Marietta Investment Partners’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 | $705K | Hold |
8,800
| – | – | 0.15% | 107 |
|
|
2025
Q1 | $632K | Hold |
8,800
| – | – | 0.15% | 107 |
|
|
2024
Q4 | $618K | Hold |
8,800
| – | – | 0.14% | 109 |
|
|
2024
Q3 | $497K | Hold |
8,800
| – | – | 0.11% | 119 |
|
|
2024
Q2 | $523K | Hold |
8,800
| – | – | 0.11% | 114 |
|
|
2024
Q1 | $510K | Hold |
8,800
| – | – | 0.11% | 118 |
|
|
2023
Q4 | $433K | Hold |
8,800
| – | – | 0.11% | 115 |
|
|
2023
Q3 | $360K | Hold |
8,800
| – | – | 0.1% | 129 |
|
|
2023
Q2 | $376K | Hold |
8,800
| – | – | 0.1% | 129 |
|
|
2023
Q1 | $329K | Buy |
8,800
+1,000
| +13% | +$37.4K | 0.09% | 139 |
|
|
2022
Q4 | $322K | Sell |
7,800
-45
| -0.6% | -$1.86K | 0.09% | 149 |
|
|
2022
Q3 | $367K | Hold |
7,845
| – | – | 0.11% | 131 |
|
|
2022
Q2 | $307K | Sell |
7,845
-3,855
| -33% | -$151K | 0.09% | 142 |
|
|
2022
Q1 | $567K | Hold |
11,700
| – | – | 0.13% | 118 |
|
|
2021
Q4 | $561K | Hold |
11,700
| – | – | 0.12% | 125 |
|
|
2021
Q3 | $543K | Sell |
11,700
-8
| -0.1% | -$371 | 0.12% | 121 |
|
|
2021
Q2 | $530K | Sell |
11,708
-29
| -0.2% | -$1.31K | 0.12% | 122 |
|
|
2021
Q1 | $459K | Buy |
11,737
+37
| +0.3% | +$1.45K | 0.11% | 126 |
|
|
2020
Q4 | $353K | Hold |
11,700
| – | – | 0.09% | 121 |
|
|
2020
Q3 | $275K | Hold |
11,700
| – | – | 0.08% | 124 |
|
|
2020
Q2 | $300K | Buy |
+11,700
| New | +$300K | 0.1% | 120 |
|
|
2016
Q4 | – | Sell |
-5,800
| Closed | -$257K | – | 155 |
|
|
2016
Q3 | $257K | Hold |
5,800
| – | – | 0.08% | 130 |
|
|
2016
Q2 | $275K | Hold |
5,800
| – | – | 0.1% | 124 |
|
|
2016
Q1 | $280K | Hold |
5,800
| – | – | 0.12% | 109 |
|
|
2015
Q4 | $315K | Hold |
5,800
| – | – | 0.13% | 103 |
|
|
2015
Q3 | $318K | Hold |
5,800
| – | – | 0.12% | 98 |
|
|
2015
Q2 | $326K | Hold |
5,800
| – | – | 0.13% | 98 |
|
|
2015
Q1 | $316K | Hold |
5,800
| – | – | 0.12% | 99 |
|
|
2014
Q4 | $318K | Hold |
5,800
| – | – | 0.13% | 104 |
|
|
2014
Q3 | $301K | Hold |
5,800
| – | – | 0.13% | 89 |
|
|
2014
Q2 | $305K | Hold |
5,800
| – | – | 0.13% | 93 |
|
|
2014
Q1 | $288K | Hold |
5,800
| – | – | 0.11% | 111 |
|
|
2013
Q4 | $263K | Hold |
5,800
| – | – | 0.1% | 119 |
|
|
2013
Q3 | $240K | Hold |
5,800
| – | – | 0.1% | 122 |
|
|
2013
Q2 | $239K | Buy |
+5,800
| New | +$239K | 0.1% | 115 |
|