NDSI
Newman Dignan & Sheerar Inc’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Sell |
3,906
-124
| -3% | -$9.94K | 0.07% | 154 |
|
|
2025
Q1 | $289K | Hold |
4,030
| – | – | 0.08% | 140 |
|
|
2024
Q4 | $283K | Hold |
4,030
| – | – | 0.07% | 148 |
|
|
2024
Q3 | $264K | Hold |
4,030
| – | – | 0.06% | 155 |
|
|
2024
Q2 | $239K | Buy |
4,030
+200
| +5% | +$11.9K | 0.06% | 157 |
|
|
2024
Q1 | $222K | Sell |
3,830
-500
| -12% | -$29K | 0.06% | 165 |
|
|
2023
Q4 | $213K | Buy |
+4,330
| New | +$213K | 0.06% | 162 |
|
|
2022
Q2 | – | Sell |
-5,141
| Closed | -$250 | – | 207 |
|
|
2022
Q1 | $250 | Buy |
5,141
+1
| +0% | – | 0.05% | 170 |
|
|
2021
Q4 | $247K | Hold |
5,140
| – | – | 0.07% | 176 |
|
|
2021
Q3 | $239K | Hold |
5,140
| – | – | 0.07% | 169 |
|
|
2021
Q2 | $233K | Hold |
5,140
| – | – | 0.08% | 167 |
|
|
2021
Q1 | $201K | Buy |
+5,140
| New | +$201K | 0.07% | 173 |
|
|
2020
Q2 | – | Sell |
-13,239
| Closed | -$377K | – | 152 |
|
|
2020
Q1 | $377K | Sell |
13,239
-1,076
| -8% | -$30.6K | 0.2% | 99 |
|
|
2019
Q4 | $770 | Buy |
14,315
+326
| +2% | +$18 | 0.08% | 79 |
|
|
2019
Q3 | $706K | Sell |
13,989
-900
| -6% | -$45.4K | 0.33% | 75 |
|
|
2019
Q2 | $705 | Sell |
14,889
-2,900
| -16% | -$137 | 0.02% | 79 |
|
|
2019
Q1 | $860K | Sell |
17,789
-960
| -5% | -$46.4K | 0.35% | 64 |
|
|
2018
Q4 | $864K | Hold |
18,749
| – | – | 73.21% | 1 |
|
|
2018
Q3 | $997K | Buy |
18,749
+320
| +2% | +$17K | 0.44% | 60 |
|
|
2018
Q2 | $1.02K | Sell |
18,429
-100
| -0.5% | -$6 | 0.07% | 54 |
|
|
2018
Q1 | $943K | Sell |
18,529
-2,501
| -12% | -$127K | 0.48% | 57 |
|
|
2017
Q4 | $1.28M | Sell |
21,030
-3,520
| -14% | -$214K | 0.64% | 47 |
|
|
2017
Q3 | $1.35M | Sell |
24,550
-525
| -2% | -$29K | 0.72% | 41 |
|
|
2017
Q2 | $1.39M | Sell |
25,075
-576
| -2% | -$31.9K | 0.77% | 34 |
|
|
2017
Q1 | $1.43K | Sell |
25,651
-1,600
| -6% | -$89 | 0.63% | 38 |
|
|
2016
Q4 | $1.5M | Sell |
27,251
-1,798
| -6% | -$99.1K | 0.92% | 31 |
|
|
2016
Q3 | $1.29M | Sell |
29,049
-715
| -2% | -$31.7K | 0.81% | 34 |
|
|
2016
Q2 | $1.41M | Buy |
29,764
+300
| +1% | +$14.2K | 0.88% | 32 |
|
|
2016
Q1 | $1.43M | Buy |
29,464
+740
| +3% | +$35.8K | 1.04% | 27 |
|
|
2015
Q4 | $1.56M | Sell |
28,724
-150
| -0.5% | -$8.15K | 1.1% | 26 |
|
|
2015
Q3 | $1.48M | Sell |
28,874
-1,100
| -4% | -$56.5K | 0.95% | 24 |
|
|
2015
Q2 | $1.69M | Sell |
29,974
-400
| -1% | -$22.5K | 1.21% | 22 |
|
|
2015
Q1 | $1.65M | Buy |
30,374
+37
| +0.1% | +$2.01K | 1.18% | 22 |
|
|
2014
Q4 | $1.66K | Hold |
30,337
| – | – | 0.99% | 25 |
|
|
2014
Q3 | $1.57M | Sell |
30,337
-5
| -0% | -$259 | 1.18% | 24 |
|
|
2014
Q2 | $1.6K | Sell |
30,342
-58
| -0.2% | -$3 | 0.91% | 31 |
|
|
2014
Q1 | $1.51M | Sell |
30,400
-84
| -0.3% | -$4.18K | 1.08% | 26 |
|
|
2013
Q4 | $1.38K | Sell |
30,484
-551
| -2% | -$25 | 0.07% | 25 |
|
|
2013
Q3 | $1.28M | Buy |
31,035
+1,150
| +4% | +$47.5K | 1% | 27 |
|
|
2013
Q2 | $1.23K | Buy |
+29,885
| New | +$1.23K | 0.09% | 27 |
|