Nelson 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
Q1 | – | Sell |
-2,868
| Closed | -$201K | – | 108 |
|
|
2024
Q4 | $201K | Buy |
+2,868
| New | +$201K | 0.03% | 103 |
|
|
2024
Q3 | – | Sell |
-5,370
| Closed | -$319K | – | 114 |
|
|
2024
Q2 | $319K | Buy |
+5,370
| New | +$319K | 0.06% | 90 |
|
|
2019
Q4 | – | Sell |
-3,585
| Closed | -$181K | – | 287 |
|
|
2019
Q3 | $181K | Buy |
3,585
+300
| +9% | +$15.1K | 0.04% | 96 |
|
|
2019
Q2 | $155K | Buy |
3,285
+200
| +6% | +$9.44K | 0.04% | 102 |
|
|
2019
Q1 | $149K | Buy |
3,085
+271
| +10% | +$13.1K | 0.04% | 95 |
|
|
2018
Q4 | $130K | Hold |
2,814
| – | – | 0.04% | 104 |
|
|
2018
Q3 | $148K | Buy |
2,814
+32
| +1% | +$1.68K | 0.03% | 95 |
|
|
2018
Q2 | $154K | Sell |
2,782
-93
| -3% | -$5.15K | 0.04% | 95 |
|
|
2018
Q1 | $151K | Sell |
2,875
-219
| -7% | -$11.5K | 0.04% | 104 |
|
|
2017
Q4 | $188K | Sell |
3,094
-219
| -7% | -$13.3K | 0.06% | 89 |
|
|
2017
Q3 | $183K | Sell |
3,313
-40
| -1% | -$2.21K | 0.06% | 85 |
|
|
2017
Q2 | $186K | Sell |
3,353
-360
| -10% | -$20K | 0.06% | 87 |
|
|
2017
Q1 | $207K | Hold |
3,713
| – | – | 0.07% | 79 |
|
|
2016
Q4 | $205K | Buy |
3,713
+213
| +6% | +$11.8K | 0.07% | 81 |
|
|
2016
Q3 | $155K | Buy |
3,500
+1,273
| +57% | +$56.4K | 0.06% | 85 |
|
|
2016
Q2 | $105K | Buy |
2,227
+147
| +7% | +$6.93K | 0.04% | 87 |
|
|
2016
Q1 | $101K | Hold |
2,080
| – | – | 0.04% | 83 |
|
|
2015
Q4 | $113K | Buy |
2,080
+907
| +77% | +$49.3K | 0.04% | 75 |
|
|
2015
Q3 | $60K | Sell |
1,173
-37
| -3% | -$1.89K | 0.02% | 104 |
|
|
2015
Q2 | $68K | Sell |
1,210
-39
| -3% | -$2.19K | 0.02% | 105 |
|
|
2015
Q1 | $68K | Hold |
1,249
| – | – | 0.02% | 102 |
|
|
2014
Q4 | $68K | Sell |
1,249
-465
| -27% | -$25.3K | 0.03% | 111 |
|
|
2014
Q3 | $89K | Buy |
1,714
+811
| +90% | +$42.1K | 0.03% | 101 |
|
|
2014
Q2 | $47K | Buy |
903
+540
| +149% | +$28.1K | 0.02% | 119 |
|
|
2014
Q1 | $18K | Buy |
363
+270
| +290% | +$13.4K | 0.01% | 170 |
|
|
2013
Q4 | $4K | Hold |
93
| – | – | ﹤0.01% | 219 |
|
|
2013
Q3 | $4K | Hold |
93
| – | – | ﹤0.01% | 209 |
|
|
2013
Q2 | $4K | Buy |
+93
| New | +$4K | ﹤0.01% | 208 |
|