Poehling Capital Management’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 | $11.3M | Sell |
140,822
-1,560
| -1% | -$125K | 2.64% | 8 |
|
|
2025
Q1 | $10.2M | Sell |
142,382
-745
| -0.5% | -$53.5K | 2.59% | 6 |
|
|
2024
Q4 | $10.1M | Sell |
143,127
-1,127
| -0.8% | -$79.2K | 2.47% | 8 |
|
|
2024
Q3 | $8.15M | Sell |
144,254
-1,951
| -1% | -$110K | 2.08% | 11 |
|
|
2024
Q2 | $8.68M | Sell |
146,205
-1,922
| -1% | -$114K | 2.38% | 9 |
|
|
2024
Q1 | $8.59M | Sell |
148,127
-65
| -0% | -$3.77K | 2.3% | 9 |
|
|
2023
Q4 | $7.29M | Sell |
148,192
-454
| -0.3% | -$22.3K | 2.31% | 8 |
|
|
2023
Q3 | $6.07M | Buy |
148,646
+370
| +0.2% | +$15.1K | 2.13% | 12 |
|
|
2023
Q2 | $6.33M | Sell |
148,276
-3,367
| -2% | -$144K | 2.14% | 13 |
|
|
2023
Q1 | $5.67M | Sell |
151,643
-208
| -0.1% | -$7.78K | 1.91% | 17 |
|
|
2022
Q4 | $6.27M | Buy |
151,851
+851
| +0.6% | +$35.1K | 2.35% | 9 |
|
|
2022
Q3 | $6.07M | Sell |
151,000
-284
| -0.2% | -$11.4K | 2.54% | 11 |
|
|
2022
Q2 | $5.93M | Sell |
151,284
-818
| -0.5% | -$32K | 2.23% | 15 |
|
|
2022
Q1 | $7.37M | Buy |
152,102
+156
| +0.1% | +$7.56K | 2.28% | 11 |
|
|
2021
Q4 | $7.29M | Sell |
151,946
-588
| -0.4% | -$28.2K | 2.35% | 11 |
|
|
2021
Q3 | $7.08M | Sell |
152,534
-8,644
| -5% | -$401K | 2.39% | 9 |
|
|
2021
Q2 | $7.3M | Sell |
161,178
-979
| -0.6% | -$44.3K | 2.33% | 7 |
|
|
2021
Q1 | $6.34M | Sell |
162,157
-1,616
| -1% | -$63.1K | 2.22% | 6 |
|
|
2020
Q4 | $4.94M | Buy |
163,773
+35,929
| +28% | +$1.08M | 1.96% | 9 |
|
|
2020
Q3 | $3.01M | Buy |
127,844
+29,032
| +29% | +$683K | 1.54% | 16 |
|
|
2020
Q2 | $2.53M | Buy |
+98,812
| New | +$2.53M | 1.36% | 23 |
|
|
2018
Q2 | – | Sell |
-450
| Closed | -$24K | – | 333 |
|
|
2018
Q1 | $24K | Buy |
450
+250
| +125% | +$13.3K | 0.02% | 182 |
|
|
2017
Q4 | $12K | Buy |
+200
| New | +$12K | 0.01% | 212 |
|