Murphy Middleton Hinkle & Parker’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 | $1.13M | Hold |
15,764
| – | – | 0.63% | 47 |
|
|
2025
Q1 | $1.13M | Sell |
15,764
-13
| -0.1% | -$933 | 0.63% | 47 |
|
|
2024
Q4 | $1.11M | Sell |
15,777
-1,893
| -11% | -$133K | 0.63% | 48 |
|
|
2024
Q3 | $998K | Sell |
17,670
-848
| -5% | -$47.9K | 0.54% | 58 |
|
|
2024
Q2 | $1.1M | Hold |
18,518
| – | – | 0.64% | 50 |
|
|
2024
Q1 | $1.07M | Sell |
18,518
-274
| -1% | -$15.9K | 0.62% | 51 |
|
|
2023
Q4 | $925K | Sell |
18,792
-10
| -0.1% | -$492 | 0.57% | 57 |
|
|
2023
Q3 | $768K | Buy |
18,802
+120
| +0.6% | +$4.9K | 0.49% | 63 |
|
|
2023
Q2 | $797K | Sell |
18,682
-119
| -0.6% | -$5.08K | 0.5% | 62 |
|
|
2023
Q1 | $703K | Hold |
18,801
| – | – | 0.44% | 69 |
|
|
2022
Q4 | $776K | Buy |
18,801
+119
| +0.6% | +$4.91K | 0.49% | 62 |
|
|
2022
Q3 | $751K | Sell |
18,682
-600
| -3% | -$24.1K | 0.52% | 62 |
|
|
2022
Q2 | $755K | Sell |
19,282
-119
| -0.6% | -$4.66K | 0.49% | 65 |
|
|
2022
Q1 | $940K | Hold |
19,401
| – | – | 0.5% | 62 |
|
|
2021
Q4 | $931K | Hold |
19,401
| – | – | 0.5% | 62 |
|
|
2021
Q3 | $900K | Sell |
19,401
-40
| -0.2% | -$1.86K | 0.52% | 61 |
|
|
2021
Q2 | $880K | Hold |
19,441
| – | – | 0.49% | 64 |
|
|
2021
Q1 | $760K | Buy |
19,441
+67
| +0.3% | +$2.62K | 0.44% | 70 |
|
|
2020
Q4 | $585K | Sell |
19,374
-1,420
| -7% | -$42.9K | 0.39% | 76 |
|
|
2020
Q3 | $489K | Sell |
20,794
-2,344
| -10% | -$55.1K | 0.36% | 84 |
|
|
2020
Q2 | $592K | Buy |
23,138
+119
| +0.5% | +$3.05K | 0.44% | 72 |
|
|
2020
Q1 | $661K | Sell |
23,019
-150
| -0.6% | -$4.31K | 0.58% | 54 |
|
|
2019
Q4 | $1.25M | Hold |
23,169
| – | – | 0.83% | 47 |
|
|
2019
Q3 | $1.17M | Hold |
23,169
| – | – | 0.83% | 43 |
|
|
2019
Q2 | $1.1M | Sell |
23,169
-119
| -0.5% | -$5.63K | 0.78% | 48 |
|
|
2019
Q1 | $1.13M | Hold |
23,288
| – | – | 0.77% | 49 |
|
|
2018
Q4 | $1.07M | Buy |
23,288
+119
| +0.5% | +$5.48K | 0.82% | 44 |
|
|
2018
Q3 | $1.22M | Hold |
23,169
| – | – | 0.86% | 42 |
|
|
2018
Q2 | $1.28M | Hold |
23,169
| – | – | 0.96% | 40 |
|
|
2018
Q1 | $1.21M | Hold |
23,169
| – | – | 0.94% | 40 |
|
|
2017
Q4 | $1.41M | Buy |
+23,169
| New | +$1.41M | 1.05% | 34 |
|