Sawgrass Asset Management’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 | $556K | Buy |
6,940
+447
| +7% | +$35.8K | 0.06% | 120 |
|
|
2025
Q1 | $466K | Buy |
+6,493
| New | +$466K | 0.06% | 125 |
|
|
2023
Q2 | – | Sell |
-8,440
| Closed | -$315K | – | 194 |
|
|
2023
Q1 | $315K | Hold |
8,440
| – | – | 0.04% | 142 |
|
|
2022
Q4 | $348K | Sell |
8,440
-25
| -0.3% | -$1.03K | 0.05% | 133 |
|
|
2022
Q3 | $340K | Sell |
8,465
-230
| -3% | -$9.24K | 0.05% | 130 |
|
|
2022
Q2 | $341K | Buy |
8,695
+545
| +7% | +$21.4K | 0.04% | 133 |
|
|
2022
Q1 | $395K | Buy |
+8,150
| New | +$395K | 0.04% | 136 |
|
|
2021
Q4 | – | Sell |
-8,310
| Closed | -$386K | – | 318 |
|
|
2021
Q3 | $386K | Sell |
8,310
-5,225
| -39% | -$243K | 0.04% | 122 |
|
|
2021
Q2 | $613K | Hold |
13,535
| – | – | 0.05% | 108 |
|
|
2021
Q1 | $529K | Sell |
13,535
-290
| -2% | -$11.3K | 0.04% | 111 |
|
|
2020
Q4 | $417K | Hold |
13,825
| – | – | 0.03% | 116 |
|
|
2020
Q3 | $325K | Hold |
13,825
| – | – | 0.03% | 127 |
|
|
2020
Q2 | $354K | Hold |
13,825
| – | – | 0.03% | 121 |
|
|
2020
Q1 | $397K | Buy |
13,825
+4,650
| +51% | +$134K | 0.04% | 104 |
|
|
2019
Q4 | $494K | Sell |
9,175
-5,650
| -38% | -$304K | 0.04% | 105 |
|
|
2019
Q3 | $748K | Hold |
14,825
| – | – | 0.06% | 91 |
|
|
2019
Q2 | $702K | Sell |
14,825
-27,849
| -65% | -$1.32M | 0.03% | 130 |
|
|
2019
Q1 | $2.06M | Sell |
42,674
-2,033
| -5% | -$98.2K | 0.09% | 75 |
|
|
2018
Q4 | $2.06M | Sell |
44,707
-5,967
| -12% | -$275K | 0.1% | 73 |
|
|
2018
Q3 | $2.66M | Sell |
50,674
-670
| -1% | -$35.2K | 0.11% | 65 |
|
|
2018
Q2 | $2.85M | Buy |
51,344
+100
| +0.2% | +$5.55K | 0.13% | 73 |
|
|
2018
Q1 | $2.69M | Sell |
51,244
-2,415
| -5% | -$127K | 0.13% | 71 |
|
|
2017
Q4 | $3.26M | Sell |
53,659
-950
| -2% | -$57.6K | 0.15% | 56 |
|
|
2017
Q3 | $3.01M | Sell |
54,609
-250
| -0.5% | -$13.8K | 0.15% | 57 |
|
|
2017
Q2 | $3.04M | Sell |
54,859
-1,060
| -2% | -$58.7K | 0.14% | 54 |
|
|
2017
Q1 | $3.11M | Buy |
55,919
+1,740
| +3% | +$96.8K | 0.14% | 53 |
|
|
2016
Q4 | $2.99M | Buy |
54,179
+3,625
| +7% | +$200K | 0.14% | 54 |
|
|
2016
Q3 | $2.24M | Buy |
50,554
+1,275
| +3% | +$56.5K | 0.1% | 61 |
|
|
2016
Q2 | $2.33M | Hold |
49,279
| – | – | 0.11% | 58 |
|
|
2016
Q1 | $2.38M | Buy |
49,279
+4,050
| +9% | +$196K | 0.11% | 58 |
|
|
2015
Q4 | $2.46M | Sell |
45,229
-100
| -0.2% | -$5.44K | 0.12% | 54 |
|
|
2015
Q3 | $2.33M | Hold |
45,329
| – | – | 0.11% | 55 |
|
|
2015
Q2 | $2.55M | Buy |
45,329
+1,275
| +3% | +$71.7K | 0.12% | 50 |
|
|
2015
Q1 | $2.4M | Buy |
44,054
+50
| +0.1% | +$2.72K | 0.11% | 58 |
|
|
2014
Q4 | $2.41M | Sell |
44,004
-150
| -0.3% | -$8.22K | 0.11% | 56 |
|
|
2014
Q3 | $2.29M | Hold |
44,154
| – | – | 0.13% | 52 |
|
|
2014
Q2 | $2.32M | Sell |
44,154
-975
| -2% | -$51.3K | 0.14% | 51 |
|
|
2014
Q1 | $2.25M | Hold |
45,129
| – | – | 0.14% | 50 |
|
|
2013
Q4 | $2.05M | Sell |
45,129
-910
| -2% | -$41.3K | 0.12% | 58 |
|
|
2013
Q3 | $1.9M | Sell |
46,039
-1,755
| -4% | -$72.5K | 0.13% | 58 |
|
|
2013
Q2 | $1.97M | Buy |
+47,794
| New | +$1.97M | 0.14% | 55 |
|