Sawyer & Company’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 | $1.23M | Sell |
15,317
-689
| -4% | -$55.2K | 0.46% | 58 |
|
|
2025
Q1 | $1.15M | Sell |
16,006
-850
| -5% | -$61K | 0.46% | 58 |
|
|
2024
Q4 | $1.18M | Sell |
16,856
-1,584
| -9% | -$111K | 0.44% | 60 |
|
|
2024
Q3 | $1.04M | Hold |
18,440
| – | – | 0.39% | 65 |
|
|
2024
Q2 | $1.1M | Sell |
18,440
-3,335
| -15% | -$198K | 0.44% | 61 |
|
|
2024
Q1 | $1.26M | Sell |
21,775
-335
| -2% | -$19.4K | 0.5% | 58 |
|
|
2023
Q4 | $1.09M | Sell |
22,110
-1,796
| -8% | -$88.4K | 0.48% | 63 |
|
|
2023
Q3 | $977K | Buy |
23,906
+51
| +0.2% | +$2.08K | 0.46% | 62 |
|
|
2023
Q2 | $1.02M | Sell |
23,855
-110
| -0.5% | -$4.69K | 0.47% | 64 |
|
|
2023
Q1 | $926K | Sell |
23,965
-160
| -0.7% | -$6.18K | 0.5% | 62 |
|
|
2022
Q4 | $996K | Sell |
24,125
-575
| -2% | -$23.7K | 0.49% | 61 |
|
|
2022
Q3 | $993K | Hold |
24,700
| – | – | 0.54% | 60 |
|
|
2022
Q2 | $967K | Hold |
24,700
| – | – | 0.49% | 66 |
|
|
2022
Q1 | $1.2M | Sell |
24,700
-4,125
| -14% | -$200K | 0.54% | 60 |
|
|
2021
Q4 | $1.38M | Sell |
28,825
-2,615
| -8% | -$125K | 0.6% | 57 |
|
|
2021
Q3 | $1.46M | Sell |
31,440
-810
| -3% | -$37.6K | 0.69% | 50 |
|
|
2021
Q2 | $1.46M | Sell |
32,250
-280
| -0.9% | -$12.7K | 0.68% | 52 |
|
|
2021
Q1 | $1.27M | Sell |
32,530
-175
| -0.5% | -$6.84K | 0.63% | 52 |
|
|
2020
Q4 | $987K | Sell |
32,705
-3,215
| -9% | -$97K | 0.5% | 62 |
|
|
2020
Q3 | $844K | Sell |
35,920
-2,300
| -6% | -$54K | 0.5% | 61 |
|
|
2020
Q2 | $978K | Sell |
38,220
-650
| -2% | -$16.6K | 0.61% | 53 |
|
|
2020
Q1 | $1.12M | Sell |
38,870
-2,895
| -7% | -$83.1K | 0.89% | 38 |
|
|
2019
Q4 | $2.25M | Sell |
41,765
-630
| -1% | -$33.9K | 1.45% | 19 |
|
|
2019
Q3 | $2.14M | Sell |
42,395
-1,042
| -2% | -$52.5K | 1.52% | 17 |
|
|
2019
Q2 | $2.06M | Sell |
43,437
-1,920
| -4% | -$90.8K | 1.38% | 22 |
|
|
2019
Q1 | $2.19M | Sell |
45,357
-125
| -0.3% | -$6.04K | 1.43% | 19 |
|
|
2018
Q4 | $2.1M | Sell |
45,482
-200
| -0.4% | -$9.22K | 1.54% | 19 |
|
|
2018
Q3 | $2.4M | Buy |
45,682
+185
| +0.4% | +$9.72K | 1.46% | 18 |
|
|
2018
Q2 | $2.52M | Sell |
45,497
-2,115
| -4% | -$117K | 1.65% | 15 |
|
|
2018
Q1 | $2.5M | Buy |
47,612
+700
| +1% | +$36.7K | 1.69% | 16 |
|
|
2017
Q4 | $2.85M | Buy |
+46,912
| New | +$2.85M | 1.87% | 14 |
|