Peddock Capital Advisors’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 | $322K | Hold |
4,024
| – | – | 0.07% | 126 |
|
|
2025
Q1 | $289K | Buy |
4,024
+119
| +3% | +$8.54K | 0.07% | 135 |
|
|
2024
Q4 | $274K | Hold |
3,905
| – | – | 0.07% | 137 |
|
|
2024
Q3 | $221K | Hold |
3,905
| – | – | 0.05% | 151 |
|
|
2024
Q2 | $232K | Hold |
3,905
| – | – | 0.06% | 144 |
|
|
2024
Q1 | $226K | Buy |
+3,905
| New | +$226K | 0.06% | 149 |
|
|
2021
Q1 | – | Sell |
-3,905
| Closed | -$118K | – | 285 |
|
|
2020
Q4 | $118K | Buy |
+3,905
| New | +$118K | 0.06% | 131 |
|
|
2020
Q1 | – | Sell |
-3,905
| Closed | -$210K | – | 233 |
|
|
2019
Q4 | $210K | Buy |
+3,905
| New | +$210K | 0.11% | 105 |
|
|
2019
Q2 | – | Sell |
-3,905
| Closed | -$189K | – | 230 |
|
|
2019
Q1 | $189K | Sell |
3,905
-200
| -5% | -$9.68K | 0.1% | 113 |
|
|
2018
Q4 | $189K | Hold |
4,105
| – | – | 0.11% | 108 |
|
|
2018
Q3 | $216K | Hold |
4,105
| – | – | 0.1% | 115 |
|
|
2018
Q2 | $228K | Hold |
4,105
| – | – | 0.11% | 111 |
|
|
2018
Q1 | $215K | Hold |
4,105
| – | – | 0.11% | 110 |
|
|
2017
Q4 | $249K | Hold |
4,105
| – | – | 0.12% | 106 |
|
|
2017
Q3 | $226K | Sell |
4,105
-42
| -1% | -$2.31K | 0.12% | 107 |
|
|
2017
Q2 | $230K | Hold |
4,147
| – | – | 0.12% | 105 |
|
|
2017
Q1 | $231K | Hold |
4,147
| – | – | 0.13% | 97 |
|
|
2016
Q4 | $229K | Sell |
4,147
-330
| -7% | -$18.2K | 0.13% | 92 |
|
|
2016
Q3 | $198K | Buy |
+4,477
| New | +$198K | 0.12% | 97 |
|