Samalin Investment Counsel’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 | $371K | Sell |
4,624
-227
| -5% | -$18.2K | 0.14% | 224 |
|
|
2025
Q1 | $348K | Buy |
4,851
+354
| +8% | +$25.4K | 0.14% | 212 |
|
|
2024
Q4 | $316K | Buy |
4,497
+109
| +2% | +$7.66K | 0.14% | 214 |
|
|
2024
Q3 | $248K | Buy |
4,388
+24
| +0.5% | +$1.36K | 0.11% | 244 |
|
|
2024
Q2 | $259K | Buy |
4,364
+19
| +0.4% | +$1.13K | 0.12% | 238 |
|
|
2024
Q1 | $252K | Buy |
4,345
+22
| +0.5% | +$1.28K | 0.12% | 236 |
|
|
2023
Q4 | $213K | Buy |
+4,323
| New | +$213K | 0.11% | 247 |
|
|
2023
Q3 | – | Sell |
-4,853
| Closed | -$207K | – | 285 |
|
|
2023
Q2 | $207K | Buy |
+4,853
| New | +$207K | 0.11% | 241 |
|
|
2023
Q1 | – | Sell |
-4,892
| Closed | -$202K | – | 272 |
|
|
2022
Q4 | $202K | Buy |
+4,892
| New | +$202K | 0.13% | 223 |
|
|
2022
Q2 | – | Sell |
-5,399
| Closed | -$262K | – | 255 |
|
|
2022
Q1 | $262K | Buy |
5,399
+17
| +0.3% | +$825 | 0.16% | 194 |
|
|
2021
Q4 | $258K | Sell |
5,382
-5
| -0.1% | -$240 | 0.15% | 193 |
|
|
2021
Q3 | $250K | Buy |
5,387
+16
| +0.3% | +$743 | 0.16% | 197 |
|
|
2021
Q2 | $243K | Sell |
5,371
-2,102
| -28% | -$95.1K | 0.16% | 200 |
|
|
2021
Q1 | $291K | Sell |
7,473
-1,185
| -14% | -$46.1K | 0.2% | 171 |
|
|
2020
Q4 | $261K | Sell |
8,658
-3,256
| -27% | -$98.2K | 0.2% | 169 |
|
|
2020
Q3 | $280K | Sell |
11,914
-3,470
| -23% | -$81.6K | 0.25% | 135 |
|
|
2020
Q2 | $393K | Buy |
15,384
+5,833
| +61% | +$149K | 0.41% | 71 |
|
|
2020
Q1 | $274K | Buy |
9,551
+947
| +11% | +$27.2K | 0.37% | 86 |
|
|
2019
Q4 | $462K | Buy |
+8,604
| New | +$462K | 0.39% | 66 |
|