Manchester Capital 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 | $1.03M | Buy |
12,899
+3,550
| +38% | +$284K | 0.14% | 117 |
|
|
2025
Q1 | $671K | Buy |
9,349
+396
| +4% | +$28.4K | 0.08% | 163 |
|
|
2024
Q4 | $629K | Buy |
8,953
+175
| +2% | +$12.3K | 0.07% | 169 |
|
|
2024
Q3 | $496K | Sell |
8,778
-10
| -0.1% | -$565 | 0.06% | 197 |
|
|
2024
Q2 | $522K | Sell |
8,788
-452
| -5% | -$26.8K | 0.06% | 181 |
|
|
2024
Q1 | $536K | Sell |
9,240
-6
| -0.1% | -$348 | 0.07% | 182 |
|
|
2023
Q4 | $455K | Buy |
9,246
+436
| +5% | +$21.5K | 0.06% | 188 |
|
|
2023
Q3 | $360K | Hold |
8,810
| – | – | 0.05% | 198 |
|
|
2023
Q2 | $376K | Hold |
8,810
| – | – | 0.05% | 202 |
|
|
2023
Q1 | $329K | Hold |
8,810
| – | – | 0.04% | 231 |
|
|
2022
Q4 | $364K | Sell |
8,810
-523
| -6% | -$21.6K | 0.05% | 187 |
|
|
2022
Q3 | $375K | Sell |
9,333
-1,504
| -14% | -$60.4K | 0.07% | 152 |
|
|
2022
Q2 | $424K | Sell |
10,837
-6,853
| -39% | -$268K | 0.07% | 148 |
|
|
2022
Q1 | $857K | Buy |
17,690
+453
| +3% | +$21.9K | 0.12% | 98 |
|
|
2021
Q4 | $827K | Sell |
17,237
-712
| -4% | -$34.2K | 0.11% | 117 |
|
|
2021
Q3 | $833K | Buy |
17,949
+1,200
| +7% | +$55.7K | 0.11% | 113 |
|
|
2021
Q2 | $759K | Buy |
16,749
+671
| +4% | +$30.4K | 0.1% | 133 |
|
|
2021
Q1 | $628K | Buy |
16,078
+6,229
| +63% | +$243K | 0.09% | 147 |
|
|
2020
Q4 | $297K | Buy |
9,849
+136
| +1% | +$4.1K | 0.05% | 201 |
|
|
2020
Q3 | $228K | Sell |
9,713
-11,517
| -54% | -$270K | 0.04% | 206 |
|
|
2020
Q2 | $543K | Buy |
21,230
+11,517
| +119% | +$295K | 0.07% | 139 |
|
|
2020
Q1 | $279K | Hold |
9,713
| – | – | 0.04% | 186 |
|
|
2019
Q4 | $523K | Buy |
9,713
+920
| +10% | +$49.5K | 0.06% | 162 |
|
|
2019
Q3 | $444K | Sell |
8,793
-483
| -5% | -$24.4K | 0.05% | 167 |
|
|
2019
Q2 | $439K | Hold |
9,276
| – | – | 0.06% | 160 |
|
|
2019
Q1 | $448K | Buy |
9,276
+879
| +10% | +$42.5K | 0.06% | 154 |
|
|
2018
Q4 | $466K | Hold |
8,397
| – | – | 0.07% | 145 |
|
|
2018
Q3 | $441K | Hold |
8,397
| – | – | 0.06% | 154 |
|
|
2018
Q2 | $466K | Buy |
8,397
+7,062
| +529% | +$392K | 0.07% | 147 |
|
|
2018
Q1 | $70K | Buy |
1,335
+483
| +57% | +$25.3K | 0.01% | 322 |
|
|
2017
Q4 | $52K | Sell |
852
-1,000
| -54% | -$61K | 0.01% | 344 |
|
|
2017
Q3 | $102K | Buy |
1,852
+906
| +96% | +$49.9K | 0.02% | 264 |
|
|
2017
Q2 | $52K | Hold |
946
| – | – | 0.01% | 341 |
|
|
2017
Q1 | $53K | Sell |
946
-191
| -17% | -$10.7K | 0.01% | 345 |
|
|
2016
Q4 | $63K | Hold |
1,137
| – | – | 0.01% | 325 |
|
|
2016
Q3 | $50K | Sell |
1,137
-4,356
| -79% | -$192K | 0.01% | 357 |
|
|
2016
Q2 | $260K | Sell |
5,493
-523
| -9% | -$24.8K | 0.04% | 167 |
|
|
2016
Q1 | $291K | Sell |
6,016
-2,435
| -29% | -$118K | 0.04% | 164 |
|
|
2015
Q4 | $459K | Buy |
8,451
+583
| +7% | +$31.7K | 0.06% | 134 |
|
|
2015
Q3 | $404K | Hold |
7,868
| – | – | 0.07% | 123 |
|
|
2015
Q2 | $442K | Buy |
7,868
+3,021
| +62% | +$170K | 0.07% | 128 |
|
|
2015
Q1 | $263K | Sell |
4,847
-10,494
| -68% | -$569K | 0.04% | 177 |
|
|
2014
Q4 | $841K | Sell |
15,341
-767
| -5% | -$42K | 0.1% | 82 |
|
|
2014
Q3 | $836K | Sell |
16,108
-257
| -2% | -$13.3K | 0.11% | 79 |
|
|
2014
Q2 | $860K | Buy |
16,365
+1,264
| +8% | +$66.4K | 0.11% | 80 |
|
|
2014
Q1 | $751K | Buy |
15,101
+957
| +7% | +$47.6K | 0.12% | 92 |
|
|
2013
Q4 | $642K | Sell |
14,144
-625
| -4% | -$28.4K | 0.1% | 113 |
|
|
2013
Q3 | $610K | Sell |
14,769
-412
| -3% | -$17K | 0.1% | 104 |
|
|
2013
Q2 | $627K | Buy |
+15,181
| New | +$627K | 0.12% | 89 |
|