Roble Belko & Company’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $72K | Buy |
900
+700
| +350% | +$60.1K | 0.01% | 185 |
|
|
2025
Q4 | $19K | Buy |
+200
| New | +$17.4K | ﹤0.01% | 268 |
|
|
2022
Q3 | – | Sell |
-87
| Closed | -$3K | – | 351 |
|
|
2022
Q2 | $3K | Hold |
87
| – | – | ﹤0.01% | 285 |
|
|
2022
Q1 | $4K | Sell |
87
-133
| -60% | -$7.12K | ﹤0.01% | 330 |
|
|
2021
Q4 | $11K | Buy |
+220
| New | +$10.8K | ﹤0.01% | 260 |
|
|
2021
Q3 | – | Sell |
-220
| Closed | -$10K | – | 357 |
|
|
2021
Q2 | $10K | Hold |
220
| – | – | ﹤0.01% | 261 |
|
|
2021
Q1 | $9K | Hold |
220
| – | – | ﹤0.01% | 255 |
|
|
2020
Q4 | $7K | Hold |
220
| – | – | ﹤0.01% | 252 |
|
|
2020
Q3 | $5K | Hold |
220
| – | – | ﹤0.01% | 261 |
|
|
2020
Q2 | $6K | Sell |
220
-253
| -53% | -$6.92K | ﹤0.01% | 276 |
|
|
2020
Q1 | $14K | Hold |
473
| – | – | ﹤0.01% | 221 |
|
|
2019
Q4 | $25K | Hold |
473
| – | – | 0.01% | 194 |
|
|
2019
Q3 | $24K | Hold |
473
| – | – | 0.01% | 187 |
|
|
2019
Q2 | $22K | Sell |
473
-218
| -32% | -$10.2K | 0.01% | 194 |
|
|
2019
Q1 | $33K | Buy |
691
+218
| +46% | +$10.7K | 0.01% | 136 |
|
|
2018
Q4 | $22K | Hold |
473
| – | – | 0.01% | 149 |
|
|
2018
Q3 | $25K | Hold |
473
| – | – | 0.01% | 146 |
|
|
2018
Q2 | $26K | Hold |
473
| – | – | 0.01% | 146 |
|
|
2018
Q1 | $25K | Sell |
473
-175
| -27% | -$10.4K | 0.01% | 160 |
|
|
2017
Q4 | $39K | Hold |
648
| – | – | 0.02% | 128 |
|
|
2017
Q3 | $36K | Buy |
648
+175
| +37% | +$9.3K | 0.02% | 107 |
|
|
2017
Q2 | $26K | Sell |
473
-37
| -7% | -$1.98K | 0.01% | 122 |
|
|
2017
Q1 | $28K | Sell |
510
-230
| -31% | -$13.1K | 0.01% | 116 |
|
|
2016
Q4 | $41K | Buy |
740
+690
| +1,380% | +$34.7K | 0.02% | 106 |
|
|
2016
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 280 |
|
|
2016
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 246 |
|
|
2016
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 248 |
|
|
2015
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 193 |
|
|
2015
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 182 |
|
|
2015
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 206 |
|
|
2015
Q1 | $3K | Buy |
+50
| New | +$2.7K | ﹤0.01% | 214 |
|
Other funds holding WFC
VCM
VPM
