q1 | $182K | Buy |
+3,768
| New | +$182K | 0.14% | 48 |
|
|
2015
Q3 | $268K | Buy |
5,202
+4
| +0.1% | +$206 | 0.13% | 60 |
|
|
2015
Q2 | $293K | Buy |
5,198
+1,430
| +38% | +$80.6K | 0.14% | 57 |
|
|
2015
Q1 | $205K | Hold |
3,768
| – | – | 0.1% | 67 |
|
|
2014
Q4 | $207K | Buy |
+3,768
| New | +$207K | 0.11% | 63 |
|