KLCM Advisors’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 | $19.2M | Sell |
239,149
-2,387
| -1% | -$191K | 2.04% | 9 |
|
|
2025
Q1 | $17.3M | Sell |
241,536
-4,120
| -2% | -$296K | 2.03% | 13 |
|
|
2024
Q4 | $17.3M | Sell |
245,656
-29,192
| -11% | -$2.05M | 2% | 12 |
|
|
2024
Q3 | $15.5M | Buy |
274,848
+11,571
| +4% | +$654K | 1.84% | 14 |
|
|
2024
Q2 | $15.6M | Sell |
263,277
-159,364
| -38% | -$9.46M | 1.93% | 16 |
|
|
2024
Q1 | $24.5M | Sell |
422,641
-13,562
| -3% | -$786K | 3.15% | 5 |
|
|
2023
Q4 | $21.5M | Buy |
436,203
+7,288
| +2% | +$359K | 3.31% | 5 |
|
|
2023
Q3 | $17.5M | Buy |
428,915
+6,373
| +2% | +$260K | 3.29% | 9 |
|
|
2023
Q2 | $18M | Buy |
422,542
+5,202
| +1% | +$222K | 3.53% | 8 |
|
|
2023
Q1 | $15.6M | Sell |
417,340
-4,687
| -1% | -$175K | 3.09% | 10 |
|
|
2022
Q4 | $17.4M | Buy |
422,027
+43,909
| +12% | +$1.81M | 3.54% | 9 |
|
|
2022
Q3 | $15.2M | Buy |
378,118
+19,311
| +5% | +$777K | 3.57% | 8 |
|
|
2022
Q2 | $14.1M | Buy |
358,807
+126,127
| +54% | +$4.94M | 3.13% | 12 |
|
|
2022
Q1 | $11.3M | Sell |
232,680
-140,869
| -38% | -$6.83M | 2.39% | 17 |
|
|
2021
Q4 | $17.9M | Sell |
373,549
-7,424
| -2% | -$356K | 3.9% | 10 |
|
|
2021
Q3 | $17.7M | Sell |
380,973
-5,005
| -1% | -$232K | 3.8% | 10 |
|
|
2021
Q2 | $17.5M | Sell |
385,978
-32,150
| -8% | -$1.46M | 3.87% | 10 |
|
|
2021
Q1 | $16.3M | Sell |
418,128
-5,645
| -1% | -$221K | 3.71% | 10 |
|
|
2020
Q4 | $12.8M | Sell |
423,773
-26,106
| -6% | -$788K | 3.17% | 12 |
|
|
2020
Q3 | $10.6M | Sell |
449,879
-9,685
| -2% | -$228K | 3.08% | 15 |
|
|
2020
Q2 | $11.8M | Buy |
459,564
+124,672
| +37% | +$3.19M | 3.35% | 14 |
|
|
2020
Q1 | $9.61M | Buy |
334,892
+281,040
| +522% | +$8.07M | 3.04% | 15 |
|
|
2019
Q4 | $2.9M | Buy |
53,852
+14,439
| +37% | +$777K | 0.64% | 28 |
|
|
2019
Q3 | $1.99M | Buy |
39,413
+13,568
| +52% | +$684K | 0.51% | 31 |
|
|
2019
Q2 | $1.22M | Sell |
25,845
-378
| -1% | -$17.9K | 0.3% | 36 |
|
|
2019
Q1 | $1.27M | Buy |
26,223
+99
| +0.4% | +$4.78K | 0.31% | 36 |
|
|
2018
Q4 | $1.2M | Sell |
26,124
-215
| -0.8% | -$9.91K | 0.35% | 35 |
|
|
2018
Q3 | $1.38M | Sell |
26,339
-1,871
| -7% | -$98.3K | 0.34% | 34 |
|
|
2018
Q2 | $1.56M | Buy |
28,210
+170
| +0.6% | +$9.43K | 0.41% | 32 |
|
|
2018
Q1 | $1.47M | Sell |
28,040
-333
| -1% | -$17.5K | 0.4% | 32 |
|
|
2017
Q4 | $1.72M | Buy |
28,373
+181
| +0.6% | +$11K | 0.42% | 31 |
|
|
2017
Q3 | $1.56M | Sell |
28,192
-1,532
| -5% | -$84.5K | 0.41% | 30 |
|
|
2017
Q2 | $1.65M | Sell |
29,724
-340
| -1% | -$18.8K | 0.45% | 29 |
|
|
2017
Q1 | $1.67M | Sell |
30,064
-7,100
| -19% | -$395K | 0.47% | 29 |
|
|
2016
Q4 | $2.05M | Buy |
37,164
+1,728
| +5% | +$95.2K | 0.6% | 28 |
|
|
2016
Q3 | $1.57M | Buy |
35,436
+11,775
| +50% | +$521K | 0.5% | 32 |
|
|
2016
Q2 | $1.12M | Buy |
23,661
+916
| +4% | +$43.4K | 0.39% | 33 |
|
|
2016
Q1 | $1.1M | Hold |
22,745
| – | – | 0.38% | 30 |
|
|
2015
Q4 | $1.24M | Sell |
22,745
-8,792
| -28% | -$478K | 0.45% | 27 |
|
|
2015
Q3 | $1.62M | Sell |
31,537
-1,741
| -5% | -$89.4K | 0.57% | 26 |
|
|
2015
Q2 | $1.87M | Sell |
33,278
-31,064
| -48% | -$1.75M | 0.47% | 26 |
|
|
2015
Q1 | $3.5M | Sell |
64,342
-5,588
| -8% | -$304K | 0.97% | 20 |
|
|
2014
Q4 | $3.83M | Buy |
69,930
+6,120
| +10% | +$336K | 0.99% | 21 |
|
|
2014
Q3 | $3.31M | Sell |
63,810
-9,800
| -13% | -$508K | 0.88% | 22 |
|
|
2014
Q2 | $3.87M | Sell |
73,610
-300
| -0.4% | -$15.8K | 0.9% | 25 |
|
|
2014
Q1 | $3.68M | Sell |
73,910
-6,020
| -8% | -$299K | 0.98% | 23 |
|
|
2013
Q4 | $3.63M | Sell |
79,930
-828
| -1% | -$37.6K | 0.99% | 25 |
|
|
2013
Q3 | $3.34M | Buy |
80,758
+103
| +0.1% | +$4.26K | 0.95% | 25 |
|
|
2013
Q2 | $3.33M | Buy |
+80,655
| New | +$3.33M | 1.05% | 24 |
|