Old West Investment Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $640K | Hold |
8,037
| – | – | 0.07% | 105 |
|
|
2025
Q4 | $749K | Hold |
8,037
| – | – | 0.13% | 81 |
|
|
2025
Q3 | $674K | Hold |
8,037
| – | – | 0.15% | 69 |
|
|
2025
Q2 | $644K | Hold |
8,037
| – | – | 0.21% | 49 |
|
|
2025
Q1 | $577K | Buy |
+8,037
| New | +$603K | 0.21% | 46 |
|
|
2024
Q4 | – | Sell |
-8,037
| Closed | -$454K | – | 63 |
|
|
2024
Q3 | $454K | Hold |
8,037
| – | – | 0.18% | 49 |
|
|
2024
Q2 | $477K | Buy |
+8,037
| New | +$474K | 0.21% | 45 |
|
|
2023
Q2 | – | Sell |
-8,037
| Closed | -$300K | – | 56 |
|
|
2023
Q1 | $300K | Hold |
8,037
| – | – | 0.16% | 48 |
|
|
2022
Q4 | $332K | Hold |
8,037
| – | – | 0.21% | 32 |
|
|
2022
Q3 | $323K | Sell |
8,037
-2,573
| -24% | -$111K | 0.23% | 32 |
|
|
2022
Q2 | $415K | Buy |
10,610
+5,304
| +100% | +$233K | 0.29% | 33 |
|
|
2022
Q1 | $257K | Sell |
5,306
-5,304
| -50% | -$284K | 0.14% | 35 |
|
|
2021
Q4 | $509K | Hold |
10,610
| – | – | 0.3% | 36 |
|
|
2021
Q3 | $492K | Hold |
10,610
| – | – | 0.21% | 43 |
|
|
2021
Q2 | $480K | Hold |
10,610
| – | – | 0.19% | 49 |
|
|
2021
Q1 | $414K | Buy |
10,610
+2,573
| +32% | +$91.1K | 0.18% | 49 |
|
|
2020
Q4 | $242K | Buy |
+8,037
| New | +$208K | 0.14% | 53 |
|
|
2020
Q1 | – | Sell |
-6,637
| Closed | -$357K | – | 71 |
|
|
2019
Q4 | $357K | Buy |
+6,637
| New | +$348K | 0.25% | 56 |
|
|
2018
Q2 | – | Sell |
-6,637
| Closed | -$347K | – | 84 |
|
|
2018
Q1 | $347K | Buy |
+6,637
| New | +$394K | 0.2% | 68 |
|
|
2017
Q3 | – | Sell |
-6,637
| Closed | -$367K | – | 72 |
|
|
2017
Q2 | $367K | Buy |
+6,637
| New | +$356K | 0.2% | 56 |
|
|
2014
Q1 | – | Sell |
-5,304
| Closed | -$240K | – | 87 |
|
|
2013
Q4 | $240K | Buy |
+5,304
| New | +$229K | 0.14% | 83 |
|
Other funds holding WFC
VCM
VPM
