Meyer Handelman Company’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 | $17.5M | Sell |
218,711
-1,000
| -0.5% | -$80.1K | 0.58% | 50 |
|
|
2025
Q1 | $15.8M | Sell |
219,711
-31,093
| -12% | -$2.23M | 0.55% | 52 |
|
|
2024
Q4 | $17.6M | Sell |
250,804
-3,500
| -1% | -$246K | 0.61% | 50 |
|
|
2024
Q3 | $14.4M | Sell |
254,304
-1,500
| -0.6% | -$84.7K | 0.49% | 58 |
|
|
2024
Q2 | $15.2M | Sell |
255,804
-140
| -0.1% | -$8.32K | 0.53% | 56 |
|
|
2024
Q1 | $14.8M | Buy |
255,944
+452
| +0.2% | +$26.2K | 0.52% | 58 |
|
|
2023
Q4 | $12.6M | Hold |
255,492
| – | – | 0.49% | 61 |
|
|
2023
Q3 | $10.4M | Sell |
255,492
-700
| -0.3% | -$28.6K | 0.42% | 70 |
|
|
2023
Q2 | $10.9M | Buy |
256,192
+7,450
| +3% | +$318K | 0.44% | 66 |
|
|
2023
Q1 | $9.3M | Sell |
248,742
-5,800
| -2% | -$217K | 0.39% | 74 |
|
|
2022
Q4 | $10.5M | Buy |
254,542
+1,108
| +0.4% | +$45.7K | 0.44% | 69 |
|
|
2022
Q3 | $10.2M | Hold |
253,434
| – | – | 0.47% | 66 |
|
|
2022
Q2 | $9.93M | Hold |
253,434
| – | – | 0.43% | 70 |
|
|
2022
Q1 | $12.3M | Buy |
253,434
+250
| +0.1% | +$12.1K | 0.47% | 67 |
|
|
2021
Q4 | $12.1M | Sell |
253,184
-200
| -0.1% | -$9.6K | 0.45% | 66 |
|
|
2021
Q3 | $11.8M | Buy |
253,384
+4,700
| +2% | +$218K | 0.48% | 67 |
|
|
2021
Q2 | $11.3M | Buy |
248,684
+6,200
| +3% | +$281K | 0.44% | 68 |
|
|
2021
Q1 | $9.47M | Buy |
242,484
+67,300
| +38% | +$2.63M | 0.39% | 73 |
|
|
2020
Q4 | $5.29M | Buy |
175,184
+30,616
| +21% | +$924K | 0.24% | 90 |
|
|
2020
Q3 | $3.4M | Buy |
144,568
+18,700
| +15% | +$440K | 0.17% | 102 |
|
|
2020
Q2 | $3.22M | Buy |
125,868
+38,300
| +44% | +$981K | 0.17% | 103 |
|
|
2020
Q1 | $2.51M | Hold |
87,568
| – | – | 0.15% | 103 |
|
|
2019
Q4 | $4.71M | Hold |
87,568
| – | – | 0.23% | 95 |
|
|
2019
Q3 | $4.42M | Hold |
87,568
| – | – | 0.22% | 92 |
|
|
2019
Q2 | $4.14M | Buy |
87,568
+168
| +0.2% | +$7.95K | 0.21% | 97 |
|
|
2019
Q1 | $4.35M | Buy |
87,400
+500
| +0.6% | +$24.9K | 0.23% | 96 |
|
|
2018
Q4 | $4M | Sell |
86,900
-30,500
| -26% | -$1.41M | 0.23% | 96 |
|
|
2018
Q3 | $6.17M | Sell |
117,400
-5,000
| -4% | -$263K | 0.3% | 83 |
|
|
2018
Q2 | $6.79M | Buy |
122,400
+332
| +0.3% | +$18.4K | 0.35% | 79 |
|
|
2018
Q1 | $6.4M | Sell |
122,068
-5,000
| -4% | -$262K | 0.33% | 81 |
|
|
2017
Q4 | $7.71M | Sell |
127,068
-71,000
| -36% | -$4.31M | 0.37% | 72 |
|
|
2017
Q3 | $10.9M | Sell |
198,068
-1,250
| -0.6% | -$68.9K | 0.5% | 60 |
|
|
2017
Q2 | $11M | Sell |
199,318
-333
| -0.2% | -$18.5K | 0.47% | 67 |
|
|
2017
Q1 | $11.1M | Sell |
199,651
-67
| -0% | -$3.73K | 0.47% | 69 |
|
|
2016
Q4 | $11M | Sell |
199,718
-200
| -0.1% | -$11K | 0.49% | 68 |
|
|
2016
Q3 | $8.85M | Sell |
199,918
-1,500
| -0.7% | -$66.4K | 0.4% | 73 |
|
|
2016
Q2 | $9.53M | Hold |
201,418
| – | – | 0.43% | 70 |
|
|
2016
Q1 | $9.74M | Sell |
201,418
-500
| -0.2% | -$24.2K | 0.45% | 67 |
|
|
2015
Q4 | $11M | Hold |
201,918
| – | – | 0.52% | 58 |
|
|
2015
Q3 | $10.4M | Sell |
201,918
-400
| -0.2% | -$20.5K | 0.53% | 61 |
|
|
2015
Q2 | $11.4M | Hold |
202,318
| – | – | 0.52% | 63 |
|
|
2015
Q1 | $11M | Buy |
202,318
+100
| +0% | +$5.44K | 0.5% | 66 |
|
|
2014
Q4 | $11.1M | Hold |
202,218
| – | – | 0.5% | 65 |
|
|
2014
Q3 | $10.5M | Hold |
202,218
| – | – | 0.49% | 67 |
|
|
2014
Q2 | $10.6M | Hold |
202,218
| – | – | 0.49% | 70 |
|
|
2014
Q1 | $10.1M | Buy |
202,218
+700
| +0.3% | +$34.8K | 0.48% | 64 |
|
|
2013
Q4 | $9.15M | Hold |
201,518
| – | – | 0.44% | 70 |
|
|
2013
Q3 | $8.33M | Buy |
201,518
+19,250
| +11% | +$795K | 0.44% | 72 |
|
|
2013
Q2 | $7.52M | Buy |
+182,268
| New | +$7.52M | 0.41% | 75 |
|