Miller Investment Management’s Wells Fargo WFC Stock Holding History

Miller Investment Management’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.73M	Hold	34,082	–	–	0.29%	35
2025 Q1	$2.45M	Hold	34,082	–	–	0.27%	35
2024 Q4	$2.39M	Hold	34,082	–	–	0.26%	36
2024 Q3	$1.93M	Hold	34,082	–	–	0.2%	47
2024 Q2	$2.02M	Hold	34,082	–	–	0.24%	43
2024 Q1	$1.98M	Hold	34,082	–	–	0.25%	43
2023 Q4	$1.68M	Sell	34,082 -4,100	-11%	-$202K	0.24%	49
2023 Q3	$1.56M	Hold	38,182	–	–	0.25%	44
2023 Q2	$1.63M	Hold	38,182	–	–	0.25%	46
2023 Q1	$1.43M	Hold	38,182	–	–	0.24%	48
2022 Q4	$1.58M	Hold	38,182	–	–	0.27%	43
2022 Q3	$1.54M	Hold	38,182	–	–	0.32%	40
2022 Q2	$1.5M	Hold	38,182	–	–	0.31%	43
2022 Q1	$1.85M	Hold	38,182	–	–	0.29%	43
2021 Q4	$1.83M	Hold	38,182	–	–	0.26%	42
2021 Q3	$1.77M	Hold	38,182	–	–	0.3%	39
2021 Q2	$1.73M	Hold	38,182	–	–	0.3%	34
2021 Q1	$1.49M	Hold	38,182	–	–	0.28%	34
2020 Q4	$1.15M	Hold	38,182	–	–	0.21%	41
2020 Q3	$898K	Sell	38,182 -23	-0.1%	-$541	0.22%	42
2020 Q2	$978K	Hold	38,205	–	–	0.29%	36
2020 Q1	$1.1M	Buy	38,205 +442	+1%	+$12.7K	0.35%	30
2019 Q4	$2.03M	Hold	37,763	–	–	0.45%	28
2019 Q3	$1.91M	Hold	37,763	–	–	0.43%	27
2019 Q2	$1.79M	Hold	37,763	–	–	0.41%	29
2019 Q1	$1.83M	Hold	37,763	–	–	0.48%	25
2018 Q4	$1.74M	Hold	37,763	–	–	0.51%	23
2018 Q3	$1.99M	Hold	37,763	–	–	0.6%	22
2018 Q2	$2.09M	Sell	37,763 -23	-0.1%	-$1.28K	0.63%	18
2018 Q1	$1.98M	Buy	37,786 +46	+0.1%	+$2.41K	0.65%	20
2017 Q4	$2.29M	Hold	37,740	–	–	0.7%	17
2017 Q3	$2.08M	Hold	37,740	–	–	0.67%	19
2017 Q2	$2.09M	Hold	37,740	–	–	0.74%	16
2017 Q1	$2.1M	Sell	37,740 -1,335	-3%	-$74.3K	0.77%	17
2016 Q4	$2.15M	Hold	39,075	–	–	0.7%	12
2016 Q3	$1.73M	Hold	39,075	–	–	0.62%	22
2016 Q2	$1.85M	Buy	39,075 +2,400	+7%	+$114K	0.71%	17
2016 Q1	$1.77M	Buy	36,675 +4,100	+13%	+$198K	0.78%	17
2015 Q4	$1.77M	Hold	32,575	–	–	0.68%	14
2015 Q3	$1.67M	Hold	32,575	–	–	0.68%	17
2015 Q2	$1.83M	Hold	32,575	–	–	0.68%	14
2015 Q1	$1.77M	Hold	32,575	–	–	0.64%	17
2014 Q4	$1.79M	Hold	32,575	–	–	0.68%	21
2014 Q3	$1.69M	Hold	32,575	–	–	0.81%	14
2014 Q2	$1.71M	Sell	32,575 -11,800	-27%	-$620K	0.76%	15
2014 Q1	$2.21M	Hold	44,375	–	–	1.24%	8
2013 Q4	$2.02M	Hold	44,375	–	–	1.12%	20
2013 Q3	$1.83M	Sell	44,375 -2,365	-5%	-$97.7K	1.1%	20
2013 Q2	$1.93M	Buy	+46,740	New	+$1.93M	1.37%	10