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 |
|