Mogy Joel R Investment Counsel’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,500
| Closed | -$215K | – | 107 |
|
|
2022
Q2 | $215K | Hold |
5,500
| – | – | 0.02% | 105 |
|
|
2022
Q1 | $267K | Hold |
5,500
| – | – | 0.02% | 106 |
|
|
2021
Q4 | $264K | Hold |
5,500
| – | – | 0.02% | 113 |
|
|
2021
Q3 | $255K | Hold |
5,500
| – | – | 0.02% | 105 |
|
|
2021
Q2 | $249K | Hold |
5,500
| – | – | 0.02% | 105 |
|
|
2021
Q1 | $215K | Buy |
+5,500
| New | +$195K | 0.02% | 109 |
|
|
2020
Q1 | – | Sell |
-5,675
| Closed | -$305K | – | 114 |
|
|
2019
Q4 | $305K | Hold |
5,675
| – | – | 0.04% | 100 |
|
|
2019
Q3 | $286K | Hold |
5,675
| – | – | 0.04% | 105 |
|
|
2019
Q2 | $269K | Hold |
5,675
| – | – | 0.04% | 105 |
|
|
2019
Q1 | $274K | Hold |
5,675
| – | – | 0.04% | 104 |
|
|
2018
Q4 | $262K | Sell |
5,675
-3,920
| -41% | -$201K | 0.04% | 102 |
|
|
2018
Q3 | $504K | Sell |
9,595
-1,700
| -15% | -$97.1K | 0.07% | 90 |
|
|
2018
Q2 | $626K | Hold |
11,295
| – | – | 0.09% | 86 |
|
|
2018
Q1 | $592K | Sell |
11,295
-1,800
| -14% | -$107K | 0.09% | 89 |
|
|
2017
Q4 | $794K | Buy |
13,095
+175
| +1% | +$9.88K | 0.12% | 83 |
|
|
2017
Q3 | $713K | Hold |
12,920
| – | – | 0.12% | 89 |
|
|
2017
Q2 | $716K | Sell |
12,920
-16,139
| -56% | -$865K | 0.12% | 88 |
|
|
2017
Q1 | $1.62M | Hold |
29,059
| – | – | 0.28% | 65 |
|
|
2016
Q4 | $1.6M | Sell |
29,059
-400
| -1% | -$20.1K | 0.29% | 66 |
|
|
2016
Q3 | $1.3M | Sell |
29,459
-1,000
| -3% | -$47.9K | 0.24% | 71 |
|
|
2016
Q2 | $1.44M | Hold |
30,459
| – | – | 0.27% | 73 |
|
|
2016
Q1 | $1.47M | Buy |
30,459
+27,414
| +900% | +$1.34M | 0.27% | 71 |
|
|
2015
Q4 | $1.66K | Sell |
3,045
-27,414
| -90% | -$1.49M | 0.31% | 67 |
|
|
2015
Q3 | $1.56M | Hold |
30,459
| – | – | 0.31% | 64 |
|
|
2015
Q2 | $1.71M | Hold |
30,459
| – | – | 0.32% | 64 |
|
|
2015
Q1 | $1.66M | Hold |
30,459
| – | – | 0.31% | 67 |
|
|
2014
Q4 | $1.67M | Sell |
30,459
-1,000
| -3% | -$52.9K | 0.32% | 67 |
|
|
2014
Q3 | $1.63M | Buy |
31,459
+400
| +1% | +$20.6K | 0.33% | 65 |
|
|
2014
Q2 | $1.63M | Buy |
31,059
+1,000
| +3% | +$50.3K | 0.33% | 67 |
|
|
2014
Q1 | $1.5M | Hold |
30,059
| – | – | 0.31% | 71 |
|
|
2013
Q4 | $1.36M | Hold |
30,059
| – | – | 0.29% | 70 |
|
|
2013
Q3 | $1.24M | Sell |
30,059
-200
| -0.7% | -$8.54K | 0.28% | 69 |
|
|
2013
Q2 | $1.25M | Buy |
+30,259
| New | +$1.18M | 0.3% | 67 |
|
Other funds holding WFC
Mogy Joel R Investment Counsel's WFC Position: Q3 2022 in Review
Mogy Joel R Investment Counsel sold out of Wells Fargo (WFC) in Q3 2022, closing a stake of 5,500 shares — an estimated $215K sold.
Mogy Joel R Investment Counsel first reported a position in WFC in Q2 2013 and held it in 33 quarters. The position peaked at $1.71M in Q2 2015. 1,962 funds tracked by Wall St. Rank hold WFC as of Q3 2022.
- Mogy Joel R Investment Counsel reported no remaining Wells Fargo position as of Q3 2022 after selling out during the quarter.
- Mogy Joel R Investment Counsel sold 5,500 Wells Fargo shares in Q3 2022, an estimated $215K.
- Mogy Joel R Investment Counsel first reported a position in Wells Fargo in Q2 2013 and held it in 33 quarters.
- Mogy Joel R Investment Counsel's Wells Fargo position peaked at $1.71M in Q2 2015.
- 1,962 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2022.
Based on Mogy Joel R Investment Counsel's 13F filing for Q3 2022, filed 14 Nov 2022.