Oakworth Capital’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $260K | Sell |
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|
2025
Q2 | $356K | Sell |
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|
2025
Q1 | $447K | Hold |
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|
2024
Q4 | $437K | Hold |
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|
2024
Q3 | $352K | Buy |
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|
2024
Q2 | $317K | Sell |
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|
2024
Q1 | $513K | Buy |
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|
2023
Q4 | $96.4K | Sell |
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|
2023
Q3 | $87.4K | Sell |
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|
2023
Q2 | $111K | Buy |
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|
2023
Q1 | $89.6K | Hold |
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|
2022
Q4 | $98.9K | Sell |
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|
2022
Q3 | $137K | Hold |
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|
2022
Q2 | $133K | Hold |
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|
2022
Q1 | $164K | Sell |
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|
2021
Q4 | $180K | Hold |
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|
2021
Q3 | $174K | Buy |
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|
2021
Q2 | $166K | Sell |
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|
2021
Q1 | $153K | Buy |
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|
2020
Q4 | $55K | Buy |
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|
2020
Q3 | $43K | Sell |
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|
2020
Q2 | $142K | Buy |
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|
2020
Q1 | $148K | Hold |
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|
2019
Q4 | $272K | Sell |
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|
2019
Q3 | $290K | Sell |
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|
2019
Q2 | $416K | Sell |
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|
2019
Q1 | $586K | Sell |
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|
2018
Q4 | $587K | Buy |
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|
2018
Q3 | $654K | Buy |
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|
2018
Q2 | $646K | Sell |
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|
2018
Q1 | $646K | Sell |
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|
2017
Q4 | $967K | Sell |
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|
2017
Q3 | $1.07M | Sell |
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|
2017
Q2 | $1.19M | Buy |
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|
2017
Q1 | $1.13M | Buy |
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|
2016
Q4 | $866K | Buy |
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|
2016
Q3 | $645K | Sell |
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|
2016
Q2 | $741K | Buy |
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|
2016
Q1 | $705K | Buy |
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|
2015
Q4 | $705K | Buy |
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|
2015
Q3 | $133K | Hold |
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|
2015
Q2 | $149K | Hold |
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|
2015
Q1 | $142K | Buy |
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|
2014
Q4 | $141K | Sell |
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|
2014
Q3 | $142K | Hold |
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|
2014
Q2 | $145K | Hold |
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|
2014
Q1 | $138K | Buy |
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|
2013
Q4 | $87K | Buy |
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