NCM
Northside Capital Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Buy |
32,349
+4,819
| +18% | +$386K | 0.2% | 66 |
|
|
2025
Q1 | $1.98M | Buy |
27,530
+403
| +1% | +$28.9K | 0.32% | 34 |
|
|
2024
Q4 | $1.91M | Hold |
27,127
| – | – | 0.51% | 33 |
|
|
2024
Q3 | $1.53M | Hold |
27,127
| – | – | 0.24% | 36 |
|
|
2024
Q2 | $1.61M | Hold |
27,127
| – | – | 0.28% | 36 |
|
|
2024
Q1 | $1.57M | Hold |
27,127
| – | – | 0.28% | 36 |
|
|
2023
Q4 | $1.34M | Hold |
27,127
| – | – | 0.42% | 35 |
|
|
2023
Q3 | $1.11M | Hold |
27,127
| – | – | 0.26% | 36 |
|
|
2023
Q2 | $1.16M | Hold |
27,127
| – | – | 0.4% | 32 |
|
|
2023
Q1 | $1.01M | Hold |
27,127
| – | – | 0.27% | 39 |
|
|
2022
Q4 | $1.12M | Hold |
27,127
| – | – | 0.34% | 35 |
|
|
2022
Q3 | $1.09M | Hold |
27,127
| – | – | 0.35% | 35 |
|
|
2022
Q2 | $1.06M | Hold |
27,127
| – | – | 0.34% | 34 |
|
|
2022
Q1 | $1.32M | Hold |
27,127
| – | – | 0.35% | 36 |
|
|
2021
Q4 | $1.3M | Hold |
27,127
| – | – | 0.34% | 35 |
|
|
2021
Q3 | $1.26M | Sell |
27,127
-513
| -2% | -$23.8K | 0.35% | 35 |
|
|
2021
Q2 | $1.25M | Hold |
27,640
| – | – | 0.31% | 35 |
|
|
2021
Q1 | $1.08M | Sell |
27,640
-925
| -3% | -$36.1K | 0.3% | 37 |
|
|
2020
Q4 | $862K | Buy |
28,565
+1,050
| +4% | +$31.7K | 0.26% | 41 |
|
|
2020
Q3 | $647K | Sell |
27,515
-800
| -3% | -$18.8K | 0.21% | 47 |
|
|
2020
Q2 | $725K | Hold |
28,315
| – | – | 0.25% | 47 |
|
|
2020
Q1 | $813K | Sell |
28,315
-487
| -2% | -$14K | 0.4% | 35 |
|
|
2019
Q4 | $1.55M | Sell |
28,802
-1,263
| -4% | -$68K | 0.53% | 26 |
|
|
2019
Q3 | $1.52M | Buy |
30,065
+4,679
| +18% | +$236K | 0.54% | 25 |
|
|
2019
Q2 | $1.2M | Hold |
25,386
| – | – | 0.47% | 23 |
|
|
2019
Q1 | $1.23M | Hold |
25,386
| – | – | 0.49% | 23 |
|
|
2018
Q4 | $1.17M | Sell |
25,386
-1,370
| -5% | -$63.1K | 0.52% | 21 |
|
|
2018
Q3 | $1.41M | Sell |
26,756
-171
| -0.6% | -$8.99K | 0.5% | 21 |
|
|
2018
Q2 | $1.49M | Sell |
26,927
-37,358
| -58% | -$2.07M | 0.53% | 19 |
|
|
2018
Q1 | $3.37M | Buy |
64,285
+108
| +0.2% | +$5.66K | 1.11% | 13 |
|
|
2017
Q4 | $3.89M | Buy |
64,177
+36,160
| +129% | +$2.19M | 1.11% | 12 |
|
|
2017
Q3 | $1.55M | Hold |
28,017
| – | – | 0.65% | 17 |
|
|
2017
Q2 | $1.55M | Sell |
28,017
-50,150
| -64% | -$2.78M | 0.67% | 15 |
|
|
2017
Q1 | $4.35M | Buy |
78,167
+50,060
| +178% | +$2.79M | 1.19% | 8 |
|
|
2016
Q4 | $1.55M | Sell |
28,107
-261
| -0.9% | -$14.4K | 0.55% | 14 |
|
|
2016
Q3 | $1.26M | Hold |
28,368
| – | – | 0.48% | 19 |
|
|
2016
Q2 | $1.34M | Hold |
28,368
| – | – | 0.64% | 18 |
|
|
2016
Q1 | $1.37M | Hold |
28,368
| – | – | 0.86% | 15 |
|
|
2015
Q4 | $1.54M | Sell |
28,368
-281
| -1% | -$15.3K | 1.18% | 11 |
|
|
2015
Q3 | $1.47M | Hold |
28,649
| – | – | 1.12% | 13 |
|
|
2015
Q2 | $1.61M | Hold |
28,649
| – | – | 1.08% | 12 |
|
|
2015
Q1 | $1.56M | Hold |
28,649
| – | – | 1.06% | 10 |
|
|
2014
Q4 | $1.57M | Buy |
+28,649
| New | +$1.57M | 1.13% | 10 |
|