Sather Financial Group’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 | $1.04M | Buy |
13,007
+3,556
| +38% | +$285K | 0.06% | 44 |
|
|
2025
Q1 | $678K | Sell |
9,451
-14,532
| -61% | -$1.04M | 0.04% | 48 |
|
|
2024
Q4 | $1.68M | Buy |
23,983
+14,532
| +154% | +$1.02M | 0.11% | 36 |
|
|
2024
Q3 | $534K | Sell |
9,451
-5,000
| -35% | -$282K | 0.03% | 53 |
|
|
2024
Q2 | $858K | Sell |
14,451
-1,658
| -10% | -$98.5K | 0.06% | 43 |
|
|
2024
Q1 | $934K | Sell |
16,109
-742,374
| -98% | -$43M | 0.07% | 48 |
|
|
2023
Q4 | $37.3M | Hold |
758,483
| – | – | 2.76% | 17 |
|
|
2023
Q3 | $31M | Hold |
758,483
| – | – | 2.58% | 18 |
|
|
2023
Q2 | $32.4M | Sell |
758,483
-100
| -0% | -$4.27K | 2.59% | 18 |
|
|
2023
Q1 | $28.4M | Sell |
758,583
-271
| -0% | -$10.1K | 2.46% | 18 |
|
|
2022
Q4 | $31.3M | Buy |
758,854
+742,918
| +4,662% | +$30.7M | 2.58% | 16 |
|
|
2022
Q3 | $641K | Hold |
15,936
| – | – | 0.07% | 45 |
|
|
2022
Q2 | $624K | Sell |
15,936
-493
| -3% | -$19.3K | 0.06% | 50 |
|
|
2022
Q1 | $796K | Buy |
+16,429
| New | +$796K | 0.07% | 46 |
|
|
2020
Q2 | – | Sell |
-51,120
| Closed | -$1.47M | – | 56 |
|
|
2020
Q1 | $1.47M | Sell |
51,120
-8,282
| -14% | -$238K | 0.29% | 28 |
|
|
2019
Q4 | $3.2M | Sell |
59,402
-290
| -0.5% | -$15.6K | 0.5% | 26 |
|
|
2019
Q3 | $3.01M | Sell |
59,692
-1,459
| -2% | -$73.6K | 0.55% | 25 |
|
|
2019
Q2 | $2.89M | Sell |
61,151
-12,342
| -17% | -$584K | 0.55% | 27 |
|
|
2019
Q1 | $3.55M | Sell |
73,493
-39,184
| -35% | -$1.89M | 0.72% | 28 |
|
|
2018
Q4 | $5.19M | Sell |
112,677
-88,632
| -44% | -$4.08M | 1.13% | 27 |
|
|
2018
Q3 | $10.6M | Buy |
201,309
+24,794
| +14% | +$1.3M | 2.13% | 19 |
|
|
2018
Q2 | $9.79M | Buy |
176,515
+335
| +0.2% | +$18.6K | 2.16% | 18 |
|
|
2018
Q1 | $9.23M | Sell |
176,180
-276
| -0.2% | -$14.5K | 2.16% | 20 |
|
|
2017
Q4 | $10.7M | Sell |
176,456
-810
| -0.5% | -$49.1K | 2.67% | 16 |
|
|
2017
Q3 | $9.78M | Sell |
177,266
-790
| -0.4% | -$43.6K | 2.68% | 15 |
|
|
2017
Q2 | $9.87M | Hold |
178,056
| – | – | 2.85% | 13 |
|
|
2017
Q1 | $9.91M | Sell |
178,056
-100
| -0.1% | -$5.57K | 3.1% | 13 |
|
|
2016
Q4 | $9.82M | Buy |
178,156
+53,812
| +43% | +$2.97M | 3.39% | 11 |
|
|
2016
Q3 | $5.51M | Buy |
124,344
+18,520
| +18% | +$820K | 2.1% | 24 |
|
|
2016
Q2 | $5.01M | Buy |
105,824
+4,575
| +5% | +$217K | 1.95% | 26 |
|
|
2016
Q1 | $4.9M | Buy |
101,249
+8,497
| +9% | +$411K | 1.97% | 25 |
|
|
2015
Q4 | $5.04M | Sell |
92,752
-8,622
| -9% | -$469K | 2.12% | 24 |
|
|
2015
Q3 | $5.21M | Buy |
101,374
+8,112
| +9% | +$417K | 2.12% | 24 |
|
|
2015
Q2 | $5.25M | Sell |
93,262
-8,247
| -8% | -$464K | 2.22% | 25 |
|
|
2015
Q1 | $5.56M | Buy |
101,509
+7,697
| +8% | +$422K | 2.42% | 22 |
|
|
2014
Q4 | $5.14M | Buy |
93,812
+300
| +0.3% | +$16.4K | 2.32% | 21 |
|
|
2014
Q3 | $4.85M | Sell |
93,512
-2,432
| -3% | -$126K | 2.2% | 24 |
|
|
2014
Q2 | $5.04M | Buy |
95,944
+500
| +0.5% | +$26.3K | 2.63% | 18 |
|
|
2014
Q1 | $4.75M | Sell |
95,444
-200
| -0.2% | -$9.95K | 3% | 12 |
|
|
2013
Q4 | $4.34M | Buy |
95,644
+1,200
| +1% | +$54.5K | 2.89% | 13 |
|
|
2013
Q3 | $3.9M | Buy |
94,444
+650
| +0.7% | +$26.9K | 2.81% | 12 |
|
|
2013
Q2 | $3.87M | Buy |
+93,794
| New | +$3.87M | 3.2% | 9 |
|