SCM
Schnieders Capital Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93M | Buy |
36,627
+5,408
| +17% | +$433K | 0.52% | 46 |
|
|
2025
Q1 | $2.24M | Sell |
31,219
-2,410
| -7% | -$173K | 0.48% | 41 |
|
|
2024
Q4 | $2.36M | Sell |
33,629
-925
| -3% | -$65K | 0.47% | 42 |
|
|
2024
Q3 | $1.95M | Sell |
34,554
-3,400
| -9% | -$192K | 0.37% | 50 |
|
|
2024
Q2 | $2.25M | Sell |
37,954
-600
| -2% | -$35.6K | 0.46% | 43 |
|
|
2024
Q1 | $2.23M | Sell |
38,554
-2,530
| -6% | -$147K | 0.46% | 45 |
|
|
2023
Q4 | $2.02M | Sell |
41,084
-27,445
| -40% | -$1.35M | 0.45% | 50 |
|
|
2023
Q3 | $2.8M | Sell |
68,529
-3,800
| -5% | -$155K | 0.63% | 44 |
|
|
2023
Q2 | $3.09M | Sell |
72,329
-6,561
| -8% | -$280K | 0.64% | 40 |
|
|
2023
Q1 | $2.95M | Buy |
78,890
+5,625
| +8% | +$210K | 0.66% | 42 |
|
|
2022
Q4 | $3.03M | Buy |
73,265
+21,002
| +40% | +$867K | 0.69% | 44 |
|
|
2022
Q3 | $2.1M | Buy |
52,263
+21,925
| +72% | +$882K | 0.56% | 48 |
|
|
2022
Q2 | $1.19M | Sell |
30,338
-27,020
| -47% | -$1.06M | 0.35% | 67 |
|
|
2022
Q1 | $2.78M | Buy |
57,358
+3,984
| +7% | +$193K | 0.66% | 40 |
|
|
2021
Q4 | $2.56M | Buy |
53,374
+4,532
| +9% | +$217K | 0.6% | 46 |
|
|
2021
Q3 | $2.27M | Buy |
48,842
+3,600
| +8% | +$167K | 0.61% | 43 |
|
|
2021
Q2 | $2.05M | Buy |
45,242
+6,050
| +15% | +$274K | 0.56% | 45 |
|
|
2021
Q1 | $1.53M | Buy |
39,192
+18,875
| +93% | +$737K | 0.46% | 54 |
|
|
2020
Q4 | $613K | Sell |
20,317
-3,927
| -16% | -$118K | 0.2% | 84 |
|
|
2020
Q3 | $570K | Sell |
24,244
-59,209
| -71% | -$1.39M | 0.21% | 81 |
|
|
2020
Q2 | $2.14M | Sell |
83,453
-4,932
| -6% | -$126K | 0.85% | 33 |
|
|
2020
Q1 | $2.54M | Sell |
88,385
-6,749
| -7% | -$194K | 1.22% | 28 |
|
|
2019
Q4 | $5.12M | Sell |
95,134
-225
| -0.2% | -$12.1K | 1.86% | 13 |
|
|
2019
Q3 | $4.81M | Buy |
95,359
+1,650
| +2% | +$83.2K | 1.94% | 15 |
|
|
2019
Q2 | $4.43M | Sell |
93,709
-1,531
| -2% | -$72.4K | 1.74% | 15 |
|
|
2019
Q1 | $4.6M | Sell |
95,240
-98
| -0.1% | -$4.74K | 1.97% | 12 |
|
|
2018
Q4 | $4.39M | Sell |
95,338
-5,688
| -6% | -$262K | 2.16% | 11 |
|
|
2018
Q3 | $5.31M | Buy |
101,026
+675
| +0.7% | +$35.5K | 2.18% | 8 |
|
|
2018
Q2 | $5.56M | Sell |
100,351
-87
| -0.1% | -$4.82K | 2.35% | 8 |
|
|
2018
Q1 | $5.26M | Sell |
100,438
-14,788
| -13% | -$775K | 2.27% | 8 |
|
|
2017
Q4 | $6.99M | Buy |
115,226
+2,216
| +2% | +$134K | 2.89% | 4 |
|
|
2017
Q3 | $6.23M | Sell |
113,010
-517
| -0.5% | -$28.5K | 2.72% | 4 |
|
|
2017
Q2 | $6.29M | Buy |
113,527
+2,111
| +2% | +$117K | 2.92% | 3 |
|
|
2017
Q1 | $6.2M | Buy |
111,416
+5,264
| +5% | +$293K | 2.97% | 4 |
|
|
2016
Q4 | $5.85M | Buy |
106,152
+6,685
| +7% | +$368K | 3.01% | 3 |
|
|
2016
Q3 | $4.4M | Sell |
99,467
-16,594
| -14% | -$735K | 2.47% | 4 |
|
|
2016
Q2 | $5.49M | Sell |
116,061
-2,351
| -2% | -$111K | 3.06% | 3 |
|
|
2016
Q1 | $5.73M | Buy |
118,412
+65
| +0.1% | +$3.14K | 3.38% | 3 |
|
|
2015
Q4 | $6.43M | Buy |
118,347
+850
| +0.7% | +$46.2K | 3.95% | 1 |
|
|
2015
Q3 | $6.03M | Sell |
117,497
-1,187
| -1% | -$60.9K | 4.17% | 1 |
|
|
2015
Q2 | $6.68M | Buy |
118,684
+9,440
| +9% | +$531K | 3.92% | 1 |
|
|
2015
Q1 | $5.94M | Buy |
109,244
+8,449
| +8% | +$460K | 3.6% | 1 |
|
|
2014
Q4 | $5.53M | Buy |
100,795
+6,245
| +7% | +$342K | 3.65% | 1 |
|
|
2014
Q3 | $4.9M | Sell |
94,550
-550
| -0.6% | -$28.5K | 3.63% | 2 |
|
|
2014
Q2 | $5M | Buy |
95,100
+12,375
| +15% | +$650K | 3.53% | 2 |
|
|
2014
Q1 | $4.12M | Buy |
82,725
+5,950
| +8% | +$296K | 3.82% | 1 |
|
|
2013
Q4 | $3.49M | Buy |
+76,775
| New | +$3.49M | 3.42% | 4 |
|