Schaper Benz & Wise 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 | $28.8M | Sell |
358,968
-920
| -0.3% | -$73.7K | 2.21% | 9 |
|
|
2025
Q1 | $25.8M | Sell |
359,888
-1,669
| -0.5% | -$120K | 2.1% | 11 |
|
|
2024
Q4 | $25.4M | Sell |
361,557
-4,770
| -1% | -$335K | 2.04% | 12 |
|
|
2024
Q3 | $20.7M | Buy |
366,327
+8,464
| +2% | +$478K | 1.65% | 19 |
|
|
2024
Q2 | $21.3M | Sell |
357,863
-4,440
| -1% | -$264K | 1.84% | 17 |
|
|
2024
Q1 | $21M | Buy |
362,303
+813
| +0.2% | +$47.1K | 1.75% | 20 |
|
|
2023
Q4 | $17.8M | Buy |
361,490
+329
| +0.1% | +$16.2K | 1.61% | 23 |
|
|
2023
Q3 | $14.8M | Sell |
361,161
-85
| -0% | -$3.47K | 1.46% | 27 |
|
|
2023
Q2 | $15.4M | Sell |
361,246
-283
| -0.1% | -$12.1K | 1.48% | 29 |
|
|
2023
Q1 | $13.5M | Sell |
361,529
-357
| -0.1% | -$13.3K | 1.37% | 31 |
|
|
2022
Q4 | $14.9M | Sell |
361,886
-9,096
| -2% | -$376K | 1.58% | 23 |
|
|
2022
Q3 | $14.9M | Buy |
370,982
+3,329
| +0.9% | +$134K | 1.73% | 19 |
|
|
2022
Q2 | $14.4M | Buy |
367,653
+4,806
| +1% | +$188K | 1.48% | 27 |
|
|
2022
Q1 | $17.6M | Sell |
362,847
-425
| -0.1% | -$20.6K | 1.52% | 26 |
|
|
2021
Q4 | $17.4M | Sell |
363,272
-1,162
| -0.3% | -$55.8K | 1.4% | 28 |
|
|
2021
Q3 | $16.9M | Buy |
364,434
+45
| +0% | +$2.09K | 1.52% | 28 |
|
|
2021
Q2 | $16.5M | Sell |
364,389
-177
| -0% | -$8.02K | 1.49% | 27 |
|
|
2021
Q1 | $14.2M | Buy |
364,566
+3,646
| +1% | +$142K | 1.39% | 32 |
|
|
2020
Q4 | $10.9M | Sell |
360,920
-13,242
| -4% | -$400K | 1.13% | 40 |
|
|
2020
Q3 | $8.8M | Buy |
374,162
+18,381
| +5% | +$432K | 1.02% | 43 |
|
|
2020
Q2 | $9.11M | Buy |
355,781
+20,820
| +6% | +$533K | 1.13% | 41 |
|
|
2020
Q1 | $9.61M | Buy |
334,961
+27,112
| +9% | +$778K | 1.4% | 30 |
|
|
2019
Q4 | $16.6M | Buy |
307,849
+6,025
| +2% | +$324K | 1.94% | 17 |
|
|
2019
Q3 | $15.2M | Buy |
301,824
+27,907
| +10% | +$1.41M | 1.9% | 19 |
|
|
2019
Q2 | $13M | Buy |
273,917
+3,121
| +1% | +$148K | 1.64% | 27 |
|
|
2019
Q1 | $13.1M | Buy |
270,796
+2,210
| +0.8% | +$107K | 1.7% | 24 |
|
|
2018
Q4 | $12.4M | Buy |
268,586
+4,450
| +2% | +$205K | 1.85% | 21 |
|
|
2018
Q3 | $13.9M | Buy |
264,136
+4,715
| +2% | +$248K | 1.86% | 23 |
|
|
2018
Q2 | $14.4M | Buy |
259,421
+9,788
| +4% | +$543K | 2.06% | 14 |
|
|
2018
Q1 | $13.1M | Sell |
249,633
-2,154
| -0.9% | -$113K | 1.94% | 19 |
|
|
2017
Q4 | $15.3M | Sell |
251,787
-376
| -0.1% | -$22.8K | 2.23% | 14 |
|
|
2017
Q3 | $13.9M | Buy |
252,163
+7,386
| +3% | +$407K | 2.16% | 14 |
|
|
2017
Q2 | $13.6M | Buy |
244,777
+3,080
| +1% | +$171K | 2.18% | 13 |
|
|
2017
Q1 | $13.5M | Buy |
241,697
+5,165
| +2% | +$287K | 2.29% | 12 |
|
|
2016
Q4 | $13M | Sell |
236,532
-6,818
| -3% | -$376K | 2.31% | 12 |
|
|
2016
Q3 | $10.8M | Buy |
243,350
+10,565
| +5% | +$468K | 1.89% | 17 |
|
|
2016
Q2 | $11M | Buy |
232,785
+6,280
| +3% | +$297K | 1.98% | 15 |
|
|
2016
Q1 | $11M | Buy |
226,505
+5,615
| +3% | +$272K | 2.06% | 16 |
|
|
2015
Q4 | $12M | Sell |
220,890
-100
| -0% | -$5.44K | 2.36% | 10 |
|
|
2015
Q3 | $11.3M | Buy |
220,990
+340
| +0.2% | +$17.5K | 2.3% | 13 |
|
|
2015
Q2 | $12.4M | Buy |
220,650
+85
| +0% | +$4.78K | 2.44% | 11 |
|
|
2015
Q1 | $12M | Buy |
220,565
+1,500
| +0.7% | +$81.6K | 2.36% | 11 |
|
|
2014
Q4 | $12M | Sell |
219,065
-2,267
| -1% | -$124K | 2.4% | 12 |
|
|
2014
Q3 | $11.5M | Buy |
221,332
+2,630
| +1% | +$136K | 2.41% | 15 |
|
|
2014
Q2 | $11.5M | Buy |
218,702
+4,893
| +2% | +$257K | 2.37% | 15 |
|
|
2014
Q1 | $10.6M | Buy |
213,809
+7,245
| +4% | +$360K | 2.31% | 15 |
|
|
2013
Q4 | $9.38M | Sell |
206,564
-3,305
| -2% | -$150K | 2.09% | 18 |
|
|
2013
Q3 | $8.67M | Buy |
209,869
+2,100
| +1% | +$86.8K | 2.01% | 21 |
|
|
2013
Q2 | $8.58M | Buy |
+207,769
| New | +$8.58M | 2.12% | 20 |
|