Nichols & Pratt Advisers’s Wells Fargo WFC Stock Holding History

Nichols & Pratt Advisers’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$457K	Sell	5,700 -500	-8%	-$40.1K	0.03%	82
2025 Q1	$445K	Hold	6,200	–	–	0.03%	79
2024 Q4	$435K	Hold	6,200	–	–	0.03%	79
2024 Q3	$350K	Hold	6,200	–	–	0.02%	89
2024 Q2	$368K	Sell	6,200 -900	-13%	-$53.5K	0.02%	84
2024 Q1	$412K	Hold	7,100	–	–	0.03%	85
2023 Q4	$349K	Sell	7,100 -1,300	-15%	-$64K	0.02%	87
2023 Q3	$343K	Hold	8,400	–	–	0.03%	91
2023 Q2	$359K	Hold	8,400	–	–	0.03%	87
2023 Q1	$314K	Hold	8,400	–	–	0.02%	89
2022 Q4	$347K	Hold	8,400	–	–	0.03%	83
2022 Q3	$338K	Hold	8,400	–	–	0.03%	82
2022 Q2	$329K	Hold	8,400	–	–	0.03%	80
2022 Q1	$407K	Hold	8,400	–	–	0.03%	81
2021 Q4	$403K	Hold	8,400	–	–	0.03%	82
2021 Q3	$395K	Sell	8,400 -600	-7%	-$28.2K	0.03%	83
2021 Q2	$408K	Hold	9,000	–	–	0.03%	83
2021 Q1	$352K	Hold	9,000	–	–	0.03%	86
2020 Q4	$272K	Sell	9,000 -6,460	-42%	-$195K	0.02%	96
2020 Q3	$363K	Sell	15,460 -800	-5%	-$18.8K	0.03%	80
2020 Q2	$416K	Hold	16,260	–	–	0.04%	79
2020 Q1	$467K	Buy	16,260 +200	+1%	+$5.74K	0.05%	73
2019 Q4	$864K	Sell	16,060 -2,450	-13%	-$132K	0.07%	69
2019 Q3	$934K	Sell	18,510 -10,024	-35%	-$506K	0.08%	72
2019 Q2	$1.35M	Sell	28,534 -1,005	-3%	-$47.5K	0.11%	64
2019 Q1	$1.43M	Hold	29,539	–	–	0.12%	62
2018 Q4	$1.36M	Buy	29,539 +684	+2%	+$31.5K	0.13%	58
2018 Q3	$1.52M	Sell	28,855 -685	-2%	-$36K	0.13%	59
2018 Q2	$1.64M	Sell	29,540 -3,589	-11%	-$199K	0.15%	53
2018 Q1	$1.74M	Sell	33,129 -2,225	-6%	-$117K	0.16%	52
2017 Q4	$2.15M	Sell	35,354 -50	-0.1%	-$3.03K	0.19%	51
2017 Q3	$1.95M	Sell	35,404 -1,134	-3%	-$62.5K	0.17%	52
2017 Q2	$2.02M	Sell	36,538 -25	-0.1%	-$1.39K	0.18%	51
2017 Q1	$2.04M	Sell	36,563 -700	-2%	-$39K	0.19%	50
2016 Q4	$2.05M	Sell	37,263 -499	-1%	-$27.5K	0.19%	51
2016 Q3	$1.67M	Sell	37,762 -4,264	-10%	-$189K	0.15%	52
2016 Q2	$1.99M	Sell	42,026 -800	-2%	-$37.9K	0.18%	52
2016 Q1	$2.07M	Hold	42,826	–	–	0.19%	53
2015 Q4	$2.33M	Hold	42,826	–	–	0.22%	53
2015 Q3	$2.2M	Hold	42,826	–	–	0.22%	54
2015 Q2	$2.41M	Hold	42,826	–	–	0.22%	53
2015 Q1	$2.33M	Hold	42,826	–	–	0.21%	55
2014 Q4	$2.35M	Sell	42,826 -90	-0.2%	-$4.93K	0.21%	57
2014 Q3	$2.23M	Buy	42,916 +95	+0.2%	+$4.93K	0.2%	56
2014 Q2	$2.25M	Buy	42,821 +15,288	+56%	+$804K	0.19%	58
2014 Q1	$1.37M	Buy	27,533 +2,660	+11%	+$132K	0.12%	65
2013 Q4	$1.13M	Hold	24,873	–	–	0.11%	61
2013 Q3	$1.03M	Buy	24,873 +600	+2%	+$24.8K	0.1%	61
2013 Q2	$1M	Buy	+24,273	New	+$1M	0.1%	62