QV Investors’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 | $2.76M | Buy |
34,497
+230
| +0.7% | +$18.4K | 0.27% | 54 |
|
|
2025
Q1 | $2.46M | Sell |
34,267
-2,600
| -7% | -$187K | 0.25% | 54 |
|
|
2024
Q4 | $2.59M | Sell |
36,867
-720
| -2% | -$50.6K | 0.27% | 53 |
|
|
2024
Q3 | $2.12M | Sell |
37,587
-115,180
| -75% | -$6.51M | 0.19% | 58 |
|
|
2024
Q2 | $9.07M | Sell |
152,767
-110,550
| -42% | -$6.57M | 0.85% | 36 |
|
|
2024
Q1 | $15.3M | Sell |
263,317
-2,210
| -0.8% | -$128K | 1.32% | 30 |
|
|
2023
Q4 | $13.1M | Sell |
265,527
-5,880
| -2% | -$289K | 1.18% | 32 |
|
|
2023
Q3 | $11.1M | Buy |
271,407
+73,530
| +37% | +$3M | 1.15% | 30 |
|
|
2023
Q2 | $8.45M | Sell |
197,877
-6,710
| -3% | -$286K | 0.76% | 41 |
|
|
2023
Q1 | $7.65M | Sell |
204,587
-37,730
| -16% | -$1.41M | 0.71% | 43 |
|
|
2022
Q4 | $10M | Buy |
242,317
+2,230
| +0.9% | +$92.1K | 0.96% | 34 |
|
|
2022
Q3 | $9.66M | Sell |
240,087
-9,610
| -4% | -$387K | 0.93% | 35 |
|
|
2022
Q2 | $9.78M | Sell |
249,697
-44,940
| -15% | -$1.76M | 0.89% | 33 |
|
|
2022
Q1 | $14.3M | Sell |
294,637
-2,390
| -0.8% | -$116K | 1.01% | 31 |
|
|
2021
Q4 | $14.3M | Sell |
297,027
-17,570
| -6% | -$843K | 0.99% | 32 |
|
|
2021
Q3 | $14.6M | Sell |
314,597
-15,020
| -5% | -$697K | 1.11% | 31 |
|
|
2021
Q2 | $14.9M | Sell |
329,617
-48,280
| -13% | -$2.19M | 0.91% | 33 |
|
|
2021
Q1 | $14.8M | Buy |
377,897
+48,870
| +15% | +$1.91M | 0.91% | 33 |
|
|
2020
Q4 | $9.93M | Sell |
329,027
-89,200
| -21% | -$2.69M | 0.65% | 41 |
|
|
2020
Q3 | $9.83M | Sell |
418,227
-22,010
| -5% | -$517K | 0.67% | 40 |
|
|
2020
Q2 | $11.3M | Sell |
440,237
-590
| -0.1% | -$15.1K | 0.76% | 41 |
|
|
2020
Q1 | $12.7M | Sell |
440,827
-51,543
| -10% | -$1.48M | 1.08% | 24 |
|
|
2019
Q4 | $26.5M | Sell |
492,370
-116,275
| -19% | -$6.26M | 1.11% | 24 |
|
|
2019
Q3 | $30.7M | Sell |
608,645
-231,762
| -28% | -$11.7M | 0.92% | 24 |
|
|
2019
Q2 | $39.8M | Buy |
840,407
+32,118
| +4% | +$1.52M | 1.27% | 20 |
|
|
2019
Q1 | $39.1M | Sell |
808,289
-68,278
| -8% | -$3.3M | 1.1% | 19 |
|
|
2018
Q4 | $40.4M | Sell |
876,567
-539,970
| -38% | -$24.9M | 1.25% | 18 |
|
|
2018
Q3 | $74.5M | Sell |
1,416,537
-30,270
| -2% | -$1.59M | 1.83% | 16 |
|
|
2018
Q2 | $80.2M | Buy |
1,446,807
+28,370
| +2% | +$1.57M | 1.85% | 15 |
|
|
2018
Q1 | $74.3M | Sell |
1,418,437
-175,710
| -11% | -$9.21M | 1.64% | 16 |
|
|
2017
Q4 | $96.7M | Sell |
1,594,147
-55,090
| -3% | -$3.34M | 1.98% | 16 |
|
|
2017
Q3 | $91M | Sell |
1,649,237
-3,595
| -0.2% | -$198K | 1.96% | 15 |
|
|
2017
Q2 | $91.6M | Buy |
1,652,832
+120,340
| +8% | +$6.67M | 2.13% | 14 |
|
|
2017
Q1 | $85.3M | Sell |
1,532,492
-143,723
| -9% | -$8M | 8.78% | 1 |
|
|
2016
Q4 | $92.4M | Buy |
1,676,215
+259,460
| +18% | +$14.3M | 10.34% | 1 |
|
|
2016
Q3 | $62.7M | Buy |
1,416,755
+514,410
| +57% | +$22.8M | 7.55% | 1 |
|
|
2016
Q2 | $42.7M | Buy |
902,345
+29,505
| +3% | +$1.4M | 5.42% | 4 |
|
|
2016
Q1 | $42.2M | Sell |
872,840
-32,615
| -4% | -$1.58M | 5.62% | 4 |
|
|
2015
Q4 | $49.2M | Sell |
905,455
-95,805
| -10% | -$5.21M | 6.59% | 2 |
|
|
2015
Q3 | $51.4M | Buy |
1,001,260
+19,300
| +2% | +$991K | 6.16% | 3 |
|
|
2015
Q2 | $55.2M | Buy |
981,960
+212,325
| +28% | +$11.9M | 6.09% | 2 |
|
|
2015
Q1 | $41.9M | Sell |
769,635
-210,700
| -21% | -$11.5M | 4.78% | 10 |
|
|
2014
Q4 | $53.7M | Buy |
980,335
+13,600
| +1% | +$746K | 6.64% | 2 |
|
|
2014
Q3 | $50.1M | Buy |
966,735
+93,370
| +11% | +$4.84M | 6.4% | 2 |
|
|
2014
Q2 | $45.9M | Buy |
+873,365
| New | +$45.9M | 6.35% | 2 |
|
|
2013
Q4 | $37.4M | Buy |
+823,515
| New | +$37.4M | 6.96% | 3 |
|