Private Management Group’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 | $895K | Buy |
11,176
+1
| +0% | +$80 | 0.03% | 185 |
|
|
2025
Q1 | $802K | Sell |
11,175
-50
| -0.4% | -$3.59K | 0.03% | 146 |
|
|
2024
Q4 | $788K | Sell |
11,225
-1,243
| -10% | -$87.3K | 0.03% | 146 |
|
|
2024
Q3 | $704K | Buy |
12,468
+10
| +0.1% | +$565 | 0.02% | 147 |
|
|
2024
Q2 | $740K | Sell |
12,458
-592
| -5% | -$35.2K | 0.03% | 148 |
|
|
2024
Q1 | $756K | Sell |
13,050
-9,110
| -41% | -$528K | 0.03% | 147 |
|
|
2023
Q4 | $1.09M | Buy |
22,160
+500
| +2% | +$24.6K | 0.04% | 140 |
|
|
2023
Q3 | $885K | Hold |
21,660
| – | – | 0.04% | 134 |
|
|
2023
Q2 | $924K | Sell |
21,660
-200
| -0.9% | -$8.54K | 0.04% | 132 |
|
|
2023
Q1 | $817K | Sell |
21,860
-23,092
| -51% | -$863K | 0.04% | 133 |
|
|
2022
Q4 | $1.86M | Sell |
44,952
-2,950
| -6% | -$122K | 0.08% | 122 |
|
|
2022
Q3 | $1.93M | Sell |
47,902
-101,098
| -68% | -$4.07M | 0.09% | 118 |
|
|
2022
Q2 | $5.84M | Sell |
149,000
-248
| -0.2% | -$9.71K | 0.26% | 95 |
|
|
2022
Q1 | $7.23M | Sell |
149,248
-122,973
| -45% | -$5.96M | 0.29% | 90 |
|
|
2021
Q4 | $13.1M | Sell |
272,221
-65,311
| -19% | -$3.13M | 0.52% | 75 |
|
|
2021
Q3 | $15.7M | Sell |
337,532
-19,493
| -5% | -$905K | 0.65% | 68 |
|
|
2021
Q2 | $16.2M | Sell |
357,025
-81,045
| -19% | -$3.67M | 0.71% | 63 |
|
|
2021
Q1 | $17.1M | Sell |
438,070
-4,923
| -1% | -$192K | 0.78% | 58 |
|
|
2020
Q4 | $13.4M | Buy |
442,993
+46,421
| +12% | +$1.4M | 0.68% | 61 |
|
|
2020
Q3 | $9.32M | Buy |
396,572
+60,801
| +18% | +$1.43M | 0.61% | 64 |
|
|
2020
Q2 | $8.6M | Sell |
335,771
-7,972
| -2% | -$204K | 0.6% | 70 |
|
|
2020
Q1 | $9.87M | Sell |
343,743
-25,669
| -7% | -$737K | 0.8% | 52 |
|
|
2019
Q4 | $19.9M | Sell |
369,412
-8,666
| -2% | -$466K | 0.98% | 49 |
|
|
2019
Q3 | $19.1M | Buy |
378,078
+6,834
| +2% | +$345K | 1.01% | 43 |
|
|
2019
Q2 | $17.6M | Buy |
371,244
+120,365
| +48% | +$5.7M | 0.9% | 48 |
|
|
2019
Q1 | $12.1M | Buy |
250,879
+10,619
| +4% | +$513K | 0.6% | 70 |
|
|
2018
Q4 | $11.1M | Buy |
240,260
+51,218
| +27% | +$2.36M | 0.61% | 66 |
|
|
2018
Q3 | $9.94M | Sell |
189,042
-4,077
| -2% | -$214K | 0.47% | 80 |
|
|
2018
Q2 | $10.7M | Sell |
193,119
-593
| -0.3% | -$32.9K | 0.52% | 75 |
|
|
2018
Q1 | $10.2M | Sell |
193,712
-137,068
| -41% | -$7.18M | 0.54% | 72 |
|
|
2017
Q4 | $20.1M | Sell |
330,780
-115,486
| -26% | -$7.01M | 1.03% | 41 |
|
|
2017
Q3 | $24.6M | Buy |
446,266
+1,082
| +0.2% | +$59.7K | 1.3% | 30 |
|
|
2017
Q2 | $24.7M | Buy |
445,184
+189,498
| +74% | +$10.5M | 1.35% | 24 |
|
|
2017
Q1 | $14.2M | Sell |
255,686
-3,056
| -1% | -$170K | 0.81% | 52 |
|
|
2016
Q4 | $14.3M | Sell |
258,742
-32,856
| -11% | -$1.81M | 0.8% | 55 |
|
|
2016
Q3 | $12.9M | Sell |
291,598
-2,774
| -0.9% | -$123K | 0.8% | 49 |
|
|
2016
Q2 | $13.9M | Buy |
294,372
+49,855
| +20% | +$2.36M | 0.91% | 46 |
|
|
2016
Q1 | $11.8M | Sell |
244,517
-3,337
| -1% | -$161K | 0.76% | 51 |
|
|
2015
Q4 | $13.5M | Sell |
247,854
-1,897
| -0.8% | -$103K | 0.84% | 47 |
|
|
2015
Q3 | $12.8M | Sell |
249,751
-128,650
| -34% | -$6.61M | 0.83% | 47 |
|
|
2015
Q2 | $21.3M | Sell |
378,401
-66,970
| -15% | -$3.77M | 1.39% | 30 |
|
|
2015
Q1 | $24.2M | Sell |
445,371
-49,104
| -10% | -$2.67M | 1.55% | 29 |
|
|
2014
Q4 | $27.1M | Sell |
494,475
-79,811
| -14% | -$4.38M | 1.7% | 27 |
|
|
2014
Q3 | $29.8M | Sell |
574,286
-5,566
| -1% | -$289K | 1.91% | 26 |
|
|
2014
Q2 | $30.5M | Sell |
579,852
-59,045
| -9% | -$3.1M | 1.88% | 25 |
|
|
2014
Q1 | $31.8M | Sell |
638,897
-176,760
| -22% | -$8.79M | 2.11% | 23 |
|
|
2013
Q4 | $37M | Sell |
815,657
-72,274
| -8% | -$3.28M | 2.52% | 15 |
|
|
2013
Q3 | $36.7M | Sell |
887,931
-10,008
| -1% | -$414K | 2.6% | 13 |
|
|
2013
Q2 | $37.1M | Buy |
+897,939
| New | +$37.1M | 2.66% | 14 |
|