Marco Investment 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 | $2.83M | Buy |
35,334
+5,383
| +18% | +$431K | 0.24% | 80 |
|
|
2025
Q1 | $2.15M | Buy |
29,951
+450
| +2% | +$32.3K | 0.2% | 86 |
|
|
2024
Q4 | $2.07M | Hold |
29,501
| – | – | 0.18% | 85 |
|
|
2024
Q3 | $1.67M | Buy |
29,501
+100
| +0.3% | +$5.65K | 0.14% | 98 |
|
|
2024
Q2 | $1.75M | Buy |
29,401
+1,700
| +6% | +$101K | 0.16% | 92 |
|
|
2024
Q1 | $1.61M | Hold |
27,701
| – | – | 0.15% | 98 |
|
|
2023
Q4 | $1.36M | Sell |
27,701
-732
| -3% | -$36K | 0.14% | 103 |
|
|
2023
Q3 | $1.16M | Sell |
28,433
-3,415
| -11% | -$140K | 0.13% | 106 |
|
|
2023
Q2 | $1.36M | Buy |
31,848
+50
| +0.2% | +$2.13K | 0.15% | 105 |
|
|
2023
Q1 | $1.19M | Buy |
31,798
+2,500
| +9% | +$93.5K | 0.13% | 105 |
|
|
2022
Q4 | $1.21M | Buy |
29,298
+2,000
| +7% | +$82.6K | 0.14% | 104 |
|
|
2022
Q3 | $1.1M | Hold |
27,298
| – | – | 0.14% | 102 |
|
|
2022
Q2 | $1.07M | Hold |
27,298
| – | – | 0.12% | 112 |
|
|
2022
Q1 | $1.32M | Sell |
27,298
-2,500
| -8% | -$121K | 0.13% | 113 |
|
|
2021
Q4 | $1.43M | Sell |
29,798
-143
| -0.5% | -$6.86K | 0.14% | 110 |
|
|
2021
Q3 | $1.39M | Sell |
29,941
-1
| -0% | -$46 | 0.15% | 109 |
|
|
2021
Q2 | $1.36M | Buy |
29,942
+30
| +0.1% | +$1.36K | 0.16% | 107 |
|
|
2021
Q1 | $1.17M | Buy |
29,912
+882
| +3% | +$34.5K | 0.15% | 105 |
|
|
2020
Q4 | $876K | Hold |
29,030
| – | – | 0.13% | 106 |
|
|
2020
Q3 | $682K | Sell |
29,030
-3,400
| -10% | -$79.9K | 0.11% | 107 |
|
|
2020
Q2 | $830K | Sell |
32,430
-470
| -1% | -$12K | 0.15% | 96 |
|
|
2020
Q1 | $944K | Sell |
32,900
-1,800
| -5% | -$51.6K | 0.2% | 81 |
|
|
2019
Q4 | $1.87M | Hold |
34,700
| – | – | 0.29% | 76 |
|
|
2019
Q3 | $1.75M | Buy |
34,700
+620
| +2% | +$31.3K | 0.3% | 75 |
|
|
2019
Q2 | $1.61M | Sell |
34,080
-8,369
| -20% | -$396K | 0.29% | 77 |
|
|
2019
Q1 | $2.05M | Sell |
42,449
-9,800
| -19% | -$474K | 0.38% | 65 |
|
|
2018
Q4 | $2.41M | Sell |
52,249
-7,213
| -12% | -$332K | 0.48% | 63 |
|
|
2018
Q3 | $3.13M | Buy |
59,462
+162
| +0.3% | +$8.51K | 0.44% | 61 |
|
|
2018
Q2 | $3.29M | Sell |
59,300
-13,730
| -19% | -$761K | 0.51% | 57 |
|
|
2018
Q1 | $3.83M | Sell |
73,030
-45,318
| -38% | -$2.38M | 0.59% | 52 |
|
|
2017
Q4 | $7.18M | Sell |
118,348
-7,897
| -6% | -$479K | 1.1% | 32 |
|
|
2017
Q3 | $6.96M | Sell |
126,245
-2,487
| -2% | -$137K | 1.09% | 34 |
|
|
2017
Q2 | $7.13M | Sell |
128,732
-316
| -0.2% | -$17.5K | 1.18% | 30 |
|
|
2017
Q1 | $7.18M | Sell |
129,048
-2,000
| -2% | -$111K | 1.22% | 30 |
|
|
2016
Q4 | $7.22M | Sell |
131,048
-1,800
| -1% | -$99.2K | 1.26% | 30 |
|
|
2016
Q3 | $5.88M | Buy |
132,848
+1,092
| +0.8% | +$48.4K | 1.05% | 33 |
|
|
2016
Q2 | $6.24M | Buy |
131,756
+12,869
| +11% | +$609K | 1.16% | 29 |
|
|
2016
Q1 | $5.75K | Sell |
118,887
-300
| -0.3% | -$15 | 0.83% | 31 |
|
|
2015
Q4 | $6.48M | Buy |
119,187
+1,900
| +2% | +$103K | 1.21% | 26 |
|
|
2015
Q3 | $6.02M | Sell |
117,287
-400
| -0.3% | -$20.5K | 1.19% | 27 |
|
|
2015
Q2 | $6.62M | Sell |
117,687
-2,000
| -2% | -$112K | 1.11% | 34 |
|
|
2015
Q1 | $6.51M | Buy |
119,687
+6,397
| +6% | +$348K | 1.13% | 30 |
|
|
2014
Q4 | $6.21M | Sell |
113,290
-730
| -0.6% | -$40K | 0.78% | 38 |
|
|
2014
Q3 | $5.91M | Buy |
114,020
+2,080
| +2% | +$108K | 0.82% | 34 |
|
|
2014
Q2 | $5.88M | Buy |
111,940
+352
| +0.3% | +$18.5K | 1.12% | 32 |
|
|
2014
Q1 | $5.55M | Sell |
111,588
-338
| -0.3% | -$16.8K | 1.16% | 30 |
|
|
2013
Q4 | $5.08K | Sell |
111,926
-5,200
| -4% | -$236 | 0.27% | 39 |
|
|
2013
Q3 | $4.84M | Buy |
117,126
+3
| +0% | +$124 | 1.11% | 34 |
|
|
2013
Q2 | $4.83M | Buy |
+117,123
| New | +$4.83M | 1.4% | 25 |
|