Salzhauer Michael’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 | $8.39M | Sell |
104,707
-25,526
| -20% | -$2.05M | 4.91% | 2 |
|
|
2025
Q1 | $9.77M | Sell |
130,233
-3,500
| -3% | -$263K | 5.97% | 2 |
|
|
2024
Q4 | $8.15M | Buy |
133,733
+10,700
| +9% | +$652K | 4.17% | 5 |
|
|
2024
Q3 | $6.95M | Hold |
123,033
| – | – | 4.26% | 5 |
|
|
2024
Q2 | $7.31M | Sell |
123,033
-5,800
| -5% | -$344K | 5.68% | 4 |
|
|
2024
Q1 | $7.47M | Sell |
128,833
-21,940
| -15% | -$1.27M | 5.7% | 4 |
|
|
2023
Q4 | $7.42M | Buy |
150,773
+16,575
| +12% | +$816K | 6.31% | 5 |
|
|
2023
Q3 | $5.48M | Sell |
134,198
-3,351
| -2% | -$137K | 5.84% | 5 |
|
|
2023
Q2 | $5.87M | Buy |
137,549
+2,557
| +2% | +$109K | 6.12% | 5 |
|
|
2023
Q1 | $5.05M | Sell |
134,992
-54,351
| -29% | -$2.03M | 4.45% | 7 |
|
|
2022
Q4 | $7.82M | Buy |
189,343
+3,100
| +2% | +$128K | 4.58% | 4 |
|
|
2022
Q3 | $7.49M | Buy |
186,243
+104,757
| +129% | +$4.21M | 4.58% | 4 |
|
|
2022
Q2 | $3.19M | Sell |
81,486
-606,500
| -88% | -$23.8M | 1.91% | 11 |
|
|
2022
Q1 | $8.43M | Buy |
687,986
+161,529
| +31% | +$1.98M | 3.72% | 5 |
|
|
2021
Q4 | $7.11M | Buy |
526,457
+453,171
| +618% | +$6.12M | 2.7% | 5 |
|
|
2021
Q3 | $3.4M | Buy |
73,286
+19,759
| +37% | +$917K | 1.4% | 11 |
|
|
2021
Q2 | $1.8M | Buy |
53,527
+33,350
| +165% | +$1.12M | 0.79% | 23 |
|
|
2021
Q1 | $788K | Buy |
20,177
+7,067
| +54% | +$276K | 0.4% | 37 |
|
|
2020
Q4 | $395K | Buy |
13,110
+2,500
| +24% | +$75.3K | 0.28% | 51 |
|
|
2020
Q3 | $250K | Buy |
+10,610
| New | +$250K | 0.28% | 52 |
|
|
2020
Q2 | – | Sell |
-4,710
| Closed | -$135K | – | 88 |
|
|
2020
Q1 | $135K | Sell |
4,710
-9,696
| -67% | -$278K | 0.23% | 70 |
|
|
2019
Q4 | $775K | Hold |
14,406
| – | – | 0.35% | 49 |
|
|
2019
Q3 | $727K | Hold |
14,406
| – | – | 0.38% | 52 |
|
|
2019
Q2 | $681K | Hold |
14,406
| – | – | 0.31% | 58 |
|
|
2019
Q1 | $699K | Hold |
14,406
| – | – | 0.34% | 52 |
|
|
2018
Q4 | $664K | Buy |
14,406
+10,543
| +273% | +$486K | 0.37% | 55 |
|
|
2018
Q3 | $203K | Buy |
+3,863
| New | +$203K | 0.08% | 131 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 148 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 145 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 145 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 143 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 144 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 136 |
|
|
2016
Q3 | – | Sell |
-4,919
| Closed | -$233K | – | 128 |
|
|
2016
Q2 | $233K | Hold |
4,919
| – | – | 0.19% | 96 |
|
|
2016
Q1 | $238K | Sell |
4,919
-100
| -2% | -$4.84K | 0.2% | 93 |
|
|
2015
Q4 | $273K | Sell |
5,019
-600
| -11% | -$32.6K | 0.2% | 88 |
|
|
2015
Q3 | $289K | Hold |
5,619
| – | – | 0.24% | 80 |
|
|
2015
Q2 | $316K | Hold |
5,619
| – | – | 0.24% | 81 |
|
|
2015
Q1 | $306K | Hold |
5,619
| – | – | 0.28% | 73 |
|
|
2014
Q4 | $308K | Hold |
5,619
| – | – | 0.26% | 74 |
|
|
2014
Q3 | $291K | Hold |
5,619
| – | – | 0.27% | 65 |
|
|
2014
Q2 | $295K | Hold |
5,619
| – | – | 0.28% | 62 |
|
|
2014
Q1 | $279K | Hold |
5,619
| – | – | 0.27% | 65 |
|
|
2013
Q4 | $255K | Buy |
+5,619
| New | +$255K | 0.25% | 67 |
|