Ironwood Investment Counsel’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 | $610K | Sell |
7,616
-395
| -5% | -$31.6K | 0.09% | 150 |
|
|
2025
Q1 | $575K | Sell |
8,011
-281
| -3% | -$20.2K | 0.1% | 149 |
|
|
2024
Q4 | $582K | Sell |
8,292
-4,735
| -36% | -$333K | 0.1% | 150 |
|
|
2024
Q3 | $736K | Sell |
13,027
-5,616
| -30% | -$317K | 0.12% | 138 |
|
|
2024
Q2 | $1.11M | Buy |
18,643
+2,932
| +19% | +$174K | 0.2% | 107 |
|
|
2024
Q1 | $911K | Sell |
15,711
-8,341
| -35% | -$483K | 0.16% | 123 |
|
|
2023
Q4 | $1.18M | Sell |
24,052
-1,287
| -5% | -$63.3K | 0.22% | 104 |
|
|
2023
Q3 | $1.04M | Sell |
25,339
-3,894
| -13% | -$159K | 0.22% | 102 |
|
|
2023
Q2 | $1.25M | Buy |
29,233
+4
| +0% | +$171 | 0.28% | 82 |
|
|
2023
Q1 | $1.09M | Buy |
29,229
+2,732
| +10% | +$102K | 0.26% | 90 |
|
|
2022
Q4 | $1.09M | Sell |
26,497
-872
| -3% | -$36K | 0.27% | 92 |
|
|
2022
Q3 | $1.1M | Sell |
27,369
-241
| -0.9% | -$9.69K | 0.31% | 81 |
|
|
2022
Q2 | $1.08M | Buy |
27,610
+151
| +0.5% | +$5.91K | 0.3% | 83 |
|
|
2022
Q1 | $1.33M | Buy |
27,459
+27
| +0.1% | +$1.31K | 0.33% | 77 |
|
|
2021
Q4 | $1.32M | Buy |
27,432
+2,232
| +9% | +$107K | 0.3% | 74 |
|
|
2021
Q3 | $1.17M | Sell |
25,200
-3,699
| -13% | -$172K | 0.3% | 72 |
|
|
2021
Q2 | $1.31M | Sell |
28,899
-2,852
| -9% | -$129K | 0.35% | 70 |
|
|
2021
Q1 | $1.24M | Sell |
31,751
-5,590
| -15% | -$218K | 0.36% | 69 |
|
|
2020
Q4 | $1.13M | Sell |
37,341
-2,491
| -6% | -$75.1K | 0.26% | 87 |
|
|
2020
Q3 | $936K | Buy |
39,832
+2,723
| +7% | +$64K | 0.25% | 88 |
|
|
2020
Q2 | $950K | Buy |
37,109
+3,843
| +12% | +$98.4K | 0.29% | 81 |
|
|
2020
Q1 | $954K | Buy |
33,266
+18,066
| +119% | +$518K | 0.38% | 65 |
|
|
2019
Q4 | $817K | Buy |
15,200
+625
| +4% | +$33.6K | 0.28% | 79 |
|
|
2019
Q3 | $735K | Buy |
14,575
+2,484
| +21% | +$125K | 0.27% | 80 |
|
|
2019
Q2 | $572K | Buy |
12,091
+2,801
| +30% | +$133K | 0.22% | 86 |
|
|
2019
Q1 | $448K | Buy |
9,290
+2,163
| +30% | +$104K | 0.18% | 95 |
|
|
2018
Q4 | $328K | Sell |
7,127
-2,111
| -23% | -$97.2K | 0.14% | 110 |
|
|
2018
Q3 | $485K | Buy |
9,238
+104
| +1% | +$5.46K | 0.19% | 98 |
|
|
2018
Q2 | $506K | Sell |
9,134
-2,595
| -22% | -$144K | 0.22% | 89 |
|
|
2018
Q1 | $614K | Buy |
11,729
+1,031
| +10% | +$54K | 0.27% | 75 |
|
|
2017
Q4 | $649K | Sell |
10,698
-817
| -7% | -$49.6K | 0.24% | 80 |
|
|
2017
Q3 | $635K | Buy |
11,515
+2,572
| +29% | +$142K | 0.26% | 77 |
|
|
2017
Q2 | $497K | Hold |
8,943
| – | – | 0.19% | 99 |
|
|
2017
Q1 | $497K | Buy |
8,943
+105
| +1% | +$5.84K | 0.21% | 93 |
|
|
2016
Q4 | $487K | Sell |
8,838
-1,962
| -18% | -$108K | 0.22% | 89 |
|
|
2016
Q3 | $478K | Buy |
10,800
+3,781
| +54% | +$167K | 0.22% | 91 |
|
|
2016
Q2 | $332K | Sell |
7,019
-1,863
| -21% | -$88.1K | 0.19% | 94 |
|
|
2016
Q1 | $429K | Buy |
8,882
+1,810
| +26% | +$87.4K | 0.22% | 88 |
|
|
2015
Q4 | $384K | Sell |
7,072
-251
| -3% | -$13.6K | 0.22% | 91 |
|
|
2015
Q3 | $376K | Buy |
7,323
+304
| +4% | +$15.6K | 0.2% | 93 |
|
|
2015
Q2 | $395K | Buy |
7,019
+405
| +6% | +$22.8K | 0.2% | 91 |
|
|
2015
Q1 | $360K | Sell |
6,614
-1,154
| -15% | -$62.8K | 0.18% | 99 |
|
|
2014
Q4 | $426K | Buy |
7,768
+260
| +3% | +$14.3K | 0.22% | 92 |
|
|
2014
Q3 | $389K | Buy |
7,508
+4
| +0.1% | +$207 | 0.21% | 94 |
|
|
2014
Q2 | $394K | Buy |
7,504
+5
| +0.1% | +$263 | 0.2% | 95 |
|
|
2014
Q1 | $373K | Sell |
7,499
-2,549
| -25% | -$127K | 0.2% | 97 |
|
|
2013
Q4 | $456K | Buy |
10,048
+185
| +2% | +$8.4K | 0.26% | 88 |
|
|
2013
Q3 | $408K | Buy |
9,863
+114
| +1% | +$4.72K | 0.27% | 78 |
|
|
2013
Q2 | $402K | Buy |
+9,749
| New | +$402K | 0.26% | 74 |
|