Naples Global Advisors’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 | $366K | Buy |
+4,564
| New | +$366K | 0.03% | 344 |
|
|
2020
Q4 | – | Sell |
-9,610
| Closed | -$226K | – | 359 |
|
|
2020
Q3 | $226K | Sell |
9,610
-3,185
| -25% | -$74.9K | 0.04% | 315 |
|
|
2020
Q2 | $328K | Buy |
12,795
+3,050
| +31% | +$78.2K | 0.07% | 265 |
|
|
2020
Q1 | $280K | Buy |
9,745
+3,800
| +64% | +$109K | 0.07% | 256 |
|
|
2019
Q4 | $320K | Hold |
5,945
| – | – | 0.07% | 265 |
|
|
2019
Q3 | $300K | Hold |
5,945
| – | – | 0.07% | 264 |
|
|
2019
Q2 | $281K | Sell |
5,945
-737
| -11% | -$34.8K | 0.07% | 270 |
|
|
2019
Q1 | $323K | Buy |
6,682
+1,047
| +19% | +$50.6K | 0.08% | 245 |
|
|
2018
Q4 | $269K | Sell |
5,635
-146
| -3% | -$6.97K | 0.08% | 256 |
|
|
2018
Q3 | $304K | Sell |
5,781
-461
| -7% | -$24.2K | 0.08% | 260 |
|
|
2018
Q2 | $346K | Buy |
6,242
+1,386
| +29% | +$76.8K | 0.1% | 232 |
|
|
2018
Q1 | $254K | Sell |
4,856
-150
| -3% | -$7.85K | 0.08% | 263 |
|
|
2017
Q4 | $304K | Buy |
+5,006
| New | +$304K | 0.09% | 243 |
|
|
2016
Q3 | – | Sell |
-4,941
| Closed | -$234K | – | 260 |
|
|
2016
Q2 | $234K | Buy |
4,941
+166
| +3% | +$7.86K | 0.1% | 230 |
|
|
2016
Q1 | $231K | Hold |
4,775
| – | – | 0.1% | 235 |
|
|
2015
Q4 | $260K | Buy |
4,775
+36
| +0.8% | +$1.96K | 0.13% | 197 |
|
|
2015
Q3 | $243K | Buy |
4,739
+709
| +18% | +$36.4K | 0.12% | 204 |
|
|
2015
Q2 | $227K | Sell |
4,030
-194
| -5% | -$10.9K | 0.11% | 224 |
|
|
2015
Q1 | $230K | Buy |
+4,224
| New | +$230K | 0.11% | 228 |
|