OC
Oarsman Capital’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Buy |
40,030
+1,305
| +3% | +$105K | 0.5% | 35 |
|
|
2025
Q1 | $2.78M | Buy |
38,725
+316
| +0.8% | +$22.7K | 0.5% | 37 |
|
|
2024
Q4 | $2.7M | Buy |
38,409
+640
| +2% | +$45K | 0.47% | 37 |
|
|
2024
Q3 | $2.13M | Buy |
37,769
+1,253
| +3% | +$70.8K | 0.39% | 54 |
|
|
2024
Q2 | $2.17M | Buy |
36,516
+745
| +2% | +$44.2K | 0.47% | 43 |
|
|
2024
Q1 | $2.07M | Sell |
35,771
-3,518
| -9% | -$204K | 0.5% | 41 |
|
|
2023
Q4 | $1.93M | Buy |
39,289
+4,466
| +13% | +$220K | 0.51% | 47 |
|
|
2023
Q3 | $1.42M | Buy |
34,823
+158
| +0.5% | +$6.46K | 0.59% | 45 |
|
|
2023
Q2 | $1.48M | Buy |
34,665
+5,866
| +20% | +$250K | 0.65% | 45 |
|
|
2023
Q1 | $1.08M | Buy |
28,799
+499
| +2% | +$18.7K | 0.5% | 52 |
|
|
2022
Q4 | $1.17M | Sell |
28,300
-123
| -0.4% | -$5.08K | 0.6% | 46 |
|
|
2022
Q3 | $1.14M | Sell |
28,423
-742
| -3% | -$29.8K | 0.61% | 47 |
|
|
2022
Q2 | $1.14M | Sell |
29,165
-538
| -2% | -$21.1K | 0.57% | 54 |
|
|
2022
Q1 | $1.44M | Sell |
29,703
-2,593
| -8% | -$126K | 0.56% | 52 |
|
|
2021
Q4 | $1.55M | Sell |
32,296
-1,153
| -3% | -$55.3K | 0.61% | 49 |
|
|
2021
Q3 | $1.55M | Sell |
33,449
-463
| -1% | -$21.5K | 0.63% | 50 |
|
|
2021
Q2 | $1.54M | Buy |
33,912
+586
| +2% | +$26.5K | 0.61% | 56 |
|
|
2021
Q1 | $1.3M | Buy |
33,326
+26,620
| +397% | +$1.04M | 0.56% | 61 |
|
|
2020
Q4 | $202K | Buy |
+6,706
| New | +$202K | 0.08% | 174 |
|
|
2020
Q3 | – | Sell |
-8,178
| Closed | -$209K | – | 178 |
|
|
2020
Q2 | $209K | Buy |
+8,178
| New | +$209K | 0.1% | 158 |
|
|
2020
Q1 | – | Sell |
-8,166
| Closed | -$439K | – | 177 |
|
|
2019
Q4 | $439K | Sell |
8,166
-196
| -2% | -$10.5K | 0.2% | 114 |
|
|
2019
Q3 | $422K | Sell |
8,362
-921
| -10% | -$46.5K | 0.2% | 113 |
|
|
2019
Q2 | $439K | Sell |
9,283
-197
| -2% | -$9.32K | 0.2% | 110 |
|
|
2019
Q1 | $458K | Sell |
9,480
-731
| -7% | -$35.3K | 0.22% | 109 |
|
|
2018
Q4 | $471K | Sell |
10,211
-1,555
| -13% | -$71.7K | 0.24% | 104 |
|
|
2018
Q3 | $618K | Sell |
11,766
-247
| -2% | -$13K | 0.25% | 96 |
|
|
2018
Q2 | $666K | Buy |
12,013
+118
| +1% | +$6.54K | 0.3% | 93 |
|
|
2018
Q1 | $623K | Buy |
11,895
+410
| +4% | +$21.5K | 0.28% | 98 |
|
|
2017
Q4 | $697K | Sell |
11,485
-968
| -8% | -$58.7K | 0.3% | 92 |
|
|
2017
Q3 | $687K | Sell |
12,453
-90
| -0.7% | -$4.97K | 0.29% | 91 |
|
|
2017
Q2 | $695K | Sell |
12,543
-927
| -7% | -$51.4K | 0.32% | 86 |
|
|
2017
Q1 | $750K | Buy |
13,470
+4,189
| +45% | +$233K | 0.35% | 83 |
|
|
2016
Q4 | $511K | Sell |
9,281
-9,107
| -50% | -$501K | 0.33% | 90 |
|
|
2016
Q3 | $814K | Sell |
18,388
-4,337
| -19% | -$192K | 0.42% | 78 |
|
|
2016
Q2 | $1.08M | Buy |
22,725
+1,006
| +5% | +$47.6K | 0.56% | 65 |
|
|
2016
Q1 | $1.05M | Sell |
21,719
-408
| -2% | -$19.7K | 0.56% | 65 |
|
|
2015
Q4 | $1.2M | Buy |
22,127
+23
| +0.1% | +$1.25K | 0.67% | 54 |
|
|
2015
Q3 | $1.14M | Buy |
22,104
+2,795
| +14% | +$144K | 0.67% | 53 |
|
|
2015
Q2 | $1.09M | Buy |
19,309
+917
| +5% | +$51.6K | 0.74% | 46 |
|
|
2015
Q1 | $1M | Buy |
18,392
+3,742
| +26% | +$204K | 0.69% | 52 |
|
|
2014
Q4 | $803K | Sell |
14,650
-72
| -0.5% | -$3.95K | 0.58% | 63 |
|
|
2014
Q3 | $764K | Buy |
14,722
+792
| +6% | +$41.1K | 0.56% | 65 |
|
|
2014
Q2 | $732K | Buy |
13,930
+977
| +8% | +$51.3K | 0.53% | 67 |
|
|
2014
Q1 | $644K | Buy |
12,953
+1,752
| +16% | +$87.1K | 0.5% | 75 |
|
|
2013
Q4 | $509K | Sell |
11,201
-4,458
| -28% | -$203K | 0.41% | 95 |
|
|
2013
Q3 | $647K | Buy |
15,659
+1,243
| +9% | +$51.4K | 0.56% | 70 |
|
|
2013
Q2 | $595K | Buy |
+14,416
| New | +$595K | 0.56% | 68 |
|