PP
Patten & Patten’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Sell |
7,107
-287
| -4% | -$23K | 0.04% | 217 |
|
|
2025
Q1 | $531K | Sell |
7,394
-57
| -0.8% | -$4.09K | 0.04% | 222 |
|
|
2024
Q4 | $523K | Buy |
7,451
+262
| +4% | +$18.4K | 0.03% | 216 |
|
|
2024
Q3 | $406K | Hold |
7,189
| – | – | 0.03% | 236 |
|
|
2024
Q2 | $427K | Buy |
7,189
+1,000
| +16% | +$59.4K | 0.03% | 230 |
|
|
2024
Q1 | $359K | Buy |
6,189
+500
| +9% | +$29K | 0.03% | 243 |
|
|
2023
Q4 | $280K | Hold |
5,689
| – | – | 0.02% | 242 |
|
|
2023
Q3 | $232K | Sell |
5,689
-25
| -0.4% | -$1.02K | 0.02% | 257 |
|
|
2023
Q2 | $244K | Buy |
5,714
+25
| +0.4% | +$1.07K | 0.02% | 251 |
|
|
2023
Q1 | $213K | Hold |
5,689
| – | – | 0.02% | 256 |
|
|
2022
Q4 | $235K | Hold |
5,689
| – | – | 0.02% | 245 |
|
|
2022
Q3 | $229K | Hold |
5,689
| – | – | 0.02% | 248 |
|
|
2022
Q2 | $223K | Hold |
5,689
| – | – | 0.02% | 258 |
|
|
2022
Q1 | $276K | Hold |
5,689
| – | – | 0.02% | 252 |
|
|
2021
Q4 | $273K | Hold |
5,689
| – | – | 0.02% | 253 |
|
|
2021
Q3 | $264K | Sell |
5,689
-593
| -9% | -$27.5K | 0.02% | 250 |
|
|
2021
Q2 | $285K | Sell |
6,282
-1,411
| -18% | -$64K | 0.02% | 245 |
|
|
2021
Q1 | $301K | Buy |
7,693
+361
| +5% | +$14.1K | 0.02% | 231 |
|
|
2020
Q4 | $221K | Buy |
+7,332
| New | +$221K | 0.02% | 243 |
|
|
2020
Q3 | – | Sell |
-10,707
| Closed | -$274K | – | 244 |
|
|
2020
Q2 | $274K | Buy |
10,707
+341
| +3% | +$8.73K | 0.03% | 210 |
|
|
2020
Q1 | $298K | Sell |
10,366
-47,428
| -82% | -$1.36M | 0.04% | 194 |
|
|
2019
Q4 | $3.11M | Sell |
57,794
-885
| -2% | -$47.6K | 0.31% | 75 |
|
|
2019
Q3 | $2.96M | Sell |
58,679
-22,995
| -28% | -$1.16M | 0.32% | 77 |
|
|
2019
Q2 | $3.87M | Sell |
81,674
-8,440
| -9% | -$399K | 0.42% | 61 |
|
|
2019
Q1 | $4.35M | Sell |
90,114
-4,565
| -5% | -$221K | 0.48% | 59 |
|
|
2018
Q4 | $4.36M | Sell |
94,679
-4,190
| -4% | -$193K | 0.54% | 58 |
|
|
2018
Q3 | $5.2M | Sell |
98,869
-8,457
| -8% | -$445K | 0.51% | 58 |
|
|
2018
Q2 | $5.95M | Sell |
107,326
-15,121
| -12% | -$838K | 0.61% | 52 |
|
|
2018
Q1 | $6.42M | Sell |
122,447
-2,160
| -2% | -$113K | 0.66% | 47 |
|
|
2017
Q4 | $7.56M | Sell |
124,607
-3,573
| -3% | -$217K | 0.76% | 42 |
|
|
2017
Q3 | $7.07M | Sell |
128,180
-9,419
| -7% | -$519K | 0.74% | 41 |
|
|
2017
Q2 | $7.62M | Sell |
137,599
-5,185
| -4% | -$287K | 0.84% | 40 |
|
|
2017
Q1 | $7.95M | Sell |
142,784
-50,864
| -26% | -$2.83M | 0.92% | 32 |
|
|
2016
Q4 | $10.7M | Sell |
193,648
-22,974
| -11% | -$1.27M | 1.31% | 21 |
|
|
2016
Q3 | $9.59M | Sell |
216,622
-1,087
| -0.5% | -$48.1K | 1.24% | 23 |
|
|
2016
Q2 | $10.3M | Buy |
217,709
+8,896
| +4% | +$421K | 1.43% | 14 |
|
|
2016
Q1 | $10.1M | Buy |
208,813
+8,432
| +4% | +$408K | 1.44% | 16 |
|
|
2015
Q4 | $10.9M | Sell |
200,381
-7,075
| -3% | -$385K | 1.51% | 14 |
|
|
2015
Q3 | $10.7M | Buy |
207,456
+26,844
| +15% | +$1.38M | 1.63% | 13 |
|
|
2015
Q2 | $10.2M | Sell |
180,612
-531
| -0.3% | -$29.9K | 1.47% | 13 |
|
|
2015
Q1 | $9.85M | Buy |
181,143
+4,840
| +3% | +$263K | 1.42% | 15 |
|
|
2014
Q4 | $9.67M | Buy |
176,303
+2,479
| +1% | +$136K | 1.46% | 16 |
|
|
2014
Q3 | $9.02M | Buy |
173,824
+7,007
| +4% | +$363K | 1.43% | 18 |
|
|
2014
Q2 | $8.77M | Sell |
166,817
-2,140
| -1% | -$112K | 1.43% | 17 |
|
|
2014
Q1 | $8.4M | Buy |
168,957
+9,334
| +6% | +$464K | 1.14% | 29 |
|
|
2013
Q4 | $7.25M | Buy |
159,623
+6,614
| +4% | +$300K | 1.01% | 35 |
|
|
2013
Q3 | $6.32M | Buy |
153,009
+29,045
| +23% | +$1.2M | 0.98% | 34 |
|
|
2013
Q2 | $5.12M | Buy |
+123,964
| New | +$5.12M | 0.84% | 42 |
|