Meridian Investment Counsel’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 | $1.95M | Hold |
24,295
| – | – | 0.53% | 60 |
|
|
2025
Q1 | $1.74M | Hold |
24,295
| – | – | 0.51% | 64 |
|
|
2024
Q4 | $1.71M | Sell |
24,295
-2,086
| -8% | -$147K | 0.51% | 59 |
|
|
2024
Q3 | $1.49M | Sell |
26,381
-2,511
| -9% | -$142K | 0.45% | 68 |
|
|
2024
Q2 | $1.72M | Hold |
28,892
| – | – | 0.54% | 55 |
|
|
2024
Q1 | $1.67M | Sell |
28,892
-741
| -3% | -$42.9K | 0.56% | 58 |
|
|
2023
Q4 | $1.46M | Hold |
29,633
| – | – | 0.5% | 62 |
|
|
2023
Q3 | $1.21M | Sell |
29,633
-558
| -2% | -$22.8K | 0.45% | 65 |
|
|
2023
Q2 | $1.29M | Sell |
30,191
-50
| -0.2% | -$2.13K | 0.46% | 63 |
|
|
2023
Q1 | $1.13M | Hold |
30,241
| – | – | 0.43% | 67 |
|
|
2022
Q4 | $1.25M | Hold |
30,241
| – | – | 0.5% | 61 |
|
|
2022
Q3 | $1.22M | Buy |
30,241
+18
| +0.1% | +$724 | 0.54% | 55 |
|
|
2022
Q2 | $1.18M | Sell |
30,223
-60
| -0.2% | -$2.35K | 0.49% | 60 |
|
|
2022
Q1 | $1.47M | Sell |
30,283
-232
| -0.8% | -$11.2K | 0.51% | 58 |
|
|
2021
Q4 | $1.46M | Buy |
30,515
+3
| +0% | +$144 | 0.49% | 59 |
|
|
2021
Q3 | $1.42M | Buy |
30,512
+213
| +0.7% | +$9.89K | 0.51% | 56 |
|
|
2021
Q2 | $1.37M | Buy |
30,299
+1,336
| +5% | +$60.5K | 0.48% | 62 |
|
|
2021
Q1 | $1.13M | Buy |
28,963
+420
| +1% | +$16.4K | 0.44% | 66 |
|
|
2020
Q4 | $861K | Buy |
28,543
+5,550
| +24% | +$167K | 0.36% | 75 |
|
|
2020
Q3 | $541K | Buy |
22,993
+4,200
| +22% | +$98.8K | 0.26% | 91 |
|
|
2020
Q2 | $481K | Hold |
18,793
| – | – | 0.25% | 96 |
|
|
2020
Q1 | $539K | Buy |
18,793
+1,700
| +10% | +$48.8K | 0.35% | 74 |
|
|
2019
Q4 | $920K | Hold |
17,093
| – | – | 0.45% | 67 |
|
|
2019
Q3 | $862K | Sell |
17,093
-200
| -1% | -$10.1K | 0.47% | 67 |
|
|
2019
Q2 | $818K | Sell |
17,293
-618
| -3% | -$29.2K | 0.45% | 68 |
|
|
2019
Q1 | $865K | Hold |
17,911
| – | – | 0.51% | 62 |
|
|
2018
Q4 | $825K | Hold |
17,911
| – | – | 0.54% | 62 |
|
|
2018
Q3 | $941K | Hold |
17,911
| – | – | 0.51% | 62 |
|
|
2018
Q2 | $993K | Hold |
17,911
| – | – | 0.56% | 56 |
|
|
2018
Q1 | $939K | Buy |
17,911
+65
| +0.4% | +$3.41K | 0.53% | 61 |
|
|
2017
Q4 | $1.08M | Sell |
17,846
-49
| -0.3% | -$2.97K | 0.59% | 54 |
|
|
2017
Q3 | $987K | Hold |
17,895
| – | – | 0.57% | 57 |
|
|
2017
Q2 | $992K | Buy |
17,895
+200
| +1% | +$11.1K | 0.59% | 57 |
|
|
2017
Q1 | $985K | Sell |
17,695
-580
| -3% | -$32.3K | 0.6% | 57 |
|
|
2016
Q4 | $1.01M | Sell |
18,275
-148
| -0.8% | -$8.16K | 0.67% | 50 |
|
|
2016
Q3 | $816K | Buy |
18,423
+600
| +3% | +$26.6K | 0.55% | 60 |
|
|
2016
Q2 | $844K | Hold |
17,823
| – | – | 0.57% | 56 |
|
|
2016
Q1 | $862K | Sell |
17,823
-600
| -3% | -$29K | 0.6% | 56 |
|
|
2015
Q4 | $1M | Buy |
18,423
+2,900
| +19% | +$158K | 0.74% | 47 |
|
|
2015
Q3 | $797K | Buy |
15,523
+850
| +6% | +$43.6K | 0.65% | 51 |
|
|
2015
Q2 | $825K | Hold |
14,673
| – | – | 0.59% | 59 |
|
|
2015
Q1 | $798K | Buy |
14,673
+2,299
| +19% | +$125K | 0.55% | 61 |
|
|
2014
Q4 | $678K | Sell |
12,374
-650
| -5% | -$35.6K | 0.49% | 66 |
|
|
2014
Q3 | $676K | Buy |
13,024
+1,500
| +13% | +$77.9K | 0.51% | 67 |
|
|
2014
Q2 | $606K | Buy |
11,524
+178
| +2% | +$9.36K | 0.47% | 71 |
|
|
2014
Q1 | $564K | Sell |
11,346
-2,485
| -18% | -$124K | 0.48% | 71 |
|
|
2013
Q4 | $628K | Buy |
+13,831
| New | +$628K | 0.53% | 67 |
|