Oldfather Financial Services’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 | $4.95M | Buy |
61,759
+35
| +0.1% | +$2.8K | 1.7% | 16 |
|
|
2025
Q1 | $4.43M | Buy |
61,724
+2,119
| +4% | +$152K | 1.68% | 16 |
|
|
2024
Q4 | $4.19M | Sell |
59,605
-4,971
| -8% | -$349K | 1.6% | 15 |
|
|
2024
Q3 | $3.65M | Buy |
64,576
+21
| +0% | +$1.19K | 1.4% | 17 |
|
|
2024
Q2 | $3.83M | Buy |
64,555
+3
| +0% | +$178 | 1.57% | 15 |
|
|
2024
Q1 | $3.74M | Sell |
64,552
-248
| -0.4% | -$14.4K | 1.54% | 15 |
|
|
2023
Q4 | $3.19M | Buy |
64,800
+4
| +0% | +$197 | 1.42% | 16 |
|
|
2023
Q3 | $2.65M | Buy |
64,796
+10,003
| +18% | +$409K | 1.34% | 18 |
|
|
2023
Q2 | $2.34M | Buy |
54,793
+3
| +0% | +$128 | 1.14% | 18 |
|
|
2023
Q1 | $2.05M | Buy |
54,790
+20,003
| +58% | +$748K | 1.06% | 18 |
|
|
2022
Q4 | $1.44M | Sell |
34,787
-103
| -0.3% | -$4.25K | 0.82% | 22 |
|
|
2022
Q3 | $1.4M | Buy |
34,890
+3
| +0% | +$121 | 0.88% | 22 |
|
|
2022
Q2 | $1.53M | Hold |
34,887
| – | – | 0.87% | 22 |
|
|
2022
Q1 | $1.58M | Hold |
34,887
| – | – | 0.86% | 22 |
|
|
2021
Q4 | $2.03M | Buy |
34,887
+105
| +0.3% | +$6.1K | 1.06% | 19 |
|
|
2021
Q3 | $1.77M | Hold |
34,782
| – | – | 0.91% | 21 |
|
|
2021
Q2 | $1.73M | Hold |
34,782
| – | – | 0.94% | 20 |
|
|
2021
Q1 | $1.39M | Hold |
34,782
| – | – | 0.8% | 23 |
|
|
2020
Q4 | $1.13M | Hold |
34,782
| – | – | 0.67% | 24 |
|
|
2020
Q3 | $809K | Sell |
34,782
-827
| -2% | -$19.2K | 0.58% | 24 |
|
|
2020
Q2 | $878K | Sell |
35,609
-568
| -2% | -$14K | 0.68% | 24 |
|
|
2020
Q1 | $870K | Sell |
36,177
-2,857
| -7% | -$68.7K | 0.83% | 21 |
|
|
2019
Q4 | $1.85M | Buy |
+39,034
| New | +$1.85M | 1.71% | 15 |
|