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Neumann Capital Management’s Wells Fargo WFC Stock Holding History

Neumann Capital Management’s Portfolio WFC Stock Details WFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.09M Hold
13,622
– – 0.34% 59
2025
Q1 		$978K Hold
13,622
– – 0.34% 62
2024
Q4 		$957K Hold
13,622
– – 0.32% 63
2024
Q3 		$770K Hold
13,622
– – 0.26% 67
2024
Q2 		$809K Hold
13,622
– – 0.28% 65
2024
Q1 		$790K Hold
13,622
– – 0.28% 65
2023
Q4 		$670K Hold
13,622
– – 0.27% 63
2023
Q3 		$557K Hold
13,622
– – 0.24% 65
2023
Q2 		$581K Sell
13,622
-2,400
-15% -$102K 0.24% 65
2023
Q1 		$599K Hold
16,022
– – 0.26% 62
2022
Q4 		$662K Sell
16,022
-1,500
-9% -$61.9K 0.31% 60
2022
Q3 		$705K Hold
17,522
– – 0.36% 60
2022
Q2 		$686K Sell
17,522
-4,000
-19% -$157K 0.35% 56
2022
Q1 		$1.04M Sell
21,522
-1,000
-4% -$48.5K 0.44% 54
2021
Q4 		$1.08M Hold
22,522
– – 0.44% 53
2021
Q3 		$1.05M Sell
22,522
-1,129
-5% -$52.4K 0.47% 51
2021
Q2 		$1.07M Hold
23,651
– – 0.48% 51
2021
Q1 		$924K Hold
23,651
– – 0.44% 54
2020
Q4 		$714K Hold
23,651
– – 0.36% 56
2020
Q3 		$556K Buy
23,651
+129
+0.5% +$3.03K 0.32% 56
2020
Q2 		$602K Hold
23,522
– – 0.37% 52
2020
Q1 		$675K Hold
23,522
– – 0.49% 48
2019
Q4 		$1.27M Sell
23,522
-1,900
-7% -$102K 0.73% 39
2019
Q3 		$1.28M Sell
25,422
-3,450
-12% -$174K 0.79% 37
2019
Q2 		$1.37M Sell
28,872
-8,300
-22% -$393K 0.85% 36
2019
Q1 		$1.8M Sell
37,172
-2,865
-7% -$138K 1.15% 27
2018
Q4 		$1.85M Sell
40,037
-2,450
-6% -$113K 1.39% 25
2018
Q3 		$2.23M Buy
42,487
+1,210
+3% +$63.6K 1.31% 27
2018
Q2 		$2.29M Sell
41,277
-4,900
-11% -$272K 1.44% 22
2018
Q1 		$2.42M Buy
46,177
+17,812
+63% +$933K 1.54% 22
2017
Q4 		$1.72M Sell
28,365
-1,100
-4% -$66.7K 1.05% 33
2017
Q3 		$1.63M Sell
29,465
-700
-2% -$38.6K 1.01% 34
2017
Q2 		$1.67M Hold
30,165
– – 1.08% 33
2017
Q1 		$1.68M Sell
30,165
-400
-1% -$22.3K 1.09% 33
2016
Q4 		$1.68M Hold
30,565
– – 1.09% 34
2016
Q3 		$1.35M Sell
30,565
-2,100
-6% -$93K 0.9% 39
2016
Q2 		$1.55M Hold
32,665
– – 1.03% 36
2016
Q1 		$1.58M Buy
32,665
+400
+1% +$19.3K 1.04% 35
2015
Q4 		$1.75M Hold
32,265
– – 1.22% 30
2015
Q3 		$1.66M Hold
32,265
– – 1.17% 31
2015
Q2 		$1.82M Hold
32,265
– – 1.16% 30
2015
Q1 		$1.76M Hold
32,265
– – 1.12% 31
2014
Q4 		$1.77M Buy
+32,265
New +$1.77M 1.15% 31