Seizert Capital Partners’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 | $67.7M | Buy |
845,382
+6,099
| +0.7% | +$489K | 2.98% | 3 |
|
|
2025
Q1 | $60.3M | Sell |
839,283
-18,195
| -2% | -$1.31M | 2.76% | 6 |
|
|
2024
Q4 | $60.2M | Buy |
857,478
+70,980
| +9% | +$4.99M | 2.72% | 7 |
|
|
2024
Q3 | $44.4M | Buy |
786,498
+20,745
| +3% | +$1.17M | 2.01% | 17 |
|
|
2024
Q2 | $45.5M | Sell |
765,753
-36,058
| -4% | -$2.14M | 2.26% | 13 |
|
|
2024
Q1 | $46.5M | Buy |
801,811
+9,145
| +1% | +$530K | 2.14% | 14 |
|
|
2023
Q4 | $39M | Sell |
792,666
-42,939
| -5% | -$2.11M | 1.98% | 19 |
|
|
2023
Q3 | $34.1M | Buy |
835,605
+13,793
| +2% | +$564K | 1.81% | 22 |
|
|
2023
Q2 | $35.1M | Sell |
821,812
-12,684
| -2% | -$541K | 1.88% | 21 |
|
|
2023
Q1 | $31.2M | Sell |
834,496
-70,841
| -8% | -$2.65M | 1.72% | 23 |
|
|
2022
Q4 | $37.4M | Sell |
905,337
-20,092
| -2% | -$830K | 1.98% | 16 |
|
|
2022
Q3 | $37.2M | Buy |
925,429
+365
| +0% | +$14.7K | 2.1% | 15 |
|
|
2022
Q2 | $36.2M | Buy |
925,064
+53,015
| +6% | +$2.08M | 1.92% | 19 |
|
|
2022
Q1 | $42.3M | Sell |
872,049
-69,720
| -7% | -$3.38M | 1.94% | 19 |
|
|
2021
Q4 | $45.2M | Sell |
941,769
-95,342
| -9% | -$4.57M | 2.02% | 18 |
|
|
2021
Q3 | $48.1M | Buy |
1,037,111
+711,730
| +219% | +$33M | 2.2% | 11 |
|
|
2021
Q2 | $14.7M | Buy |
325,381
+9,489
| +3% | +$430K | 0.7% | 46 |
|
|
2021
Q1 | $12.3M | Sell |
315,892
-106
| -0% | -$4.14K | 0.64% | 50 |
|
|
2020
Q4 | $9.54M | Sell |
315,998
-16,593
| -5% | -$501K | 0.56% | 52 |
|
|
2020
Q3 | $7.82M | Sell |
332,591
-55,042
| -14% | -$1.29M | 0.51% | 51 |
|
|
2020
Q2 | $9.92M | Buy |
387,633
+31,179
| +9% | +$798K | 0.67% | 41 |
|
|
2020
Q1 | $10.2M | Buy |
356,454
+352,722
| +9,451% | +$10.1M | 0.75% | 43 |
|
|
2019
Q4 | $201K | Buy |
+3,732
| New | +$201K | 0.01% | 202 |
|
|
2018
Q4 | – | Sell |
-3,832
| Closed | -$201K | – | 222 |
|
|
2018
Q3 | $201K | Sell |
3,832
-205
| -5% | -$10.8K | 0.01% | 219 |
|
|
2018
Q2 | $212K | Hold |
4,037
| – | – | 0.01% | 216 |
|
|
2018
Q1 | $212K | Hold |
4,037
| – | – | 0.01% | 216 |
|
|
2017
Q4 | $245K | Buy |
+4,037
| New | +$245K | 0.01% | 178 |
|
|
2017
Q2 | – | Sell |
-42,031
| Closed | -$2.34M | – | 215 |
|
|
2017
Q1 | $2.34M | Sell |
42,031
-1,676
| -4% | -$93.3K | 0.08% | 109 |
|
|
2016
Q4 | $2.41M | Sell |
43,707
-994
| -2% | -$54.8K | 0.09% | 113 |
|
|
2016
Q3 | $1.98M | Buy |
44,701
+2,668
| +6% | +$118K | 0.07% | 117 |
|
|
2016
Q2 | $1.99M | Sell |
42,033
-7
| -0% | -$331 | 0.08% | 119 |
|
|
2016
Q1 | $2.03M | Sell |
42,040
-100
| -0.2% | -$4.84K | 0.07% | 127 |
|
|
2015
Q4 | $2.29M | Hold |
42,140
| – | – | 0.07% | 133 |
|
|
2015
Q3 | $2.16M | Sell |
42,140
-150
| -0.4% | -$7.7K | 0.07% | 131 |
|
|
2015
Q2 | $2.38M | Sell |
42,290
-600
| -1% | -$33.7K | 0.06% | 138 |
|
|
2015
Q1 | $2.33M | Sell |
42,890
-800
| -2% | -$43.5K | 0.06% | 137 |
|
|
2014
Q4 | $2.4M | Sell |
43,690
-2,896
| -6% | -$159K | 0.05% | 135 |
|
|
2014
Q3 | $2.42M | Sell |
46,586
-9,930
| -18% | -$515K | 0.05% | 134 |
|
|
2014
Q2 | $2.97M | Sell |
56,516
-2,512
| -4% | -$132K | 0.06% | 130 |
|
|
2014
Q1 | $2.94M | Buy |
59,028
+1,598
| +3% | +$79.5K | 0.07% | 81 |
|
|
2013
Q4 | $2.61M | Sell |
57,430
-710
| -1% | -$32.2K | 0.06% | 76 |
|
|
2013
Q3 | $2.4M | Buy |
58,140
+860
| +2% | +$35.5K | 0.07% | 73 |
|
|
2013
Q2 | $2.36M | Buy |
+57,280
| New | +$2.36M | 0.06% | 72 |
|