Nelson Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,868
| Closed | -$201K | – | 109 |
|
|
2024
Q4 | $201K | Buy |
+2,868
| New | +$196K | 0.03% | 104 |
|
|
2024
Q3 | – | Sell |
-5,370
| Closed | -$319K | – | 115 |
|
|
2024
Q2 | $319K | Buy |
+5,370
| New | +$317K | 0.06% | 90 |
|
|
2019
Q4 | – | Sell |
-3,585
| Closed | -$181K | – | 287 |
|
|
2019
Q3 | $181K | Buy |
3,585
+300
| +9% | +$14.1K | 0.04% | 96 |
|
|
2019
Q2 | $155K | Buy |
3,285
+200
| +6% | +$9.35K | 0.04% | 102 |
|
|
2019
Q1 | $149K | Buy |
3,085
+271
| +10% | +$13.3K | 0.04% | 95 |
|
|
2018
Q4 | $130K | Hold |
2,814
| – | – | 0.04% | 104 |
|
|
2018
Q3 | $148K | Buy |
2,814
+32
| +1% | +$1.83K | 0.03% | 95 |
|
|
2018
Q2 | $154K | Sell |
2,782
-93
| -3% | -$4.98K | 0.04% | 95 |
|
|
2018
Q1 | $151K | Sell |
2,875
-219
| -7% | -$13K | 0.04% | 104 |
|
|
2017
Q4 | $188K | Sell |
3,094
-219
| -7% | -$12.4K | 0.06% | 89 |
|
|
2017
Q3 | $183K | Sell |
3,313
-40
| -1% | -$2.13K | 0.06% | 85 |
|
|
2017
Q2 | $186K | Sell |
3,353
-360
| -10% | -$19.3K | 0.06% | 87 |
|
|
2017
Q1 | $207K | Hold |
3,713
| – | – | 0.07% | 79 |
|
|
2016
Q4 | $205K | Buy |
3,713
+213
| +6% | +$10.7K | 0.07% | 81 |
|
|
2016
Q3 | $155K | Buy |
3,500
+1,273
| +57% | +$60.9K | 0.06% | 85 |
|
|
2016
Q2 | $105K | Buy |
2,227
+147
| +7% | +$7.17K | 0.04% | 87 |
|
|
2016
Q1 | $101K | Hold |
2,080
| – | – | 0.04% | 83 |
|
|
2015
Q4 | $113K | Buy |
2,080
+907
| +77% | +$49.2K | 0.04% | 75 |
|
|
2015
Q3 | $60K | Sell |
1,173
-37
| -3% | -$2.04K | 0.02% | 104 |
|
|
2015
Q2 | $68K | Sell |
1,210
-39
| -3% | -$2.17K | 0.02% | 105 |
|
|
2015
Q1 | $68K | Hold |
1,249
| – | – | 0.02% | 102 |
|
|
2014
Q4 | $68K | Sell |
1,249
-465
| -27% | -$24.6K | 0.03% | 111 |
|
|
2014
Q3 | $89K | Buy |
1,714
+811
| +90% | +$41.7K | 0.03% | 101 |
|
|
2014
Q2 | $47K | Buy |
903
+540
| +149% | +$27.1K | 0.02% | 119 |
|
|
2014
Q1 | $18K | Buy |
363
+270
| +290% | +$12.6K | 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 | +$3.62K | ﹤0.01% | 208 |
|
Other funds holding WFC
Nelson Capital Management's WFC Position: Q1 2025 in Review
Nelson Capital Management sold out of Wells Fargo (WFC) in Q1 2025, closing a stake of 2,868 shares — an estimated $201K sold.
Nelson Capital Management first reported a position in WFC in Q2 2013 and held it in 28 quarters. The position peaked at $319K in Q2 2024. 2,551 funds tracked by Wall St. Rank hold WFC as of Q1 2025.
- Nelson Capital Management reported no remaining Wells Fargo position as of Q1 2025 after selling out during the quarter.
- Nelson Capital Management sold 2,868 Wells Fargo shares in Q1 2025, an estimated $201K.
- Nelson Capital Management first reported a position in Wells Fargo in Q2 2013 and held it in 28 quarters.
- Nelson Capital Management's Wells Fargo position peaked at $319K in Q2 2024.
- 2,551 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.
Based on Nelson Capital Management's 13F filing for Q1 2025, filed 6 May 2025.