Martin & Co’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.77M | Buy |
22,173
+248
| +1% | +$21.3K | 0.3% | 83 |
|
|
2025
Q4 | $2.04M | Buy |
21,925
+688
| +3% | +$59.7K | 0.35% | 72 |
|
|
2025
Q3 | $1.78M | Hold |
21,237
| – | – | 0.32% | 80 |
|
|
2025
Q2 | $1.7M | Sell |
21,237
-4
| -0% | -$288 | 0.31% | 82 |
|
|
2025
Q1 | $1.52M | Buy |
21,241
+42
| +0.2% | +$3.15K | 0.29% | 84 |
|
|
2024
Q4 | $1.49M | Sell |
21,199
-1,041
| -5% | -$71.1K | 0.37% | 83 |
|
|
2024
Q3 | $1.26M | Sell |
22,240
-29
| -0.1% | -$1.64K | 0.3% | 93 |
|
|
2024
Q2 | $1.32M | Sell |
22,269
-35
| -0.2% | -$2.07K | 0.33% | 87 |
|
|
2024
Q1 | $1.29M | Sell |
22,304
-786
| -3% | -$41.1K | 0.32% | 90 |
|
|
2023
Q4 | $1.14M | Sell |
23,090
-1,063
| -4% | -$45.9K | 0.28% | 94 |
|
|
2023
Q3 | $987K | Sell |
24,153
-186
| -0.8% | -$8.03K | 0.26% | 99 |
|
|
2023
Q2 | $1.04M | Sell |
24,339
-1,112
| -4% | -$44.8K | 0.26% | 100 |
|
|
2023
Q1 | $951K | Sell |
25,451
-601
| -2% | -$26.2K | 0.24% | 101 |
|
|
2022
Q4 | $1.08M | Buy |
26,052
+434
| +2% | +$19.2K | 0.28% | 98 |
|
|
2022
Q3 | $1.03M | Buy |
25,618
+593
| +2% | +$25.5K | 0.31% | 93 |
|
|
2022
Q2 | $980K | Buy |
25,025
+673
| +3% | +$29.5K | 0.28% | 99 |
|
|
2022
Q1 | $1.18M | Sell |
24,352
-2,152
| -8% | -$115K | 0.3% | 97 |
|
|
2021
Q4 | $1.27M | Sell |
26,504
-8,246
| -24% | -$406K | 0.29% | 97 |
|
|
2021
Q3 | $1.61M | Buy |
34,750
+3,065
| +10% | +$142K | 0.38% | 83 |
|
|
2021
Q2 | $1.44M | Sell |
31,685
-1,962
| -6% | -$87.6K | 0.36% | 82 |
|
|
2021
Q1 | $1.31M | Sell |
33,647
-513
| -2% | -$18.2K | 0.33% | 92 |
|
|
2020
Q4 | $1.03M | Sell |
34,160
-80
| -0.2% | -$2.07K | 0.26% | 102 |
|
|
2020
Q3 | $805K | Sell |
34,240
-3,115
| -8% | -$76.8K | 0.24% | 107 |
|
|
2020
Q2 | $956K | Buy |
37,355
+170
| +0.5% | +$4.65K | 0.3% | 101 |
|
|
2020
Q1 | $1.07M | Buy |
37,185
+1,245
| +3% | +$52.9K | 0.38% | 94 |
|
|
2019
Q4 | $1.93M | Buy |
35,940
+860
| +2% | +$45K | 0.56% | 66 |
|
|
2019
Q3 | $1.77M | Sell |
35,080
-775
| -2% | -$36.5K | 0.53% | 75 |
|
|
2019
Q2 | $1.7M | Sell |
35,855
-580
| -2% | -$27.1K | 0.51% | 78 |
|
|
2019
Q1 | $1.76M | Sell |
36,435
-150
| -0.4% | -$7.38K | 0.53% | 70 |
|
|
2018
Q4 | $1.69M | Sell |
36,585
-150
| -0.4% | -$7.68K | 0.6% | 67 |
|
|
2018
Q3 | $1.93M | Sell |
36,735
-395
| -1% | -$22.6K | 0.58% | 68 |
|
|
2018
Q2 | $2.06M | Sell |
37,130
-210
| -0.6% | -$11.3K | 0.66% | 59 |
|
|
2018
Q1 | $1.96M | Buy |
37,340
+1,195
| +3% | +$71K | 0.65% | 59 |
|
|
2017
Q4 | $2.19M | Buy |
36,145
+285
| +0.8% | +$16.1K | 0.7% | 61 |
|
|
2017
Q3 | $1.98M | Sell |
35,860
-2,700
| -7% | -$144K | 0.64% | 64 |
|
|
2017
Q2 | $2.14M | Buy |
38,560
+675
| +2% | +$36.2K | 0.66% | 64 |
|
|
2017
Q1 | $2.11M | Sell |
37,885
-35,403
| -48% | -$2.01M | 0.67% | 62 |
|
|
2016
Q4 | $4.04M | Sell |
73,288
-1,302
| -2% | -$65.5K | 1.31% | 28 |
|
|
2016
Q3 | $3.3M | Sell |
74,590
-760
| -1% | -$36.4K | 1.09% | 40 |
|
|
2016
Q2 | $3.57M | Sell |
75,350
-2,995
| -4% | -$146K | 1.15% | 35 |
|
|
2016
Q1 | $3.79M | Sell |
78,345
-680
| -0.9% | -$33.3K | 1.2% | 34 |
|
|
2015
Q4 | $4.3M | Buy |
79,025
+55
| +0.1% | +$2.99K | 1.37% | 29 |
|
|
2015
Q3 | $4.05M | Buy |
78,970
+1,775
| +2% | +$97.6K | 1.36% | 30 |
|
|
2015
Q2 | $4.34M | Buy |
77,195
+1,040
| +1% | +$58K | 1.42% | 26 |
|
|
2015
Q1 | $4.14M | Buy |
76,155
+950
| +1% | +$51.3K | 1.33% | 32 |
|
|
2014
Q4 | $4.12M | Buy |
75,205
+1,360
| +2% | +$72K | 1.3% | 33 |
|
|
2014
Q3 | $3.83M | Buy |
73,845
+240
| +0.3% | +$12.3K | 1.27% | 35 |
|
|
2014
Q2 | $3.87M | Buy |
73,605
+1,155
| +2% | +$58.1K | 1.25% | 35 |
|
|
2014
Q1 | $3.6M | Buy |
72,450
+795
| +1% | +$37K | 1.23% | 38 |
|
|
2013
Q4 | $3.25M | Sell |
71,655
-75
| -0.1% | -$3.24K | 1.11% | 41 |
|
|
2013
Q3 | $2.96M | Sell |
71,730
-93
| -0.1% | -$3.97K | 1.06% | 46 |
|
|
2013
Q2 | $2.96M | Buy |
+71,823
| New | +$2.8M | 1.06% | 44 |
|
Other funds holding WFC
VCM
VPM
