Schulhoff & Co’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
$505K Sell
6,306
-498
-7% -$39.9K 0.22% 82
2025
Q1
$488K Sell
6,804
-173
-2% -$12.4K 0.22% 82
2024
Q4
$490K Buy
6,977
+2
+0% +$140 0.18% 79
2024
Q3
$394K Buy
6,975
+1
+0% +$56 0.16% 91
2024
Q2
$414K Buy
6,974
+2
+0% +$119 0.19% 83
2024
Q1
$404K Sell
6,972
-298
-4% -$17.3K 0.18% 82
2023
Q4
$358K Hold
7,270
0.17% 88
2023
Q3
$297K Buy
7,270
+5
+0.1% +$204 0.15% 93
2023
Q2
$310K Sell
7,265
-1,269
-15% -$54.2K 0.14% 88
2023
Q1
$319K Buy
8,534
+2
+0% +$75 0.15% 89
2022
Q4
$352K Buy
8,532
+2
+0% +$83 0.16% 88
2022
Q3
$343K Buy
8,530
+2
+0% +$80 0.18% 85
2022
Q2
$334K Sell
8,528
-60
-0.7% -$2.35K 0.16% 86
2022
Q1
$416K Buy
8,588
+2
+0% +$97 0.18% 79
2021
Q4
$411K Hold
8,586
0.17% 81
2021
Q3
$398K Buy
8,586
+2
+0% +$93 0.18% 80
2021
Q2
$388K Hold
8,584
0.17% 83
2021
Q1
$335K Sell
8,584
-299
-3% -$11.7K 0.15% 88
2020
Q4
$268K Sell
8,883
-742
-8% -$22.4K 0.13% 91
2020
Q3
$226K Sell
9,625
-845
-8% -$19.8K 0.12% 96
2020
Q2
$268K Sell
10,470
-437
-4% -$11.2K 0.16% 85
2020
Q1
$313K Buy
10,907
+1,498
+16% +$43K 0.2% 77
2019
Q4
$506K Buy
9,409
+1,322
+16% +$71.1K 0.24% 72
2019
Q3
$407K Buy
8,087
+703
+10% +$35.4K 0.2% 77
2019
Q2
$349K Buy
7,384
+2
+0% +$95 0.18% 78
2019
Q1
$356K Buy
7,382
+2,002
+37% +$96.5K 0.19% 77
2018
Q4
$247K Sell
5,380
-148
-3% -$6.8K 0.15% 85
2018
Q3
$290K Buy
5,528
+302
+6% +$15.8K 0.16% 87
2018
Q2
$289K Buy
5,226
+1
+0% +$55 0.17% 84
2018
Q1
$273K Buy
5,225
+2
+0% +$104 0.16% 88
2017
Q4
$316K Buy
5,223
+2
+0% +$121 0.18% 83
2017
Q3
$287K Buy
5,221
+1
+0% +$55 0.17% 86
2017
Q2
$289K Buy
5,220
+2
+0% +$111 0.18% 87
2017
Q1
$290K Buy
5,218
+1,346
+35% +$74.8K 0.18% 86
2016
Q4
$213K Buy
+3,872
New +$213K 0.13% 102