Salem Investment Counselors’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 | $1.17M | Hold |
14,552
| – | – | 0.04% | 189 |
|
|
2025
Q1 | $1.04M | Sell |
14,552
-700
| -5% | -$50.3K | 0.04% | 184 |
|
|
2024
Q4 | $1.07M | Sell |
15,252
-1,386
| -8% | -$97.4K | 0.04% | 190 |
|
|
2024
Q3 | $940K | Sell |
16,638
-571
| -3% | -$32.3K | 0.03% | 207 |
|
|
2024
Q2 | $1.02M | Sell |
17,209
-314
| -2% | -$18.6K | 0.03% | 194 |
|
|
2024
Q1 | $1.02M | Sell |
17,523
-3,389
| -16% | -$196K | 0.03% | 199 |
|
|
2023
Q4 | $1.03M | Sell |
20,912
-324
| -2% | -$15.9K | 0.04% | 183 |
|
|
2023
Q3 | $868K | Sell |
21,236
-1,475
| -6% | -$60.3K | 0.03% | 187 |
|
|
2023
Q2 | $969K | Sell |
22,711
-377
| -2% | -$16.1K | 0.04% | 178 |
|
|
2023
Q1 | $863K | Buy |
23,088
+449
| +2% | +$16.8K | 0.03% | 188 |
|
|
2022
Q4 | $935K | Buy |
22,639
+805
| +4% | +$33.2K | 0.04% | 187 |
|
|
2022
Q3 | $878K | Sell |
21,834
-67
| -0.3% | -$2.69K | 0.04% | 184 |
|
|
2022
Q2 | $858K | Sell |
21,901
-162
| -0.7% | -$6.35K | 0.04% | 192 |
|
|
2022
Q1 | $1.07M | Buy |
22,063
+1,412
| +7% | +$68.4K | 0.04% | 183 |
|
|
2021
Q4 | $991K | Buy |
20,651
+321
| +2% | +$15.4K | 0.03% | 190 |
|
|
2021
Q3 | $944K | Buy |
20,330
+342
| +2% | +$15.9K | 0.05% | 181 |
|
|
2021
Q2 | $905K | Sell |
19,988
-68
| -0.3% | -$3.08K | 0.05% | 181 |
|
|
2021
Q1 | $784K | Buy |
20,056
+5,646
| +39% | +$221K | 0.05% | 174 |
|
|
2020
Q4 | $435K | Sell |
14,410
-8,469
| -37% | -$256K | 0.03% | 205 |
|
|
2020
Q3 | $538K | Sell |
22,879
-22,848
| -50% | -$537K | 0.04% | 175 |
|
|
2020
Q2 | $1.17M | Sell |
45,727
-12,243
| -21% | -$314K | 0.1% | 136 |
|
|
2020
Q1 | $1.66M | Sell |
57,970
-6,241
| -10% | -$179K | 0.17% | 103 |
|
|
2019
Q4 | $3.46M | Buy |
64,211
+1,571
| +3% | +$84.5K | 0.29% | 77 |
|
|
2019
Q3 | $3.16M | Sell |
62,640
-707
| -1% | -$35.7K | 0.29% | 82 |
|
|
2019
Q2 | $3M | Sell |
63,347
-19,619
| -24% | -$929K | 0.28% | 85 |
|
|
2019
Q1 | $4.36M | Buy |
82,966
+1,789
| +2% | +$94K | 0.45% | 57 |
|
|
2018
Q4 | $3.74M | Sell |
81,177
-1,789
| -2% | -$82.4K | 0.47% | 53 |
|
|
2018
Q3 | $4.36M | Sell |
82,966
-1,703
| -2% | -$89.5K | 0.45% | 57 |
|
|
2018
Q2 | $4.69M | Buy |
84,669
+5,208
| +7% | +$289K | 0.43% | 50 |
|
|
2018
Q1 | $4.08M | Sell |
79,461
-10,820
| -12% | -$556K | 0.46% | 54 |
|
|
2017
Q4 | $5.48M | Buy |
+90,281
| New | +$5.48M | 0.59% | 45 |
|
|
2017
Q3 | – | Sell |
-108,151
| Closed | -$5.99M | – | 674 |
|
|
2017
Q2 | $5.99M | Buy |
108,151
+24,447
| +29% | +$1.35M | 0.69% | 39 |
|
|
2017
Q1 | $4.66M | Sell |
83,704
-60,878
| -42% | -$3.39M | 0.5% | 53 |
|
|
2016
Q4 | $7.4M | Sell |
144,582
-69,846
| -33% | -$3.57M | 0.85% | 33 |
|
|
2016
Q3 | $94.9K | Buy |
214,428
+68,421
| +47% | +$30.3K | 1.24% | 27 |
|
|
2016
Q2 | $6.91M | Sell |
146,007
-1,030
| -0.7% | -$48.8K | 0.83% | 37 |
|
|
2016
Q1 | $7.11M | Buy |
147,037
+887
| +0.6% | +$42.9K | 0.88% | 35 |
|
|
2015
Q4 | $7.95M | Sell |
146,150
-840
| -0.6% | -$45.7K | 1% | 32 |
|
|
2015
Q3 | $7.48M | Buy |
146,990
+1,172
| +0.8% | +$59.6K | 0.98% | 32 |
|
|
2015
Q2 | $8.2M | Buy |
145,818
+987
| +0.7% | +$55.5K | 1% | 29 |
|
|
2015
Q1 | $7.88M | Sell |
144,831
-2,458
| -2% | -$134K | 0.94% | 31 |
|
|
2014
Q4 | $8.07M | Buy |
147,289
+1,044
| +0.7% | +$57.2K | 0.96% | 33 |
|
|
2014
Q3 | $7.59M | Sell |
146,245
-1,270
| -0.9% | -$65.9K | 0.91% | 34 |
|
|
2014
Q2 | $7.75M | Buy |
147,515
+1,841
| +1% | +$96.8K | 0.94% | 32 |
|
|
2014
Q1 | $7.25M | Buy |
145,674
+3,096
| +2% | +$154K | 0.9% | 33 |
|
|
2013
Q4 | $6.47M | Buy |
142,578
+5,585
| +4% | +$254K | 0.84% | 40 |
|
|
2013
Q3 | $5.66M | Buy |
136,993
+5,325
| +4% | +$220K | 0.79% | 42 |
|
|
2013
Q2 | $5.43M | Buy |
+131,668
| New | +$5.43M | 0.79% | 42 |
|