New England Research & 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 | – | Sell |
-10,610
| Closed | -$762K | – | 174 |
|
|
2025
Q1 | $762K | Buy |
10,610
+1,005
| +10% | +$72.2K | 0.39% | 78 |
|
|
2024
Q4 | $675K | Buy |
+9,605
| New | +$675K | 0.34% | 90 |
|
|
2020
Q4 | – | Sell |
-15,140
| Closed | -$356K | – | 166 |
|
|
2020
Q3 | $356K | Sell |
15,140
-1,550
| -9% | -$36.4K | 0.26% | 101 |
|
|
2020
Q2 | $427K | Sell |
16,690
-4,400
| -21% | -$113K | 0.31% | 101 |
|
|
2020
Q1 | $605K | Buy |
21,090
+10,800
| +105% | +$310K | 0.52% | 65 |
|
|
2019
Q4 | $554K | Sell |
10,290
-1,260
| -11% | -$67.8K | 0.37% | 90 |
|
|
2019
Q3 | $583K | Sell |
11,550
-700
| -6% | -$35.3K | 0.42% | 86 |
|
|
2019
Q2 | $580K | Sell |
12,250
-550
| -4% | -$26K | 0.39% | 92 |
|
|
2019
Q1 | $618K | Buy |
+12,800
| New | +$618K | 0.42% | 85 |
|
|
2018
Q4 | – | Sell |
-4,800
| Closed | -$252K | – | 188 |
|
|
2018
Q3 | $252K | Sell |
4,800
-272
| -5% | -$14.3K | 0.16% | 133 |
|
|
2018
Q2 | $281K | Sell |
5,072
-30,938
| -86% | -$1.71M | 0.19% | 137 |
|
|
2018
Q1 | $1.89M | Buy |
36,010
+750
| +2% | +$39.3K | 1.26% | 14 |
|
|
2017
Q4 | $2.14M | Buy |
35,260
+5,150
| +17% | +$312K | 1.53% | 9 |
|
|
2017
Q3 | $1.66M | Sell |
30,110
-1,350
| -4% | -$74.5K | 1.22% | 18 |
|
|
2017
Q2 | $1.74M | Sell |
31,460
-3,550
| -10% | -$197K | 1.29% | 14 |
|
|
2017
Q1 | $1.95M | Sell |
35,010
-5,107
| -13% | -$284K | 1.5% | 9 |
|
|
2016
Q4 | $2.21M | Sell |
40,117
-6,330
| -14% | -$349K | 1.74% | 7 |
|
|
2016
Q3 | $2.06M | Buy |
46,447
+3,050
| +7% | +$135K | 1.72% | 7 |
|
|
2016
Q2 | $2.05M | Buy |
43,397
+10,050
| +30% | +$476K | 1.77% | 8 |
|
|
2016
Q1 | $1.61M | Buy |
33,347
+875
| +3% | +$42.3K | 1.37% | 12 |
|
|
2015
Q4 | $1.77M | Sell |
32,472
-2,500
| -7% | -$136K | 1.53% | 10 |
|
|
2015
Q3 | $1.8M | Buy |
34,972
+23,850
| +214% | +$1.22M | 1.71% | 8 |
|
|
2015
Q2 | $626K | Hold |
11,122
| – | – | 0.51% | 77 |
|
|
2015
Q1 | $605K | Buy |
+11,122
| New | +$605K | 0.52% | 79 |
|