Lowe Brockenbrough & Co’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 | $4.54M | Buy |
56,642
+2
| +0% | +$160 | 0.26% | 87 |
|
|
2025
Q1 | $4.07M | Buy |
56,640
+27
| +0% | +$1.94K | 0.27% | 92 |
|
|
2024
Q4 | $3.98M | Sell |
56,613
-422
| -0.7% | -$29.6K | 0.25% | 91 |
|
|
2024
Q3 | $3.22M | Buy |
57,035
+402
| +0.7% | +$22.7K | 0.21% | 101 |
|
|
2024
Q2 | $3.36M | Sell |
56,633
-750
| -1% | -$44.5K | 0.22% | 98 |
|
|
2024
Q1 | $3.33M | Sell |
57,383
-1,662
| -3% | -$96.3K | 0.22% | 101 |
|
|
2023
Q4 | $2.91M | Buy |
59,045
+1,548
| +3% | +$76.2K | 0.23% | 103 |
|
|
2023
Q3 | $2.35M | Sell |
57,497
-3,993
| -6% | -$163K | 0.18% | 115 |
|
|
2023
Q2 | $2.62M | Sell |
61,490
-650
| -1% | -$27.7K | 0.2% | 110 |
|
|
2023
Q1 | $2.32M | Sell |
62,140
-2,800
| -4% | -$105K | 0.19% | 113 |
|
|
2022
Q4 | $2.68M | Buy |
64,940
+99
| +0.2% | +$4.09K | 0.23% | 100 |
|
|
2022
Q3 | $2.61M | Hold |
64,841
| – | – | 0.25% | 98 |
|
|
2022
Q2 | $2.54M | Hold |
64,841
| – | – | 0.22% | 103 |
|
|
2022
Q1 | $3.14M | Hold |
64,841
| – | – | 0.23% | 102 |
|
|
2021
Q4 | $3.11M | Buy |
64,841
+11,570
| +22% | +$555K | 0.23% | 96 |
|
|
2021
Q3 | $2.47M | Sell |
53,271
-11,456
| -18% | -$532K | 0.19% | 115 |
|
|
2021
Q2 | $2.93M | Sell |
64,727
-248
| -0.4% | -$11.2K | 0.26% | 92 |
|
|
2021
Q1 | $2.54M | Hold |
64,975
| – | – | 0.25% | 97 |
|
|
2020
Q4 | $1.96M | Sell |
64,975
-80
| -0.1% | -$2.41K | 0.21% | 103 |
|
|
2020
Q3 | $1.53M | Sell |
65,055
-850
| -1% | -$20K | 0.19% | 115 |
|
|
2020
Q2 | $1.69M | Sell |
65,905
-21,122
| -24% | -$541K | 0.23% | 100 |
|
|
2020
Q1 | $2.5M | Sell |
87,027
-3,661
| -4% | -$105K | 0.41% | 73 |
|
|
2019
Q4 | $4.88M | Sell |
90,688
-264
| -0.3% | -$14.2K | 0.6% | 58 |
|
|
2019
Q3 | $4.59M | Hold |
90,952
| – | – | 0.62% | 58 |
|
|
2019
Q2 | $4.3M | Hold |
90,952
| – | – | 0.59% | 58 |
|
|
2019
Q1 | $4.4M | Hold |
90,952
| – | – | 0.61% | 55 |
|
|
2018
Q4 | $4.19M | Hold |
90,952
| – | – | 0.68% | 49 |
|
|
2018
Q3 | $4.78M | Sell |
90,952
-2,500
| -3% | -$131K | 0.67% | 51 |
|
|
2018
Q2 | $5.18M | Sell |
93,452
-1,523
| -2% | -$84.4K | 0.76% | 47 |
|
|
2018
Q1 | $4.98M | Buy |
94,975
+793
| +0.8% | +$41.6K | 0.74% | 46 |
|
|
2017
Q4 | $5.71M | Hold |
94,182
| – | – | 0.82% | 42 |
|
|
2017
Q3 | $5.19M | Sell |
94,182
-3,268
| -3% | -$180K | 0.8% | 45 |
|
|
2017
Q2 | $5.4M | Sell |
97,450
-2,584
| -3% | -$143K | 0.85% | 42 |
|
|
2017
Q1 | $5.57M | Buy |
100,034
+1,172
| +1% | +$65.2K | 0.89% | 41 |
|
|
2016
Q4 | $5.45M | Sell |
98,862
-58,040
| -37% | -$3.2M | 0.91% | 39 |
|
|
2016
Q3 | $6.95M | Buy |
156,902
+1,693
| +1% | +$75K | 1.2% | 26 |
|
|
2016
Q2 | $7.35M | Sell |
155,209
-5,706
| -4% | -$270K | 1.28% | 22 |
|
|
2016
Q1 | $7.78M | Buy |
160,915
+8,149
| +5% | +$394K | 1.34% | 18 |
|
|
2015
Q4 | $8.3M | Buy |
152,766
+44,633
| +41% | +$2.43M | 1.42% | 15 |
|
|
2015
Q3 | $5.55M | Sell |
108,133
-6,550
| -6% | -$336K | 0.97% | 38 |
|
|
2015
Q2 | $6.45M | Sell |
114,683
-10,225
| -8% | -$575K | 1.04% | 30 |
|
|
2015
Q1 | $6.8M | Sell |
124,908
-1,040
| -0.8% | -$56.6K | 1.07% | 30 |
|
|
2014
Q4 | $6.9M | Sell |
125,948
-931
| -0.7% | -$51K | 1.1% | 30 |
|
|
2014
Q3 | $6.58M | Buy |
126,879
+1,097
| +0.9% | +$56.9K | 1.05% | 34 |
|
|
2014
Q2 | $6.61M | Sell |
125,782
-605
| -0.5% | -$31.8K | 1.05% | 35 |
|
|
2014
Q1 | $6.29M | Sell |
126,387
-367
| -0.3% | -$18.3K | 1.05% | 35 |
|
|
2013
Q4 | $5.76M | Sell |
126,754
-3
| -0% | -$136 | 0.95% | 43 |
|
|
2013
Q3 | $5.24M | Buy |
126,757
+2,429
| +2% | +$100K | 0.95% | 44 |
|
|
2013
Q2 | $5.13M | Buy |
+124,328
| New | +$5.13M | 0.95% | 43 |
|