Northwest Capital 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 | $140K | Sell |
1,753
-155
| -8% | -$12.4K | 0.08% | 117 |
|
|
2025
Q1 | $137K | Hold |
1,908
| – | – | 0.06% | 134 |
|
|
2024
Q4 | $134K | Hold |
1,908
| – | – | 0.06% | 131 |
|
|
2024
Q3 | $108K | Hold |
1,908
| – | – | 0.04% | 148 |
|
|
2024
Q2 | $113K | Sell |
1,908
-29,787
| -94% | -$1.77M | 0.04% | 143 |
|
|
2024
Q1 | $1.84M | Sell |
31,695
-902
| -3% | -$52.3K | 0.59% | 30 |
|
|
2023
Q4 | $1.6M | Sell |
32,597
-541
| -2% | -$26.6K | 0.54% | 31 |
|
|
2023
Q3 | $1.35M | Sell |
33,138
-48
| -0.1% | -$1.96K | 0.52% | 34 |
|
|
2023
Q2 | $1.42M | Sell |
33,186
-1,187
| -3% | -$50.7K | 0.59% | 34 |
|
|
2023
Q1 | $1.28M | Sell |
34,373
-473
| -1% | -$17.7K | 0.62% | 33 |
|
|
2022
Q4 | $1.44M | Buy |
34,846
+11
| +0% | +$454 | 0.76% | 33 |
|
|
2022
Q3 | $1.4M | Buy |
34,835
+12
| +0% | +$483 | 0.81% | 30 |
|
|
2022
Q2 | $1.36M | Buy |
34,823
+9
| +0% | +$353 | 0.71% | 33 |
|
|
2022
Q1 | $1.69M | Sell |
34,814
-408
| -1% | -$19.8K | 0.79% | 28 |
|
|
2021
Q4 | $1.98M | Sell |
35,222
-938
| -3% | -$52.8K | 0.94% | 25 |
|
|
2021
Q3 | $1.83M | Buy |
36,160
+1,448
| +4% | +$73.4K | 0.95% | 22 |
|
|
2021
Q2 | $1.6M | Buy |
34,712
+1,250
| +4% | +$57.4K | 0.9% | 23 |
|
|
2021
Q1 | $1.31M | Sell |
33,462
-1,318
| -4% | -$51.5K | 0.95% | 20 |
|
|
2020
Q4 | $1.05M | Sell |
34,780
-1,855
| -5% | -$56K | 0.78% | 23 |
|
|
2020
Q3 | $861K | Hold |
36,635
| – | – | 0.71% | 26 |
|
|
2020
Q2 | $938K | Hold |
36,635
| – | – | 0.82% | 24 |
|
|
2020
Q1 | $1.05M | Sell |
36,635
-53
| -0.1% | -$1.52K | 1.05% | 21 |
|
|
2019
Q4 | $1.97M | Sell |
36,688
-500
| -1% | -$26.9K | 1.8% | 16 |
|
|
2019
Q3 | $1.88M | Sell |
37,188
-500
| -1% | -$25.2K | 1.98% | 14 |
|
|
2019
Q2 | $1.78M | Sell |
37,688
-516
| -1% | -$24.4K | 1.95% | 14 |
|
|
2019
Q1 | $1.85M | Hold |
38,204
| – | – | 2.23% | 15 |
|
|
2018
Q4 | $1.76M | Hold |
38,204
| – | – | 2.47% | 13 |
|
|
2018
Q3 | $2.01M | Hold |
38,204
| – | – | 2.13% | 15 |
|
|
2018
Q2 | $2.12M | Sell |
38,204
-100
| -0.3% | -$5.54K | 2.63% | 13 |
|
|
2018
Q1 | $2.01M | Sell |
38,304
-1,042
| -3% | -$54.6K | 2.15% | 16 |
|
|
2017
Q4 | $2.39M | Buy |
+39,346
| New | +$2.39M | 2.62% | 16 |
|