Mitchell Sinkler & Starr’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 | – | Sell |
-55,125
| Closed | -$3.96M | – | 157 |
|
|
2025
Q1 | $3.96M | Hold |
55,125
| – | – | 1.11% | 26 |
|
|
2024
Q4 | $3.87M | Hold |
55,125
| – | – | 1.03% | 27 |
|
|
2024
Q3 | $3.11M | Hold |
55,125
| – | – | 0.78% | 33 |
|
|
2024
Q2 | $3.27M | Hold |
55,125
| – | – | 0.84% | 32 |
|
|
2024
Q1 | $3.2M | Sell |
55,125
-1,750
| -3% | -$101K | 0.8% | 36 |
|
|
2023
Q4 | $2.8M | Buy |
56,875
+1,750
| +3% | +$86.1K | 0.51% | 51 |
|
|
2023
Q3 | $2.25M | Hold |
55,125
| – | – | 0.69% | 36 |
|
|
2023
Q2 | $2.35M | Hold |
55,125
| – | – | 0.67% | 37 |
|
|
2023
Q1 | $2.06M | Hold |
55,125
| – | – | 0.61% | 41 |
|
|
2022
Q4 | $2.28M | Sell |
55,125
-4,318
| -7% | -$178K | 0.73% | 35 |
|
|
2022
Q3 | $2.39M | Buy |
59,443
+102
| +0.2% | +$4.1K | 0.93% | 27 |
|
|
2022
Q2 | $2.32M | Hold |
59,341
| – | – | 0.85% | 28 |
|
|
2022
Q1 | $2.88M | Hold |
59,341
| – | – | 0.9% | 27 |
|
|
2021
Q4 | $2.85M | Buy |
+59,341
| New | +$2.85M | 0.85% | 27 |
|
|
2018
Q4 | – | Sell |
-4,000
| Closed | -$210K | – | 93 |
|
|
2018
Q3 | $210K | Hold |
4,000
| – | – | 0.22% | 91 |
|
|
2018
Q2 | $222K | Sell |
4,000
-1,475
| -27% | -$81.9K | 0.24% | 89 |
|
|
2018
Q1 | $287K | Buy |
5,475
+765
| +16% | +$40.1K | 0.33% | 76 |
|
|
2017
Q4 | $286K | Hold |
4,710
| – | – | 0.42% | 69 |
|
|
2017
Q3 | $260K | Hold |
4,710
| – | – | 0.41% | 72 |
|
|
2017
Q2 | $261K | Hold |
4,710
| – | – | 0.43% | 70 |
|
|
2017
Q1 | $262K | Buy |
+4,710
| New | +$262K | 0.43% | 71 |
|
|
2013
Q3 | – | Sell |
-14,935
| Closed | -$616K | – | 140 |
|
|
2013
Q2 | $616K | Buy |
+14,935
| New | +$616K | 0.14% | 109 |
|