Mitchell McLeod Pugh & Williams’s Wells Fargo WFC Stock Holding History

Mitchell McLeod Pugh & Williams’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.36M	Buy	29,684 +139	+0.5%	+$11.9K	0.35%	57
2025 Q4	$2.78M	Buy	29,545 +8,681	+42%	+$754K	0.4%	50
2025 Q3	$1.81M	Buy	20,864 +113	+0.5%	+$9.16K	0.29%	68
2025 Q2	$1.66M	Buy	20,751 +356	+2%	+$25.7K	0.31%	70
2025 Q1	$1.46M	Buy	20,395 +313	+2%	+$23.5K	0.3%	72
2024 Q4	$1.41M	Buy	20,082 +747	+4%	+$51K	0.3%	72
2024 Q3	$1.09M	Sell	19,335 -578	-3%	-$32.7K	0.23%	93
2024 Q2	$1.18M	Sell	19,913 -308	-2%	-$18.2K	0.27%	80
2024 Q1	$1.17M	Buy	20,221 +522	+3%	+$27.3K	0.28%	84
2023 Q4	$970K	Sell	19,699 -852	-4%	-$36.8K	0.26%	91
2023 Q3	$840K	Buy	20,551 +1,398	+7%	+$60.4K	0.25%	99
2023 Q2	$817K	Sell	19,153 -96	-0.5%	-$3.86K	0.24%	100
2023 Q1	$720K	Sell	19,249 -66	-0.3%	-$2.88K	0.22%	116
2022 Q4	$798K	Buy	19,315 +151	+0.8%	+$6.68K	0.27%	105
2022 Q3	$771K	Sell	19,164 -131	-0.7%	-$5.63K	0.3%	95
2022 Q2	$756K	Buy	19,295 +95	+0.5%	+$4.17K	0.29%	97
2022 Q1	$930K	Buy	19,200 +38	+0.2%	+$2.03K	0.31%	85
2021 Q4	$919K	Sell	19,162 -90	-0.5%	-$4.43K	0.3%	98
2021 Q3	$893K	Buy	19,252 +1,648	+9%	+$76.3K	0.33%	94
2021 Q2	$797K	Buy	17,604 +430	+3%	+$19.2K	0.31%	102
2021 Q1	$671K	Buy	17,174 +490	+3%	+$17.3K	0.28%	108
2020 Q4	$504K	Sell	16,684 -2,662	-14%	-$68.9K	0.23%	118
2020 Q3	$455K	Buy	19,346 +44	+0.2%	+$1.08K	0.23%	124
2020 Q2	$494K	Sell	19,302 -6,060	-24%	-$166K	0.28%	112
2020 Q1	$728K	Sell	25,362 -508	-2%	-$21.6K	0.56%	60
2019 Q4	$1.39M	Buy	25,870 +296	+1%	+$15.5K	0.88%	28
2019 Q3	$1.29M	Buy	25,574 +98	+0.4%	+$4.62K	0.87%	32
2019 Q2	$1.21M	Sell	25,476 -550	-2%	-$25.7K	0.83%	32
2019 Q1	$1.26M	Buy	26,026 +1,041	+4%	+$51.2K	0.88%	28
2018 Q4	$1.15M	Sell	24,985 -1,143	-4%	-$58.5K	0.92%	26
2018 Q3	$1.37M	Sell	26,128 -2,600	-9%	-$148K	0.92%	26
2018 Q2	$1.59M	Hold	28,728	–	–	1.12%	21
2018 Q1	$1.51M	Buy	28,728 +355	+1%	+$21.1K	1.08%	22
2017 Q4	$1.72M	Buy	28,373 +195	+0.7%	+$11K	1.19%	18
2017 Q3	$1.55M	Sell	28,178 -100	-0.4%	-$5.32K	1.14%	19
2017 Q2	$1.57M	Buy	28,278 +510	+2%	+$27.3K	1.19%	16
2017 Q1	$1.55M	Buy	27,768 +40	+0.1%	+$2.27K	1.21%	15
2016 Q4	$1.53M	Buy	27,728 +872	+3%	+$43.8K	1.24%	14
2016 Q3	$1.19M	Sell	26,856 -139	-0.5%	-$6.65K	1.04%	26
2016 Q2	$1.28M	Buy	26,995 +1,491	+6%	+$72.7K	1.16%	19
2016 Q1	$1.23M	Buy	25,504 +530	+2%	+$25.9K	1.19%	19
2015 Q4	$1.36M	Buy	24,974 +154	+0.6%	+$8.36K	1.35%	13
2015 Q3	$1.27M	Buy	24,820 +86	+0.3%	+$4.73K	1.32%	17
2015 Q2	$1.39M	Hold	24,734	–	–	1.28%	15
2015 Q1	$1.35M	Buy	24,734 +362	+1%	+$19.6K	1.23%	20
2014 Q4	$1.34M	Buy	+24,372	New	+$1.29M	1.23%	18