Rothschild Investment LLC’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 | $2.3M | Sell |
28,666
-33
| -0.1% | -$2.64K | 0.14% | 138 |
|
|
2025
Q1 | $2.06M | Buy |
28,699
+352
| +1% | +$25.3K | 0.14% | 142 |
|
|
2024
Q4 | $1.99M | Buy |
28,347
+280
| +1% | +$19.7K | 0.13% | 147 |
|
|
2024
Q3 | $1.59M | Sell |
28,067
-741
| -3% | -$41.9K | 0.1% | 166 |
|
|
2024
Q2 | $1.71M | Buy |
28,808
+2,198
| +8% | +$131K | 0.12% | 153 |
|
|
2024
Q1 | $1.54M | Buy |
26,610
+205
| +0.8% | +$11.9K | 0.11% | 160 |
|
|
2023
Q4 | $1.3M | Buy |
26,405
+797
| +3% | +$39.2K | 0.11% | 158 |
|
|
2023
Q3 | $1.05M | Sell |
25,608
-1,937
| -7% | -$79.1K | 0.09% | 204 |
|
|
2023
Q2 | $1.18M | Buy |
27,545
+3,459
| +14% | +$148K | 0.1% | 193 |
|
|
2023
Q1 | $900K | Buy |
24,086
+242
| +1% | +$9.04K | 0.08% | 231 |
|
|
2022
Q4 | $985K | Sell |
23,844
-1,430
| -6% | -$59.1K | 0.09% | 208 |
|
|
2022
Q3 | $1.02M | Sell |
25,274
-8,325
| -25% | -$335K | 0.1% | 199 |
|
|
2022
Q2 | $1.32M | Sell |
33,599
-50
| -0.1% | -$1.96K | 0.12% | 175 |
|
|
2022
Q1 | $1.63M | Buy |
33,649
+676
| +2% | +$32.8K | 0.13% | 159 |
|
|
2021
Q4 | $1.58M | Sell |
32,973
-50
| -0.2% | -$2.4K | 0.12% | 164 |
|
|
2021
Q3 | $1.53M | Sell |
33,023
-13,500
| -29% | -$627K | 0.13% | 160 |
|
|
2021
Q2 | $2.11M | Buy |
46,523
+673
| +1% | +$30.5K | 0.17% | 131 |
|
|
2021
Q1 | $1.79M | Sell |
45,850
-401
| -0.9% | -$15.7K | 0.15% | 140 |
|
|
2020
Q4 | $1.4M | Buy |
46,251
+20,796
| +82% | +$628K | 0.13% | 152 |
|
|
2020
Q3 | $598K | Sell |
25,455
-2,966
| -10% | -$69.7K | 0.07% | 238 |
|
|
2020
Q2 | $728K | Sell |
28,421
-5,962
| -17% | -$153K | 0.09% | 202 |
|
|
2020
Q1 | $987K | Buy |
34,383
+16,871
| +96% | +$484K | 0.13% | 164 |
|
|
2019
Q4 | $942K | Sell |
17,512
-99
| -0.6% | -$5.33K | 0.09% | 204 |
|
|
2019
Q3 | $888K | Sell |
17,611
-298
| -2% | -$15K | 0.1% | 180 |
|
|
2019
Q2 | $847K | Sell |
17,909
-4,699
| -21% | -$222K | 0.1% | 189 |
|
|
2019
Q1 | $1.09M | Buy |
22,608
+7,001
| +45% | +$338K | 0.13% | 162 |
|
|
2018
Q4 | $719K | Sell |
15,607
-1,089
| -7% | -$50.2K | 0.1% | 188 |
|
|
2018
Q3 | $878K | Buy |
16,696
+354
| +2% | +$18.6K | 0.1% | 179 |
|
|
2018
Q2 | $906K | Sell |
16,342
-7,797
| -32% | -$432K | 0.11% | 172 |
|
|
2018
Q1 | $1.27M | Sell |
24,139
-1,644
| -6% | -$86.2K | 0.16% | 139 |
|
|
2017
Q4 | $1.56M | Sell |
25,783
-3,262
| -11% | -$198K | 0.17% | 142 |
|
|
2017
Q3 | $1.6M | Buy |
29,045
+2,194
| +8% | +$121K | 0.18% | 137 |
|
|
2017
Q2 | $1.49M | Sell |
26,851
-474
| -2% | -$26.3K | 0.17% | 152 |
|
|
2017
Q1 | $1.52M | Buy |
27,325
+569
| +2% | +$31.7K | 0.18% | 146 |
|
|
2016
Q4 | $1.48M | Buy |
26,756
+10,260
| +62% | +$566K | 0.18% | 140 |
|
|
2016
Q3 | $730K | Sell |
16,496
-10,157
| -38% | -$449K | 0.09% | 209 |
|
|
2016
Q2 | $1.26M | Buy |
26,653
+9,167
| +52% | +$434K | 0.16% | 150 |
|
|
2016
Q1 | $846K | Sell |
17,486
-6,262
| -26% | -$303K | 0.11% | 203 |
|
|
2015
Q4 | $1.29M | Buy |
23,748
+55
| +0.2% | +$2.99K | 0.16% | 148 |
|
|
2015
Q3 | $1.22M | Hold |
23,693
| – | – | 0.16% | 148 |
|
|
2015
Q2 | $1.33M | Buy |
23,693
+2,367
| +11% | +$133K | 0.15% | 158 |
|
|
2015
Q1 | $1.16M | Sell |
21,326
-876
| -4% | -$47.6K | 0.14% | 165 |
|
|
2014
Q4 | $1.22M | Buy |
22,202
+2,928
| +15% | +$160K | 0.15% | 154 |
|
|
2014
Q3 | $1M | Sell |
19,274
-2,431
| -11% | -$126K | 0.12% | 188 |
|
|
2014
Q2 | $1.14M | Buy |
21,705
+46
| +0.2% | +$2.42K | 0.15% | 148 |
|
|
2014
Q1 | $1.08M | Hold |
21,659
| – | – | 0.15% | 146 |
|
|
2013
Q4 | $983K | Buy |
21,659
+830
| +4% | +$37.7K | 0.13% | 157 |
|
|
2013
Q3 | $861K | Hold |
20,829
| – | – | 0.13% | 158 |
|
|
2013
Q2 | $860K | Buy |
+20,829
| New | +$860K | 0.14% | 150 |
|