Quad-Cities Investment 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 | $4.19M | Sell |
52,238
-137
| -0.3% | -$11K | 1.9% | 14 |
|
2025
Q1 | $3.76M | Sell |
52,375
-201
| -0.4% | -$14.4K | 1.85% | 15 |
|
2024
Q4 | $3.69M | Buy |
52,576
+158
| +0.3% | +$11.1K | 1.81% | 15 |
|
2024
Q3 | $2.96M | Sell |
52,418
-782
| -1% | -$44.2K | 1.49% | 17 |
|
2024
Q2 | $3.16M | Sell |
53,200
-95
| -0.2% | -$5.64K | 1.75% | 14 |
|
2024
Q1 | $3.09M | Sell |
53,295
-1,088
| -2% | -$63.1K | 1.8% | 13 |
|
2023
Q4 | $2.71M | Buy |
54,383
+12,893
| +31% | +$644K | 1.68% | 15 |
|
2023
Q3 | $1.7M | Buy |
41,490
+39
| +0.1% | +$1.59K | 1.14% | 23 |
|
2023
Q2 | $1.77M | Buy |
41,451
+34
| +0.1% | +$1.45K | 1.15% | 22 |
|
2023
Q1 | $1.55M | Buy |
41,417
+8,629
| +26% | +$323K | 1.07% | 27 |
|
2022
Q4 | $1.35M | Buy |
32,788
+58
| +0.2% | +$2.4K | 1% | 27 |
|
2022
Q3 | $1.32M | Buy |
32,730
+8,491
| +35% | +$341K | 1.02% | 23 |
|
2022
Q2 | $949K | Buy |
24,239
+3
| +0% | +$117 | 0.7% | 38 |
|
2022
Q1 | $1.17M | Buy |
24,236
+1
| +0% | +$48 | 0.75% | 34 |
|
2021
Q4 | $1.16M | Buy |
24,235
+3
| +0% | +$144 | 0.73% | 34 |
|
2021
Q3 | $1.13M | Buy |
24,232
+2
| +0% | +$93 | 0.79% | 33 |
|
2021
Q2 | $1.1M | Buy |
24,230
+969
| +4% | +$43.9K | 0.75% | 35 |
|
2021
Q1 | $909K | Buy |
23,261
+313
| +1% | +$12.2K | 0.69% | 37 |
|
2020
Q4 | $693K | Buy |
22,948
+1,011
| +5% | +$30.5K | 0.57% | 53 |
|
2020
Q3 | $516K | Buy |
21,937
+2,964
| +16% | +$69.7K | 0.49% | 57 |
|
2020
Q2 | $486K | Buy |
18,973
+1,581
| +9% | +$40.5K | 0.5% | 61 |
|
2020
Q1 | $499K | Buy |
17,392
+4
| +0% | +$115 | 0.64% | 45 |
|
2019
Q4 | $935K | Sell |
17,388
-37
| -0.2% | -$1.99K | 0.89% | 31 |
|
2019
Q3 | $878K | Sell |
17,425
-96
| -0.5% | -$4.84K | 0.74% | 27 |
|
2019
Q2 | $829K | Buy |
17,521
+3
| +0% | +$142 | 0.72% | 30 |
|
2019
Q1 | $846K | Sell |
17,518
-22
| -0.1% | -$1.06K | 0.77% | 27 |
|
2018
Q4 | $809K | Buy |
17,540
+2
| +0% | +$92 | 0.83% | 26 |
|
2018
Q3 | $922K | Buy |
17,538
+2
| +0% | +$105 | 0.81% | 25 |
|
2018
Q2 | $973K | Buy |
17,536
+3
| +0% | +$166 | 0.9% | 20 |
|
2018
Q1 | $919K | Buy |
+17,533
| New | +$919K | 1.18% | 21 |
|