PAM
Peak Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Buy |
27,909
+196
| +0.7% | +$15.7K | 0.41% | 49 |
|
|
2025
Q1 | $1.99M | Sell |
27,713
-2,075
| -7% | -$149K | 0.38% | 50 |
|
|
2024
Q4 | $2.09M | Sell |
29,788
-115
| -0.4% | -$8.08K | 0.39% | 51 |
|
|
2024
Q3 | $1.69M | Sell |
29,903
-944
| -3% | -$53.3K | 0.32% | 59 |
|
|
2024
Q2 | $1.83M | Sell |
30,847
-4,032
| -12% | -$239K | 0.36% | 55 |
|
|
2024
Q1 | $2.02M | Hold |
34,879
| – | – | 0.4% | 53 |
|
|
2023
Q4 | $1.72M | Sell |
34,879
-430
| -1% | -$21.2K | 0.38% | 58 |
|
|
2023
Q3 | $1.44M | Sell |
35,309
-68
| -0.2% | -$2.78K | 0.35% | 65 |
|
|
2023
Q2 | $1.51M | Buy |
35,377
+5,919
| +20% | +$253K | 0.35% | 61 |
|
|
2023
Q1 | $1.1M | Buy |
29,458
+642
| +2% | +$24K | 0.27% | 67 |
|
|
2022
Q4 | $1.19M | Buy |
28,816
+195
| +0.7% | +$8.05K | 0.31% | 65 |
|
|
2022
Q3 | $1.15M | Sell |
28,621
-916
| -3% | -$36.8K | 0.33% | 64 |
|
|
2022
Q2 | $1.16M | Sell |
29,537
-312
| -1% | -$12.2K | 0.32% | 62 |
|
|
2022
Q1 | $1.45M | Buy |
29,849
+592
| +2% | +$28.7K | 0.34% | 59 |
|
|
2021
Q4 | $1.4M | Sell |
29,257
-40
| -0.1% | -$1.92K | 0.32% | 57 |
|
|
2021
Q3 | $1.36M | Sell |
29,297
-125
| -0.4% | -$5.8K | 0.34% | 54 |
|
|
2021
Q2 | $1.33M | Sell |
29,422
-13,019
| -31% | -$590K | 0.33% | 53 |
|
|
2021
Q1 | $1.66M | Buy |
42,441
+6,751
| +19% | +$264K | 0.4% | 46 |
|
|
2020
Q4 | $1.08M | Sell |
35,690
-24,243
| -40% | -$732K | 0.28% | 60 |
|
|
2020
Q3 | $1.41M | Buy |
59,933
+6,467
| +12% | +$152K | 0.42% | 50 |
|
|
2020
Q2 | $1.37M | Sell |
53,466
-71,361
| -57% | -$1.83M | 0.44% | 46 |
|
|
2020
Q1 | $3.58M | Buy |
124,827
+20,770
| +20% | +$596K | 1.38% | 25 |
|
|
2019
Q4 | $5.6M | Buy |
104,057
+2,303
| +2% | +$124K | 1.7% | 24 |
|
|
2019
Q3 | $5.13M | Sell |
101,754
-856
| -0.8% | -$43.2K | 1.68% | 23 |
|
|
2019
Q2 | $4.86M | Sell |
102,610
-4,198
| -4% | -$199K | 1.59% | 24 |
|
|
2019
Q1 | $5.16M | Buy |
106,808
+5,947
| +6% | +$287K | 1.76% | 21 |
|
|
2018
Q4 | $4.65M | Sell |
100,861
-4,516
| -4% | -$208K | 1.74% | 22 |
|
|
2018
Q3 | $5.54M | Buy |
105,377
+659
| +0.6% | +$34.6K | 1.87% | 22 |
|
|
2018
Q2 | $5.81M | Buy |
104,718
+774
| +0.7% | +$42.9K | 2.11% | 22 |
|
|
2018
Q1 | $5.45M | Buy |
103,944
+881
| +0.9% | +$46.2K | 2% | 22 |
|
|
2017
Q4 | $6.25M | Buy |
103,063
+636
| +0.6% | +$38.6K | 2.29% | 18 |
|
|
2017
Q3 | $5.65M | Buy |
102,427
+3,382
| +3% | +$187K | 2.02% | 20 |
|
|
2017
Q2 | $5.49M | Buy |
99,045
+5,733
| +6% | +$318K | 2.04% | 20 |
|
|
2017
Q1 | $5.19M | Buy |
93,312
+165
| +0.2% | +$9.18K | 1.97% | 21 |
|
|
2016
Q4 | $5.13M | Buy |
93,147
+263
| +0.3% | +$14.5K | 2.05% | 19 |
|
|
2016
Q3 | $4.11M | Buy |
92,884
+2,885
| +3% | +$128K | 1.73% | 23 |
|
|
2016
Q2 | $4.26M | Buy |
89,999
+6,956
| +8% | +$329K | 1.88% | 20 |
|
|
2016
Q1 | $4.02M | Buy |
83,043
+5,262
| +7% | +$254K | 1.9% | 21 |
|
|
2015
Q4 | $4.23M | Sell |
77,781
-892
| -1% | -$48.5K | 2.08% | 19 |
|
|
2015
Q3 | $4.04M | Buy |
78,673
+6,393
| +9% | +$328K | 2.16% | 19 |
|
|
2015
Q2 | $4.07M | Buy |
72,280
+2,017
| +3% | +$113K | 2.13% | 18 |
|
|
2015
Q1 | $3.82M | Sell |
70,263
-1,305
| -2% | -$71K | 1.9% | 22 |
|
|
2014
Q4 | $3.92M | Buy |
+71,568
| New | +$3.92M | 2.07% | 21 |
|