Sand Hill Global Advisors’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 | $400K | Buy |
4,997
+10
| +0.2% | +$801 | 0.01% | 157 |
|
|
2025
Q1 | $358K | Sell |
4,987
-1,214
| -20% | -$87.2K | 0.01% | 159 |
|
|
2024
Q4 | $436K | Sell |
6,201
-517
| -8% | -$36.3K | 0.02% | 148 |
|
|
2024
Q3 | $380K | Hold |
6,718
| – | – | 0.02% | 151 |
|
|
2024
Q2 | $399K | Hold |
6,718
| – | – | 0.02% | 146 |
|
|
2024
Q1 | $389K | Sell |
6,718
-638
| -9% | -$37K | 0.02% | 130 |
|
|
2023
Q4 | $362K | Buy |
7,356
+638
| +9% | +$31.4K | 0.02% | 134 |
|
|
2023
Q3 | $274K | Hold |
6,718
| – | – | 0.02% | 137 |
|
|
2023
Q2 | $287K | Hold |
6,718
| – | – | 0.01% | 138 |
|
|
2023
Q1 | $251K | Hold |
6,718
| – | – | 0.01% | 144 |
|
|
2022
Q4 | $277K | Sell |
6,718
-214
| -3% | -$8.84K | 0.02% | 143 |
|
|
2022
Q3 | $279K | Sell |
6,932
-779
| -10% | -$31.4K | 0.02% | 139 |
|
|
2022
Q2 | $302K | Buy |
7,711
+513
| +7% | +$20.1K | 0.02% | 133 |
|
|
2022
Q1 | $349K | Sell |
7,198
-967
| -12% | -$46.9K | 0.02% | 126 |
|
|
2021
Q4 | $392K | Buy |
8,165
+105
| +1% | +$5.04K | 0.02% | 121 |
|
|
2021
Q3 | $374K | Buy |
8,060
+2,248
| +39% | +$104K | 0.02% | 120 |
|
|
2021
Q2 | $263K | Buy |
5,812
+149
| +3% | +$6.74K | 0.02% | 135 |
|
|
2021
Q1 | $221K | Buy |
+5,663
| New | +$221K | 0.01% | 131 |
|
|
2020
Q4 | – | Sell |
-9,998
| Closed | -$235K | – | 142 |
|
|
2020
Q3 | $235K | Sell |
9,998
-62
| -0.6% | -$1.46K | 0.02% | 119 |
|
|
2020
Q2 | $258K | Sell |
10,060
-452
| -4% | -$11.6K | 0.02% | 110 |
|
|
2020
Q1 | $302K | Sell |
10,512
-883
| -8% | -$25.4K | 0.03% | 103 |
|
|
2019
Q4 | $613K | Buy |
11,395
+987
| +9% | +$53.1K | 0.06% | 93 |
|
|
2019
Q3 | $525K | Sell |
10,408
-658
| -6% | -$33.2K | 0.05% | 98 |
|
|
2019
Q2 | $524K | Sell |
11,066
-55
| -0.5% | -$2.6K | 0.05% | 76 |
|
|
2019
Q1 | $537K | Sell |
11,121
-945
| -8% | -$45.6K | 0.05% | 75 |
|
|
2018
Q4 | $556K | Sell |
12,066
-3,990
| -25% | -$184K | 0.06% | 74 |
|
|
2018
Q3 | $844K | Sell |
16,056
-1,835
| -10% | -$96.5K | 0.08% | 67 |
|
|
2018
Q2 | $992K | Buy |
17,891
+95
| +0.5% | +$5.27K | 0.1% | 64 |
|
|
2018
Q1 | $933K | Sell |
17,796
-9,660
| -35% | -$506K | 0.9% | 23 |
|
|
2017
Q4 | $1.67M | Sell |
27,456
-1,667
| -6% | -$101K | 0.17% | 59 |
|
|
2017
Q3 | $1.61M | Buy |
29,123
+9,089
| +45% | +$501K | 0.17% | 59 |
|
|
2017
Q2 | $1.11M | Buy |
20,034
+8,666
| +76% | +$480K | 0.13% | 64 |
|
|
2017
Q1 | $633K | Sell |
11,368
-10,436
| -48% | -$581K | 0.08% | 59 |
|
|
2016
Q4 | $1.2M | Buy |
21,804
+1,244
| +6% | +$68.5K | 0.17% | 54 |
|
|
2016
Q3 | $910K | Sell |
20,560
-82,732
| -80% | -$3.66M | 0.14% | 50 |
|
|
2016
Q2 | $4.89M | Buy |
103,292
+807
| +0.8% | +$38.2K | 0.77% | 26 |
|
|
2016
Q1 | $4.96M | Buy |
102,485
+3,648
| +4% | +$176K | 0.75% | 24 |
|
|
2015
Q4 | $5.37M | Sell |
98,837
-2,297
| -2% | -$125K | 0.86% | 18 |
|
|
2015
Q3 | $5.19M | Buy |
101,134
+4,542
| +5% | +$233K | 0.83% | 18 |
|
|
2015
Q2 | $5.43M | Sell |
96,592
-1,016
| -1% | -$57.1K | 0.88% | 18 |
|
|
2015
Q1 | $5.31M | Sell |
97,608
-3,870
| -4% | -$211K | 0.86% | 19 |
|
|
2014
Q4 | $5.56M | Sell |
101,478
-3,347
| -3% | -$183K | 0.95% | 17 |
|
|
2014
Q3 | $5.44M | Buy |
104,825
+4,989
| +5% | +$259K | 0.9% | 18 |
|
|
2014
Q2 | $5.25M | Sell |
99,836
-2,005
| -2% | -$105K | 0.99% | 16 |
|
|
2014
Q1 | $5.07M | Buy |
101,841
+110
| +0.1% | +$5.47K | 1.03% | 15 |
|
|
2013
Q4 | $4.62M | Sell |
101,731
-27,222
| -21% | -$1.24M | 0.98% | 18 |
|
|
2013
Q3 | $5.33M | Buy |
128,953
+38,175
| +42% | +$1.58M | 0.92% | 19 |
|
|
2013
Q2 | $3.75M | Buy |
+90,778
| New | +$3.75M | 1.03% | 18 |
|