Schwarz Dygos Wheeler Investment Advisors’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 | $3.29M | Buy |
41,121
+1,250
| +3% | +$100K | 0.75% | 33 |
|
|
2025
Q1 | $2.86M | Buy |
39,871
+797
| +2% | +$57.2K | 0.68% | 32 |
|
|
2024
Q4 | $2.74M | Sell |
39,074
-1,756
| -4% | -$123K | 0.67% | 32 |
|
|
2024
Q3 | $2.31M | Hold |
40,830
| – | – | 0.58% | 40 |
|
|
2024
Q2 | $2.42M | Buy |
40,830
+930
| +2% | +$55.2K | 0.65% | 33 |
|
|
2024
Q1 | $2.31M | Sell |
39,900
-504
| -1% | -$29.2K | 0.65% | 37 |
|
|
2023
Q4 | $1.99M | Sell |
40,404
-7,447
| -16% | -$367K | 0.61% | 39 |
|
|
2023
Q3 | $1.96M | Sell |
47,851
-300
| -0.6% | -$12.3K | 0.66% | 37 |
|
|
2023
Q2 | $2.06M | Buy |
48,151
+279
| +0.6% | +$11.9K | 0.68% | 36 |
|
|
2023
Q1 | $1.79M | Buy |
47,872
+617
| +1% | +$23.1K | 0.65% | 37 |
|
|
2022
Q4 | $1.95M | Sell |
47,255
-165
| -0.3% | -$6.81K | 0.77% | 36 |
|
|
2022
Q3 | $1.91M | Buy |
47,420
+146
| +0.3% | +$5.87K | 0.85% | 33 |
|
|
2022
Q2 | $1.85M | Buy |
47,274
+611
| +1% | +$23.9K | 0.74% | 35 |
|
|
2022
Q1 | $2.26M | Sell |
46,663
-595
| -1% | -$28.8K | 0.76% | 38 |
|
|
2021
Q4 | $2.27M | Sell |
47,258
-7,238
| -13% | -$347K | 0.77% | 37 |
|
|
2021
Q3 | $2.53M | Sell |
54,496
-564
| -1% | -$26.2K | 0.92% | 31 |
|
|
2021
Q2 | $2.49M | Sell |
55,060
-1,771
| -3% | -$80.2K | 0.91% | 32 |
|
|
2021
Q1 | $2.22M | Buy |
56,831
+427
| +0.8% | +$16.7K | 0.92% | 32 |
|
|
2020
Q4 | $1.7M | Buy |
56,404
+20,108
| +55% | +$607K | 0.82% | 33 |
|
|
2020
Q3 | $853K | Buy |
36,296
+401
| +1% | +$9.42K | 0.48% | 40 |
|
|
2020
Q2 | $912K | Buy |
35,895
+3,797
| +12% | +$96.5K | 0.6% | 37 |
|
|
2020
Q1 | $921K | Buy |
32,098
+976
| +3% | +$28K | 0.78% | 33 |
|
|
2019
Q4 | $1.67M | Sell |
31,122
-632
| -2% | -$34K | 1.15% | 22 |
|
|
2019
Q3 | $1.6M | Sell |
31,754
-903
| -3% | -$45.6K | 1.27% | 21 |
|
|
2019
Q2 | $1.55M | Buy |
32,657
+2,397
| +8% | +$113K | 1.27% | 22 |
|
|
2019
Q1 | $1.46M | Buy |
30,260
+483
| +2% | +$23.3K | 1.26% | 23 |
|
|
2018
Q4 | $1.37M | Buy |
+29,777
| New | +$1.37M | 1.48% | 18 |
|