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 |
|