MOTCO’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 | $11.7K | Sell |
145
-263
| -64% | -$21.2K | ﹤0.01% | 421 |
|
|
2025
Q1 | $29.3K | Buy |
408
+326
| +398% | +$23.4K | ﹤0.01% | 331 |
|
|
2024
Q4 | $5.76K | Sell |
82
-1,000
| -92% | -$70.2K | ﹤0.01% | 415 |
|
|
2024
Q3 | $61.1K | Hold |
1,082
| – | – | 0.01% | 307 |
|
|
2024
Q2 | $64.3K | Buy |
1,082
+1,000
| +1,220% | +$59.4K | ﹤0.01% | 388 |
|
|
2024
Q1 | $4.75K | Sell |
82
-123
| -60% | -$7.13K | ﹤0.01% | 562 |
|
|
2023
Q4 | $10.1K | Hold |
205
| – | – | ﹤0.01% | 485 |
|
|
2023
Q3 | $8.38K | Hold |
205
| – | – | ﹤0.01% | 519 |
|
|
2023
Q2 | $8.75K | Buy |
205
+123
| +150% | +$5.25K | ﹤0.01% | 515 |
|
|
2023
Q1 | $3.07K | Hold |
82
| – | – | ﹤0.01% | 518 |
|
|
2022
Q4 | $3.39K | Sell |
82
-347
| -81% | -$14.3K | ﹤0.01% | 528 |
|
|
2022
Q3 | $17K | Buy |
429
+347
| +423% | +$13.8K | ﹤0.01% | 460 |
|
|
2022
Q2 | $3K | Sell |
82
-200
| -71% | -$7.32K | ﹤0.01% | 528 |
|
|
2022
Q1 | $14K | Sell |
282
-316
| -53% | -$15.7K | ﹤0.01% | 463 |
|
|
2021
Q4 | $29K | Hold |
598
| – | – | ﹤0.01% | 395 |
|
|
2021
Q3 | $28K | Sell |
598
-8,357
| -93% | -$391K | ﹤0.01% | 400 |
|
|
2021
Q2 | $406K | Buy |
8,955
+316
| +4% | +$14.3K | 0.03% | 187 |
|
|
2021
Q1 | $338K | Sell |
8,639
-243
| -3% | -$9.51K | 0.02% | 192 |
|
|
2020
Q4 | $268K | Hold |
8,882
| – | – | 0.02% | 205 |
|
|
2020
Q3 | $209K | Buy |
8,882
+5,939
| +202% | +$140K | 0.02% | 217 |
|
|
2020
Q2 | $75K | Sell |
2,943
-3
| -0.1% | -$76 | 0.01% | 289 |
|
|
2020
Q1 | $85K | Sell |
2,946
-1,175
| -29% | -$33.9K | 0.01% | 264 |
|
|
2019
Q4 | $222K | Buy |
4,121
+3
| +0.1% | +$162 | 0.02% | 202 |
|
|
2019
Q3 | $208K | Sell |
4,118
-1,986
| -33% | -$100K | 0.02% | 216 |
|
|
2019
Q2 | $289K | Buy |
6,104
+1,821
| +43% | +$86.2K | 0.03% | 195 |
|
|
2019
Q1 | $207K | Sell |
4,283
-417
| -9% | -$20.2K | 0.02% | 211 |
|
|
2018
Q4 | $217K | Hold |
4,700
| – | – | 0.02% | 197 |
|
|
2018
Q3 | $247K | Hold |
4,700
| – | – | 0.02% | 192 |
|
|
2018
Q2 | $261K | Sell |
4,700
-525
| -10% | -$29.2K | 0.03% | 178 |
|
|
2018
Q1 | $274K | Buy |
5,225
+5,180
| +11,511% | +$272K | 0.03% | 180 |
|
|
2017
Q4 | $3K | Hold |
45
| – | – | ﹤0.01% | 542 |
|
|
2017
Q3 | $2K | Sell |
45
-55
| -55% | -$2.44K | ﹤0.01% | 536 |
|
|
2017
Q2 | $6K | Sell |
100
-1,067
| -91% | -$64K | ﹤0.01% | 521 |
|
|
2017
Q1 | $65K | Buy |
1,167
+41
| +4% | +$2.28K | 0.01% | 277 |
|
|
2016
Q4 | $62K | Sell |
1,126
-65,064
| -98% | -$3.58M | 0.01% | 276 |
|
|
2016
Q3 | $2.93M | Buy |
66,190
+1,924
| +3% | +$85.2K | 0.33% | 102 |
|
|
2016
Q2 | $3.04M | Buy |
64,266
+3,238
| +5% | +$153K | 0.34% | 101 |
|
|
2016
Q1 | $2.95M | Buy |
61,028
+2,166
| +4% | +$105K | 0.33% | 99 |
|
|
2015
Q4 | $3.2M | Buy |
58,862
+46,019
| +358% | +$2.5M | 0.38% | 88 |
|
|
2015
Q3 | $659K | Buy |
12,843
+165
| +1% | +$8.47K | 0.08% | 140 |
|
|
2015
Q2 | $713K | Sell |
12,678
-187
| -1% | -$10.5K | 0.08% | 139 |
|
|
2015
Q1 | $700K | Hold |
12,865
| – | – | 0.08% | 144 |
|
|
2014
Q4 | $705K | Buy |
12,865
+1,384
| +12% | +$75.8K | 0.08% | 146 |
|
|
2014
Q3 | $595K | Hold |
11,481
| – | – | 0.06% | 148 |
|
|
2014
Q2 | $604K | Buy |
11,481
+1,301
| +13% | +$68.4K | 0.07% | 144 |
|
|
2014
Q1 | $507K | Sell |
10,180
-1,200
| -11% | -$59.8K | 0.06% | 146 |
|
|
2013
Q4 | $516K | Sell |
11,380
-560
| -5% | -$25.4K | 0.06% | 145 |
|
|
2013
Q3 | $494K | Hold |
11,940
| – | – | 0.06% | 150 |
|
|
2013
Q2 | $493K | Buy |
+11,940
| New | +$493K | 0.06% | 146 |
|