MV Capital Management’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 | $1.47M | Buy |
18,358
+47
| +0.3% | +$3.77K | 0.15% | 86 |
|
|
2025
Q1 | $1.31M | Buy |
18,311
+91
| +0.5% | +$6.53K | 0.14% | 89 |
|
|
2024
Q4 | $1.28M | Buy |
18,220
+355
| +2% | +$24.9K | 0.14% | 88 |
|
|
2024
Q3 | $1.01M | Buy |
17,865
+1,345
| +8% | +$76K | 0.11% | 96 |
|
|
2024
Q2 | $981K | Buy |
16,520
+1,217
| +8% | +$72.3K | 0.11% | 92 |
|
|
2024
Q1 | $887K | Buy |
15,303
+1,107
| +8% | +$64.2K | 0.1% | 94 |
|
|
2023
Q4 | $699K | Buy |
14,196
+601
| +4% | +$29.6K | 0.09% | 99 |
|
|
2023
Q3 | $555K | Sell |
13,595
-2,312
| -15% | -$94.5K | 0.07% | 106 |
|
|
2023
Q2 | $679K | Buy |
15,907
+81
| +0.5% | +$3.46K | 0.09% | 96 |
|
|
2023
Q1 | $592K | Buy |
15,826
+1,408
| +10% | +$52.6K | 0.08% | 96 |
|
|
2022
Q4 | $595K | Buy |
14,418
+60
| +0.4% | +$2.48K | 0.09% | 85 |
|
|
2022
Q3 | $577K | Buy |
14,358
+662
| +5% | +$26.6K | 0.1% | 87 |
|
|
2022
Q2 | $536K | Sell |
13,696
-548
| -4% | -$21.4K | 0.09% | 92 |
|
|
2022
Q1 | $690K | Buy |
14,244
+583
| +4% | +$28.2K | 0.1% | 94 |
|
|
2021
Q4 | $655K | Buy |
13,661
+1,095
| +9% | +$52.5K | 0.1% | 89 |
|
|
2021
Q3 | $583K | Buy |
12,566
+11,964
| +1,987% | +$555K | 0.1% | 91 |
|
|
2021
Q2 | $27K | Buy |
602
+511
| +562% | +$22.9K | ﹤0.01% | 250 |
|
|
2021
Q1 | $4K | Buy |
+91
| New | +$4K | ﹤0.01% | 280 |
|
|
2020
Q2 | – | Sell |
-268
| Closed | -$8K | – | 363 |
|
|
2020
Q1 | $8K | Sell |
268
-451
| -63% | -$13.5K | ﹤0.01% | 228 |
|
|
2019
Q4 | $39K | Sell |
719
-84
| -10% | -$4.56K | 0.01% | 174 |
|
|
2019
Q3 | $41K | Buy |
803
+265
| +49% | +$13.5K | 0.01% | 164 |
|
|
2019
Q2 | $25K | Buy |
538
+24
| +5% | +$1.12K | 0.01% | 190 |
|
|
2019
Q1 | $25K | Sell |
514
-2,185
| -81% | -$106K | 0.01% | 182 |
|
|
2018
Q4 | $124K | Buy |
2,699
+338
| +14% | +$15.5K | 0.03% | 117 |
|
|
2018
Q3 | $124K | Sell |
2,361
-18
| -0.8% | -$945 | 0.03% | 120 |
|
|
2018
Q2 | $132K | Buy |
2,379
+16
| +0.7% | +$888 | 0.03% | 116 |
|
|
2018
Q1 | $124K | Sell |
2,363
-52
| -2% | -$2.73K | 0.03% | 119 |
|
|
2017
Q4 | $147K | Sell |
2,415
-173
| -7% | -$10.5K | 0.04% | 116 |
|
|
2017
Q3 | $143K | Sell |
2,588
-459
| -15% | -$25.4K | 0.04% | 115 |
|
|
2017
Q2 | $169K | Sell |
3,047
-2,309
| -43% | -$128K | 0.05% | 101 |
|
|
2017
Q1 | $298K | Sell |
5,356
-254
| -5% | -$14.1K | 0.09% | 72 |
|
|
2016
Q4 | $309K | Sell |
5,610
-318
| -5% | -$17.5K | 0.11% | 65 |
|
|
2016
Q3 | $262K | Sell |
5,928
-2,010
| -25% | -$88.8K | 0.1% | 70 |
|
|
2016
Q2 | $376K | Buy |
7,938
+399
| +5% | +$18.9K | 0.14% | 60 |
|
|
2016
Q1 | $365K | Buy |
7,539
+569
| +8% | +$27.5K | 0.15% | 57 |
|
|
2015
Q4 | $379K | Buy |
6,970
+1,700
| +32% | +$92.4K | 0.15% | 63 |
|
|
2015
Q3 | $271K | Buy |
5,270
+1,013
| +24% | +$52.1K | 0.12% | 61 |
|
|
2015
Q2 | $239K | Buy |
4,257
+559
| +15% | +$31.4K | 0.1% | 64 |
|
|
2015
Q1 | $201K | Buy |
3,698
+684
| +23% | +$37.2K | 0.08% | 70 |
|
|
2014
Q4 | $165K | Buy |
+3,014
| New | +$165K | 0.07% | 80 |
|