Poehling Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Sell |
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|
2025
Q1 | $10.2M | Sell |
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|
2024
Q4 | $10.1M | Sell |
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|
2024
Q3 | $8.15M | Sell |
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|
2024
Q2 | $8.68M | Sell |
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|
2024
Q1 | $8.59M | Sell |
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|
2023
Q4 | $7.29M | Sell |
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|
2023
Q3 | $6.07M | Buy |
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|
2023
Q2 | $6.33M | Sell |
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|
2023
Q1 | $5.67M | Sell |
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|
2022
Q4 | $6.27M | Buy |
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|
2022
Q3 | $6.07M | Sell |
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|
2022
Q2 | $5.93M | Sell |
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|
2022
Q1 | $7.37M | Buy |
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|
2021
Q4 | $7.29M | Sell |
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|
2021
Q3 | $7.08M | Sell |
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|
2021
Q2 | $7.3M | Sell |
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|
2021
Q1 | $6.33M | Sell |
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|
2020
Q4 | $4.94M | Buy |
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|
2020
Q3 | $3.01M | Buy |
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|
2020
Q2 | $2.53M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $24K | Buy |
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|
2017
Q4 | $12K | Buy |
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