Salomon & Ludwin’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 | $395K | Sell |
4,796
-353
| -7% | -$29.1K | 0.04% | 121 |
|
|
2025
Q1 | $370K | Hold |
5,149
| – | – | 0.04% | 112 |
|
|
2024
Q4 | $362K | Sell |
5,149
-107
| -2% | -$7.52K | 0.04% | 116 |
|
|
2024
Q3 | $297K | Buy |
5,256
+399
| +8% | +$22.5K | 0.03% | 131 |
|
|
2024
Q2 | $288K | Sell |
4,857
-324
| -6% | -$19.2K | 0.03% | 133 |
|
|
2024
Q1 | $300K | Sell |
5,181
-68
| -1% | -$3.94K | 0.03% | 154 |
|
|
2023
Q4 | $214K | Hold |
5,249
| – | – | 0.02% | 169 |
|
|
2023
Q3 | $214K | Sell |
5,249
-501
| -9% | -$20.5K | 0.02% | 169 |
|
|
2023
Q2 | $245K | Sell |
5,750
-1
| -0% | -$43 | 0.03% | 160 |
|
|
2023
Q1 | $215K | Sell |
5,751
-143
| -2% | -$5.35K | 0.03% | 157 |
|
|
2022
Q4 | $243K | Buy |
5,894
+813
| +16% | +$33.6K | 0.03% | 149 |
|
|
2022
Q3 | $204K | Buy |
+5,081
| New | +$204K | 0.03% | 142 |
|
|
2021
Q4 | – | Sell |
-5,002
| Closed | -$232K | – | 113 |
|
|
2021
Q3 | $232K | Buy |
5,002
+579
| +13% | +$26.9K | 0.04% | 92 |
|
|
2021
Q2 | $200K | Buy |
+4,423
| New | +$200K | 0.03% | 79 |
|
|
2020
Q2 | – | Sell |
-26
| Closed | -$1K | – | 220 |
|
|
2020
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 219 |
|
|
2019
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 226 |
|
|
2019
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 203 |
|
|
2019
Q2 | $1K | Sell |
26
-3,453
| -99% | -$133K | ﹤0.01% | 203 |
|
|
2019
Q1 | $168K | Buy |
3,479
+3,106
| +833% | +$150K | 0.03% | 45 |
|
|
2018
Q4 | $17K | Buy |
+373
| New | +$17K | ﹤0.01% | 130 |
|