Main Street Research’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
$1.47M Sell
18,382
-500
-3% -$40.1K 0.09% 50
2025
Q1
$1.36M Sell
18,882
-1,893
-9% -$136K 0.09% 53
2024
Q4
$1.46M Buy
20,775
+62
+0.3% +$4.36K 0.09% 53
2024
Q3
$1.17M Sell
20,713
-7,844
-27% -$443K 0.07% 56
2024
Q2
$1.7M Buy
28,557
+1,913
+7% +$114K 0.11% 48
2024
Q1
$1.54M Buy
26,644
+6,286
+31% +$364K 0.11% 51
2023
Q4
$1M Buy
20,358
+780
+4% +$38.4K 0.08% 54
2023
Q3
$800K Sell
19,578
-37
-0.2% -$1.51K 0.08% 56
2023
Q2
$837K Buy
19,615
+226
+1% +$9.65K 0.13% 48
2023
Q1
$725K Sell
19,389
-6,997
-27% -$262K 0.14% 45
2022
Q4
$1.09M Sell
26,386
-4,463
-14% -$184K 0.27% 37
2022
Q3
$1.24M Buy
30,849
+5,113
+20% +$206K 0.27% 31
2022
Q2
$1.01M Buy
25,736
+3,036
+13% +$119K 0.26% 32
2022
Q1
$1.1M Buy
22,700
+396
+2% +$19.2K 0.1% 50
2021
Q4
$1.07M Sell
22,304
-952
-4% -$45.7K 0.08% 59
2021
Q3
$1.08M Sell
23,256
-6,583
-22% -$305K 0.09% 62
2021
Q2
$1.35M Buy
29,839
+2,469
+9% +$112K 0.11% 61
2021
Q1
$1.07M Hold
27,370
0.1% 63
2020
Q4
$826K Sell
27,370
-1,000
-4% -$30.2K 0.09% 65
2020
Q3
$667K Sell
28,370
-8,115
-22% -$191K 0.08% 65
2020
Q2
$934K Buy
36,485
+13,985
+62% +$358K 0.15% 49
2020
Q1
$646K Sell
22,500
-151
-0.7% -$4.34K 0.16% 46
2019
Q4
$1.22M Hold
22,651
0.19% 47
2019
Q3
$1.14M Buy
22,651
+150
+0.7% +$7.56K 0.21% 44
2019
Q2
$1.07M Sell
22,501
-999
-4% -$47.3K 0.24% 38
2019
Q1
$1.14M Hold
23,500
0.36% 32
2018
Q4
$1.08M Buy
23,500
+18,500
+370% +$853K 0.42% 28
2018
Q3
$263K Sell
5,000
-356
-7% -$18.7K 0.04% 91
2018
Q2
$297K Buy
+5,356
New +$297K 0.05% 88
2018
Q1
Sell
-5,319
Closed -$323K 122
2017
Q4
$323K Buy
5,319
+1
+0% +$61 0.05% 86
2017
Q3
$293K Sell
5,318
-537
-9% -$29.6K 0.05% 93
2017
Q2
$324K Buy
+5,855
New +$324K 0.05% 101
2016
Q3
Sell
-86,977
Closed -$4.12M 114
2016
Q2
$4.12M Sell
86,977
-360
-0.4% -$17K 0.85% 47
2016
Q1
$4.22M Sell
87,337
-88,894
-50% -$4.3M 1.09% 39
2015
Q4
$9.58M Sell
176,231
-678
-0.4% -$36.9K 2.05% 13
2015
Q3
$9.58M Buy
176,909
+11,794
+7% +$639K 2.25% 11
2015
Q2
$9.29M Buy
165,115
+6,742
+4% +$379K 1.9% 12
2015
Q1
$8.62M Buy
158,373
+8,626
+6% +$469K 1.85% 13
2014
Q4
$8.21M Buy
149,747
+695
+0.5% +$38.1K 1.76% 17
2014
Q3
$7.73M Buy
149,052
+7,693
+5% +$399K 1.72% 11
2014
Q2
$7.43M Sell
141,359
-471
-0.3% -$24.8K 1.75% 13
2014
Q1
$7.06M Buy
141,830
+8,597
+6% +$428K 1.71% 12
2013
Q4
$6.05M Buy
133,233
+1,797
+1% +$81.6K 1.51% 20
2013
Q3
$5.43M Buy
131,436
+41,236
+46% +$1.7M 1.47% 22
2013
Q2
$3.72M Buy
+90,200
New +$3.72M 1.12% 34