Leith Wheeler 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 | $36M | Sell |
449,815
-232,143
| -34% | -$18.6M | 2.56% | 8 |
|
|
2025
Q1 | $49M | Sell |
681,958
-39,781
| -6% | -$2.86M | 3.4% | 2 |
|
|
2024
Q4 | $50.7M | Sell |
721,739
-3,334
| -0.5% | -$234K | 3.67% | 2 |
|
|
2024
Q3 | $41M | Buy |
725,073
+418,092
| +136% | +$23.6M | 2.87% | 4 |
|
|
2024
Q2 | $18.2M | Buy |
306,981
+42,797
| +16% | +$2.54M | 1.57% | 13 |
|
|
2024
Q1 | $15.3M | Sell |
264,184
-263,920
| -50% | -$15.3M | 1.49% | 11 |
|
|
2023
Q4 | $12.4M | Buy |
528,104
+356,620
| +208% | +$8.34M | 1.35% | 16 |
|
|
2023
Q3 | $7.01M | Buy |
171,484
+45,850
| +36% | +$1.87M | 0.93% | 31 |
|
|
2023
Q2 | $5.36M | Sell |
125,634
-302,671
| -71% | -$12.9M | 0.7% | 38 |
|
|
2023
Q1 | $4.31M | Buy |
428,305
+357,571
| +506% | +$3.6M | 0.63% | 40 |
|
|
2022
Q4 | $2.92M | Buy |
70,734
+16,950
| +32% | +$700K | 0.44% | 46 |
|
|
2022
Q3 | $2.16M | Buy |
53,784
+18,000
| +50% | +$724K | 0.36% | 42 |
|
|
2022
Q2 | $1.8M | Buy |
35,784
+16,851
| +89% | +$850K | 0.24% | 45 |
|
|
2022
Q1 | $917K | Buy |
+18,933
| New | +$917K | 0.14% | 45 |
|