SBCM
Schwerin Boyle Capital Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.1M | Sell |
749,842
-55,535
| -7% | -$4.45M | 6.7% | 3 |
|
|
2025
Q1 | $57.8M | Sell |
805,377
-27,836
| -3% | -$2M | 5.96% | 3 |
|
|
2024
Q4 | $58.5M | Buy |
833,213
+1,325
| +0.2% | +$93.1K | 6% | 3 |
|
|
2024
Q3 | $47M | Sell |
831,888
-44,996
| -5% | -$2.54M | 4.92% | 4 |
|
|
2024
Q2 | $52.1M | Sell |
876,884
-1,950
| -0.2% | -$116K | 5.46% | 4 |
|
|
2024
Q1 | $50.9M | Sell |
878,834
-4,600
| -0.5% | -$267K | 5.07% | 4 |
|
|
2023
Q4 | $43.5M | Sell |
883,434
-55,850
| -6% | -$2.75M | 4.86% | 5 |
|
|
2023
Q3 | $38.4M | Sell |
939,284
-219,875
| -19% | -$8.98M | 4.51% | 5 |
|
|
2023
Q2 | $49.5M | Sell |
1,159,159
-6,023
| -0.5% | -$257K | 4.67% | 5 |
|
|
2023
Q1 | $43.6M | Sell |
1,165,182
-165,866
| -12% | -$6.2M | 4.47% | 6 |
|
|
2022
Q4 | $55M | Sell |
1,331,048
-9,323
| -0.7% | -$385K | 5.54% | 4 |
|
|
2022
Q3 | $53.9M | Sell |
1,340,371
-2,100
| -0.2% | -$84.5K | 5.87% | 3 |
|
|
2022
Q2 | $52.6M | Buy |
1,342,471
+304
| +0% | +$11.9K | 5.37% | 4 |
|
|
2022
Q1 | $65M | Sell |
1,342,167
-9,382
| -0.7% | -$455K | 5.42% | 5 |
|
|
2021
Q4 | $64.8M | Sell |
1,351,549
-127,444
| -9% | -$6.11M | 5.27% | 5 |
|
|
2021
Q3 | $68.6M | Buy |
1,478,993
+800
| +0.1% | +$37.1K | 5.78% | 4 |
|
|
2021
Q2 | $66.9M | Sell |
1,478,193
-7,815
| -0.5% | -$354K | 5.52% | 4 |
|
|
2021
Q1 | $58.1M | Sell |
1,486,008
-270,270
| -15% | -$10.6M | 5.16% | 6 |
|
|
2020
Q4 | $53M | Buy |
1,756,278
+459,500
| +35% | +$13.9M | 4.94% | 5 |
|
|
2020
Q3 | $30.5M | Sell |
1,296,778
-17,149
| -1% | -$403K | 3.5% | 10 |
|
|
2020
Q2 | $33.6M | Sell |
1,313,927
-59,785
| -4% | -$1.53M | 4.23% | 9 |
|
|
2020
Q1 | $39.4M | Buy |
1,373,712
+36,793
| +3% | +$1.06M | 5.5% | 4 |
|
|
2019
Q4 | $71.9M | Buy |
1,336,919
+350
| +0% | +$18.8K | 6.88% | 2 |
|
|
2019
Q3 | $67.4M | Buy |
1,336,569
+26,496
| +2% | +$1.34M | 6.95% | 2 |
|
|
2019
Q2 | $62M | Buy |
1,310,073
+359,694
| +38% | +$17M | 6.48% | 2 |
|
|
2019
Q1 | $45.9M | Buy |
950,379
+29,450
| +3% | +$1.42M | 5.04% | 5 |
|
|
2018
Q4 | $42.4M | Buy |
920,929
+237,451
| +35% | +$10.9M | 5.33% | 4 |
|
|
2018
Q3 | $35.9M | Sell |
683,478
-1,300
| -0.2% | -$68.3K | 3.82% | 8 |
|
|
2018
Q2 | $38M | Buy |
684,778
+375
| +0.1% | +$20.8K | 4.16% | 7 |
|
|
2018
Q1 | $35.9M | Sell |
684,403
-2,066
| -0.3% | -$108K | 3.94% | 6 |
|
|
2017
Q4 | $41.6M | Sell |
686,469
-1,099
| -0.2% | -$66.7K | 4.54% | 5 |
|
|
2017
Q3 | $37.9M | Sell |
687,568
-26,350
| -4% | -$1.45M | 4.27% | 5 |
|
|
2017
Q2 | $39.6M | Buy |
713,918
+3,950
| +0.6% | +$219K | 4.65% | 3 |
|
|
2017
Q1 | $39.5M | Sell |
709,968
-2,593
| -0.4% | -$144K | 4.84% | 2 |
|
|
2016
Q4 | $39.3M | Sell |
712,561
-900
| -0.1% | -$49.6K | 4.86% | 2 |
|
|
2016
Q3 | $31.6M | Sell |
713,461
-1,920
| -0.3% | -$85K | 4.38% | 4 |
|
|
2016
Q2 | $33.9M | Sell |
715,381
-7,775
| -1% | -$368K | 4.86% | 3 |
|
|
2016
Q1 | $35M | Sell |
723,156
-4,243
| -0.6% | -$205K | 4.91% | 3 |
|
|
2015
Q4 | $39.5M | Sell |
727,399
-600
| -0.1% | -$32.6K | 5.49% | 3 |
|
|
2015
Q3 | $37.4M | Sell |
727,999
-1,500
| -0.2% | -$77K | 5.37% | 3 |
|
|
2015
Q2 | $41M | Sell |
729,499
-2,881
| -0.4% | -$162K | 5.38% | 3 |
|
|
2015
Q1 | $39.8M | Sell |
732,380
-852
| -0.1% | -$46.3K | 5.59% | 3 |
|
|
2014
Q4 | $40.2M | Sell |
733,232
-40,040
| -5% | -$2.2M | 5.45% | 4 |
|
|
2014
Q3 | $40.1M | Buy |
773,272
+1,500
| +0.2% | +$77.8K | 5.6% | 3 |
|
|
2014
Q2 | $40.6M | Sell |
771,772
-4,850
| -0.6% | -$255K | 5.85% | 3 |
|
|
2014
Q1 | $38.6M | Buy |
776,622
+9,753
| +1% | +$485K | 5.51% | 3 |
|
|
2013
Q4 | $34.8M | Sell |
766,869
-5,983
| -0.8% | -$272K | 4.89% | 4 |
|
|
2013
Q3 | $31.9M | Sell |
772,852
-772
| -0.1% | -$31.9K | 4.85% | 4 |
|
|
2013
Q2 | $31.9M | Buy |
+773,624
| New | +$31.9M | 5.13% | 4 |
|