Prudent Man 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 | $1.31M | Sell |
16,370
-2,328
| -12% | -$187K | 0.42% | 57 |
|
|
2025
Q1 | $1.34M | Buy |
18,698
+442
| +2% | +$31.7K | 0.49% | 38 |
|
|
2024
Q4 | $1.28M | Sell |
18,256
-2,280
| -11% | -$160K | 0.47% | 44 |
|
|
2024
Q3 | $1.16M | Sell |
20,536
-437
| -2% | -$24.7K | 0.39% | 62 |
|
|
2024
Q2 | $1.25M | Buy |
20,973
+718
| +4% | +$42.6K | 0.44% | 49 |
|
|
2024
Q1 | $1.17M | Sell |
20,255
-1,606
| -7% | -$93.1K | 0.44% | 52 |
|
|
2023
Q4 | $1.08M | Sell |
21,861
-1,374
| -6% | -$67.6K | 0.4% | 57 |
|
|
2023
Q3 | $949K | Buy |
23,235
+6,587
| +40% | +$269K | 0.38% | 62 |
|
|
2023
Q2 | $711K | Sell |
16,648
-85
| -0.5% | -$3.63K | 0.27% | 78 |
|
|
2023
Q1 | $625K | Sell |
16,733
-322
| -2% | -$12K | 0.24% | 94 |
|
|
2022
Q4 | $704K | Buy |
17,055
+266
| +2% | +$11K | 0.28% | 77 |
|
|
2022
Q3 | $675K | Buy |
16,789
+893
| +6% | +$35.9K | 0.32% | 66 |
|
|
2022
Q2 | $623K | Sell |
15,896
-8
| -0.1% | -$314 | 0.29% | 69 |
|
|
2022
Q1 | $771K | Sell |
15,904
-266
| -2% | -$12.9K | 0.31% | 66 |
|
|
2021
Q4 | $776K | Sell |
16,170
-3,267
| -17% | -$157K | 0.3% | 64 |
|
|
2021
Q3 | $902K | Sell |
19,437
-150
| -0.8% | -$6.96K | 0.34% | 57 |
|
|
2021
Q2 | $887K | Buy |
+19,587
| New | +$887K | 0.34% | 58 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 204 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 189 |
|