Marotta Asset 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 | $2.82M | Sell |
35,181
-56
| -0.2% | -$4.49K | 0.57% | 40 |
|
|
2025
Q1 | $1.99M | Hold |
35,237
| – | – | 0.39% | 45 |
|
|
2024
Q4 | $2.47M | Hold |
35,237
| – | – | 0.52% | 42 |
|
|
2024
Q3 | $1.99M | Hold |
35,237
| – | – | 0.39% | 45 |
|
|
2024
Q2 | $2.14M | Buy |
35,237
+56
| +0.2% | +$3.39K | 0.44% | 45 |
|
|
2024
Q1 | $2.04M | Hold |
35,181
| – | – | 0.42% | 44 |
|
|
2023
Q4 | $1.73M | Hold |
35,181
| – | – | 0.37% | 43 |
|
|
2023
Q3 | $1.44M | Hold |
35,181
| – | – | 0.33% | 45 |
|
|
2023
Q2 | $1.5M | Buy |
+35,181
| New | +$1.5M | 0.33% | 41 |
|
|
2022
Q4 | $1.45M | Sell |
35,181
-449
| -1% | -$18.5K | 0.35% | 41 |
|
|
2022
Q3 | $1.43M | Hold |
35,630
| – | – | 0.37% | 41 |
|
|
2022
Q2 | $1.42M | Sell |
35,630
-199
| -0.6% | -$7.94K | 0.35% | 42 |
|
|
2022
Q1 | $1.74M | Hold |
35,829
| – | – | 0.4% | 36 |
|
|
2021
Q4 | $1.72M | Buy |
35,829
+750
| +2% | +$36K | 0.39% | 38 |
|
|
2021
Q3 | $1.63M | Hold |
35,079
| – | – | 0.39% | 38 |
|
|
2021
Q2 | $1.59M | Sell |
35,079
-679
| -2% | -$30.8K | 0.38% | 40 |
|
|
2021
Q1 | $1.42M | Sell |
35,758
-200
| -0.6% | -$7.93K | 0.36% | 39 |
|
|
2020
Q4 | $1.09M | Sell |
35,958
-468
| -1% | -$14.1K | 0.29% | 40 |
|
|
2020
Q3 | $856K | Hold |
36,426
| – | – | 0.26% | 41 |
|
|
2020
Q2 | $933K | Sell |
36,426
-373
| -1% | -$9.55K | 0.3% | 41 |
|
|
2020
Q1 | $978K | Sell |
36,799
-222
| -0.6% | -$5.9K | 0.38% | 39 |
|
|
2019
Q4 | $1.74M | Buy |
+37,021
| New | +$1.74M | 0.53% | 39 |
|