Marquette 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 | $4.65K | Hold |
58
| – | – | ﹤0.01% | 123 |
|
|
2025
Q1 | $4.16K | Hold |
58
| – | – | ﹤0.01% | 127 |
|
|
2024
Q4 | $4.07K | Hold |
58
| – | – | ﹤0.01% | 180 |
|
|
2024
Q3 | $3.28K | Buy |
+58
| New | +$3.28K | ﹤0.01% | 221 |
|
|
2024
Q2 | – | Sell |
-2,505
| Closed | -$145K | – | 205 |
|
|
2024
Q1 | $145K | Hold |
2,505
| – | – | 0.03% | 88 |
|
|
2023
Q4 | $123K | Sell |
2,505
-656
| -21% | -$32.3K | 0.02% | 96 |
|
|
2023
Q3 | $129K | Hold |
3,161
| – | – | 0.03% | 90 |
|
|
2023
Q2 | $135K | Buy |
3,161
+656
| +26% | +$28K | 0.03% | 97 |
|
|
2023
Q1 | $93.6K | Buy |
+2,505
| New | +$93.6K | 0.02% | 114 |
|
|
2020
Q1 | – | Sell |
-934
| Closed | -$50K | – | 278 |
|
|
2019
Q4 | $50K | Sell |
934
-300
| -24% | -$16.1K | 0.02% | 138 |
|
|
2019
Q3 | $62K | Buy |
1,234
+300
| +32% | +$15.1K | 0.02% | 138 |
|
|
2019
Q2 | $44K | Hold |
934
| – | – | 0.01% | 158 |
|
|
2019
Q1 | $45K | Buy |
+934
| New | +$45K | 0.02% | 159 |
|
|
2016
Q1 | – | Sell |
-4,894
| Closed | -$266K | – | 89 |
|
|
2015
Q4 | $266K | Buy |
4,894
+934
| +24% | +$50.8K | 0.11% | 73 |
|
|
2015
Q3 | $203K | Hold |
3,960
| – | – | 0.09% | 80 |
|
|
2015
Q2 | $223K | Hold |
3,960
| – | – | 0.09% | 82 |
|
|
2015
Q1 | $215K | Hold |
3,960
| – | – | 0.09% | 83 |
|
|
2014
Q4 | $217K | Hold |
3,960
| – | – | 0.09% | 83 |
|
|
2014
Q3 | $205K | Hold |
3,960
| – | – | 0.09% | 83 |
|
|
2014
Q2 | $208K | Buy |
+3,960
| New | +$208K | 0.08% | 82 |
|
|
2013
Q3 | – | Sell |
-5,337
| Closed | -$220K | – | 89 |
|
|
2013
Q2 | $220K | Buy |
+5,337
| New | +$220K | 0.11% | 77 |
|