Pettyjohn Wood & White’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 | $844K | Sell |
10,538
-37
| -0.3% | -$2.96K | 0.15% | 96 |
|
|
2025
Q1 | $759K | Sell |
10,575
-576
| -5% | -$41.3K | 0.15% | 99 |
|
|
2024
Q4 | $783K | Buy |
11,151
+1
| +0% | +$70 | 0.14% | 98 |
|
|
2024
Q3 | $630K | Sell |
11,150
-774
| -6% | -$43.7K | 0.12% | 109 |
|
|
2024
Q2 | $708K | Sell |
11,924
-592
| -5% | -$35.2K | 0.14% | 97 |
|
|
2024
Q1 | $725K | Sell |
12,516
-72
| -0.6% | -$4.17K | 0.14% | 94 |
|
|
2023
Q4 | $620K | Sell |
12,588
-714
| -5% | -$35.1K | 0.13% | 95 |
|
|
2023
Q3 | $544K | Buy |
13,302
+681
| +5% | +$27.8K | 0.13% | 101 |
|
|
2023
Q2 | $539K | Buy |
12,621
+90
| +0.7% | +$3.84K | 0.12% | 98 |
|
|
2023
Q1 | $468K | Sell |
12,531
-349
| -3% | -$13K | 0.11% | 111 |
|
|
2022
Q4 | $532K | Sell |
12,880
-449
| -3% | -$18.5K | 0.13% | 101 |
|
|
2022
Q3 | $536K | Buy |
13,329
+2
| +0% | +$80 | 0.14% | 100 |
|
|
2022
Q2 | $522K | Buy |
13,327
+1,299
| +11% | +$50.9K | 0.12% | 106 |
|
|
2022
Q1 | $583K | Buy |
12,028
+41
| +0.3% | +$1.99K | 0.12% | 98 |
|
|
2021
Q4 | $575K | Sell |
11,987
-850
| -7% | -$40.8K | 0.12% | 103 |
|
|
2021
Q3 | $596K | Buy |
12,837
+1
| +0% | +$46 | 0.13% | 98 |
|
|
2021
Q2 | $581K | Sell |
12,836
-1,619
| -11% | -$73.3K | 0.13% | 100 |
|
|
2021
Q1 | $565K | Hold |
14,455
| – | – | 0.13% | 99 |
|
|
2020
Q4 | $436K | Buy |
14,455
+658
| +5% | +$19.8K | 0.11% | 107 |
|
|
2020
Q3 | $324K | Sell |
13,797
-3,214
| -19% | -$75.5K | 0.09% | 114 |
|
|
2020
Q2 | $435K | Sell |
17,011
-1,414
| -8% | -$36.2K | 0.14% | 97 |
|
|
2020
Q1 | $529K | Sell |
18,425
-586
| -3% | -$16.8K | 0.2% | 85 |
|
|
2019
Q4 | $1.02M | Sell |
19,011
-295
| -2% | -$15.9K | 0.29% | 69 |
|
|
2019
Q3 | $974K | Sell |
19,306
-1,770
| -8% | -$89.3K | 0.3% | 71 |
|
|
2019
Q2 | $997K | Sell |
21,076
-2,028
| -9% | -$95.9K | 0.31% | 70 |
|
|
2019
Q1 | $1.12M | Sell |
23,104
-1,973
| -8% | -$95.3K | 0.36% | 66 |
|
|
2018
Q4 | $1.16M | Sell |
25,077
-5,892
| -19% | -$272K | 0.42% | 61 |
|
|
2018
Q3 | $1.63M | Sell |
30,969
-1,848
| -6% | -$97.1K | 0.53% | 54 |
|
|
2018
Q2 | $1.82M | Sell |
32,817
-681
| -2% | -$37.7K | 0.64% | 50 |
|
|
2018
Q1 | $1.76M | Buy |
33,498
+579
| +2% | +$30.4K | 0.64% | 52 |
|
|
2017
Q4 | $2M | Sell |
32,919
-1,547
| -4% | -$93.8K | 0.72% | 52 |
|
|
2017
Q3 | $1.9M | Sell |
34,466
-1,358
| -4% | -$74.9K | 0.71% | 51 |
|
|
2017
Q2 | $1.99M | Sell |
35,824
-293
| -0.8% | -$16.2K | 0.74% | 50 |
|
|
2017
Q1 | $2.01M | Sell |
36,117
-23,080
| -39% | -$1.28M | 0.75% | 50 |
|
|
2016
Q4 | $3.26M | Buy |
59,197
+32,711
| +124% | +$1.8M | 1.27% | 29 |
|
|
2016
Q3 | $1.17M | Sell |
26,486
-32,571
| -55% | -$1.44M | 0.56% | 56 |
|
|
2016
Q2 | $2.8M | Buy |
59,057
+17,209
| +41% | +$814K | 1.1% | 33 |
|
|
2016
Q1 | $2.02M | Buy |
41,848
+6,379
| +18% | +$309K | 0.83% | 42 |
|
|
2015
Q4 | $1.93M | Buy |
35,469
+208
| +0.6% | +$11.3K | 0.82% | 45 |
|
|
2015
Q3 | $1.81M | Buy |
35,261
+1,156
| +3% | +$59.4K | 0.83% | 44 |
|
|
2015
Q2 | $1.92M | Sell |
34,105
-119
| -0.3% | -$6.69K | 0.81% | 43 |
|
|
2015
Q1 | $1.86M | Buy |
34,224
+2,006
| +6% | +$109K | 0.77% | 48 |
|
|
2014
Q4 | $1.77M | Buy |
32,218
+92
| +0.3% | +$5.04K | 0.73% | 50 |
|
|
2014
Q3 | $1.67M | Sell |
32,126
-114
| -0.4% | -$5.91K | 0.72% | 47 |
|
|
2014
Q2 | $1.7M | Buy |
32,240
+2,643
| +9% | +$139K | 0.74% | 44 |
|
|
2014
Q1 | $1.47M | Buy |
29,597
+19,351
| +189% | +$962K | 0.67% | 49 |
|
|
2013
Q4 | $465K | Sell |
10,246
-407
| -4% | -$18.5K | 0.27% | 82 |
|
|
2013
Q3 | $440K | Sell |
10,653
-33
| -0.3% | -$1.36K | 0.27% | 83 |
|
|
2013
Q2 | $441K | Buy |
+10,686
| New | +$441K | 0.28% | 86 |
|