Leavell 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 | $1.92M | Buy |
23,932
+2,200
| +10% | +$176K | 0.09% | 216 |
|
|
2025
Q1 | $1.56M | Sell |
21,732
-1,400
| -6% | -$101K | 0.08% | 231 |
|
|
2024
Q4 | $1.62M | Buy |
23,132
+1,790
| +8% | +$126K | 0.08% | 225 |
|
|
2024
Q3 | $1.21M | Buy |
21,342
+281
| +1% | +$15.9K | 0.06% | 266 |
|
|
2024
Q2 | $1.25M | Sell |
21,061
-3,018
| -13% | -$179K | 0.07% | 238 |
|
|
2024
Q1 | $1.4M | Buy |
24,079
+490
| +2% | +$28.4K | 0.08% | 225 |
|
|
2023
Q4 | $1.16M | Sell |
23,589
-4,120
| -15% | -$203K | 0.07% | 233 |
|
|
2023
Q3 | $1.13M | Sell |
27,709
-205
| -0.7% | -$8.38K | 0.08% | 225 |
|
|
2023
Q2 | $1.19M | Sell |
27,914
-1,084
| -4% | -$46.3K | 0.08% | 225 |
|
|
2023
Q1 | $1.08M | Sell |
28,998
-487
| -2% | -$18.2K | 0.08% | 231 |
|
|
2022
Q4 | $1.22M | Sell |
29,485
-500
| -2% | -$20.6K | 0.09% | 208 |
|
|
2022
Q3 | $1.21M | Buy |
29,985
+1,337
| +5% | +$53.8K | 0.1% | 196 |
|
|
2022
Q2 | $1.12M | Buy |
28,648
+281
| +1% | +$11K | 0.09% | 208 |
|
|
2022
Q1 | $1.38M | Sell |
28,367
-1,120
| -4% | -$54.3K | 0.09% | 193 |
|
|
2021
Q4 | $1.42M | Sell |
29,487
-1,995
| -6% | -$95.7K | 0.09% | 195 |
|
|
2021
Q3 | $1.46M | Sell |
31,482
-1,888
| -6% | -$87.6K | 0.11% | 171 |
|
|
2021
Q2 | $1.3M | Hold |
33,370
| – | – | 0.11% | 179 |
|
|
2021
Q1 | $1.3M | Sell |
33,370
-2,004
| -6% | -$78.3K | 0.11% | 179 |
|
|
2020
Q4 | $1.07M | Sell |
35,374
-1,852
| -5% | -$55.9K | 0.09% | 185 |
|
|
2020
Q3 | $875K | Sell |
37,226
-4,887
| -12% | -$115K | 0.08% | 196 |
|
|
2020
Q2 | $1.08M | Sell |
42,113
-7,380
| -15% | -$189K | 0.1% | 172 |
|
|
2020
Q1 | $1.42M | Sell |
49,493
-2,518
| -5% | -$72.2K | 0.16% | 127 |
|
|
2019
Q4 | $2.8M | Sell |
52,011
-8,045
| -13% | -$433K | 0.26% | 110 |
|
|
2019
Q3 | $3.03M | Sell |
60,056
-225
| -0.4% | -$11.3K | 0.31% | 98 |
|
|
2019
Q2 | $2.85M | Sell |
60,281
-536
| -0.9% | -$25.4K | 0.3% | 100 |
|
|
2019
Q1 | $2.94M | Buy |
60,817
+561
| +0.9% | +$27.1K | 0.33% | 94 |
|
|
2018
Q4 | $2.78M | Sell |
60,256
-1,438
| -2% | -$66.3K | 0.35% | 90 |
|
|
2018
Q3 | $3.24M | Buy |
61,694
+1,099
| +2% | +$57.8K | 0.35% | 87 |
|
|
2018
Q2 | $3.36M | Buy |
60,595
+99
| +0.2% | +$5.49K | 0.38% | 77 |
|
|
2018
Q1 | $3.17M | Sell |
60,496
-1,250
| -2% | -$65.5K | 0.37% | 80 |
|
|
2017
Q4 | $3.75M | Sell |
61,746
-1,171
| -2% | -$71K | 0.44% | 69 |
|
|
2017
Q3 | $3.47M | Buy |
62,917
+1,188
| +2% | +$65.5K | 0.43% | 72 |
|
|
2017
Q2 | $3.42M | Sell |
61,729
-746
| -1% | -$41.3K | 0.43% | 72 |
|
|
2017
Q1 | $3.48M | Sell |
62,475
-434
| -0.7% | -$24.2K | 0.45% | 66 |
|
|
2016
Q4 | $3.47M | Sell |
62,909
-6,445
| -9% | -$355K | 0.48% | 58 |
|
|
2016
Q3 | $3.07M | Sell |
69,354
-31,098
| -31% | -$1.38M | 0.45% | 61 |
|
|
2016
Q2 | $4.75M | Sell |
100,452
-3,584
| -3% | -$170K | 0.7% | 34 |
|
|
2016
Q1 | $5.03M | Buy |
104,036
+550
| +0.5% | +$26.6K | 0.75% | 28 |
|
|
2015
Q4 | $5.63M | Buy |
103,486
+4,609
| +5% | +$251K | 0.82% | 24 |
|
|
2015
Q3 | $5.08M | Sell |
98,877
-6,218
| -6% | -$319K | 0.8% | 26 |
|
|
2015
Q2 | $5.91M | Buy |
105,095
+2,959
| +3% | +$166K | 0.92% | 21 |
|
|
2015
Q1 | $5.56M | Buy |
102,136
+2,000
| +2% | +$109K | 0.84% | 24 |
|
|
2014
Q4 | $5.49M | Sell |
100,136
-5,010
| -5% | -$275K | 0.85% | 22 |
|
|
2014
Q3 | $5.45M | Buy |
105,146
+500
| +0.5% | +$25.9K | 0.87% | 19 |
|
|
2014
Q2 | $5.5M | Buy |
104,646
+2,405
| +2% | +$126K | 0.87% | 19 |
|
|
2014
Q1 | $5.09M | Sell |
102,241
-235
| -0.2% | -$11.7K | 0.85% | 21 |
|
|
2013
Q4 | $4.65M | Sell |
102,476
-498
| -0.5% | -$22.6K | 0.79% | 27 |
|
|
2013
Q3 | $4.26M | Buy |
102,974
+705
| +0.7% | +$29.1K | 0.77% | 29 |
|
|
2013
Q2 | $4.22M | Buy |
+102,269
| New | +$4.22M | 0.79% | 31 |
|