Novare 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 | $464K | Buy |
5,789
+1,457
| +34% | +$117K | 0.04% | 142 |
|
|
2025
Q1 | $311K | Buy |
4,332
+933
| +27% | +$67K | 0.03% | 159 |
|
|
2024
Q4 | $239K | Sell |
3,399
-261
| -7% | -$18.3K | 0.02% | 176 |
|
|
2024
Q3 | $207K | Buy |
3,660
+11
| +0.3% | +$621 | 0.02% | 188 |
|
|
2024
Q2 | $217K | Buy |
+3,649
| New | +$217K | 0.02% | 175 |
|
|
2023
Q2 | – | Sell |
-5,623
| Closed | -$210K | – | 177 |
|
|
2023
Q1 | $210K | Sell |
5,623
-236
| -4% | -$8.82K | 0.02% | 166 |
|
|
2022
Q4 | $242K | Sell |
5,859
-3,200
| -35% | -$132K | 0.03% | 161 |
|
|
2022
Q3 | $364K | Sell |
9,059
-9,566
| -51% | -$384K | 0.05% | 127 |
|
|
2022
Q2 | $730K | Buy |
18,625
+875
| +5% | +$34.3K | 0.09% | 105 |
|
|
2022
Q1 | $860K | Buy |
17,750
+11,955
| +206% | +$579K | 0.09% | 105 |
|
|
2021
Q4 | $278K | Buy |
+5,795
| New | +$278K | 0.03% | 144 |
|
|
2020
Q1 | – | Sell |
-3,826
| Closed | -$206K | – | 144 |
|
|
2019
Q4 | $206K | Buy |
+3,826
| New | +$206K | 0.03% | 142 |
|
|
2018
Q1 | – | Sell |
-5,753
| Closed | -$349K | – | 161 |
|
|
2017
Q4 | $349K | Sell |
5,753
-5,429
| -49% | -$329K | 0.06% | 126 |
|
|
2017
Q3 | $617K | Sell |
11,182
-83,964
| -88% | -$4.63M | 0.11% | 117 |
|
|
2017
Q2 | $5.27M | Buy |
95,146
+2,687
| +3% | +$149K | 1.19% | 39 |
|
|
2017
Q1 | $5.15M | Buy |
92,459
+2,952
| +3% | +$164K | 1.19% | 36 |
|
|
2016
Q4 | $4.93M | Sell |
89,507
-3,208
| -3% | -$177K | 1.21% | 34 |
|
|
2016
Q3 | $4.11M | Buy |
92,715
+2,807
| +3% | +$124K | 1.07% | 45 |
|
|
2016
Q2 | $4.26M | Buy |
89,908
+3,985
| +5% | +$189K | 1.15% | 37 |
|
|
2016
Q1 | $4.16M | Buy |
85,923
+15,335
| +22% | +$742K | 1.17% | 38 |
|
|
2015
Q4 | $3.84M | Buy |
70,588
+64,980
| +1,159% | +$3.53M | 1.05% | 41 |
|
|
2015
Q3 | $288K | Buy |
5,608
+2,013
| +56% | +$103K | 0.08% | 107 |
|
|
2015
Q2 | $202K | Buy |
+3,595
| New | +$202K | 0.05% | 107 |
|