SFE Investment Counsel’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 | $278K | Buy |
3,467
+68
| +2% | +$5.45K | 0.05% | 125 |
|
|
2025
Q1 | $244K | Hold |
3,399
| – | – | 0.05% | 128 |
|
|
2024
Q4 | $239K | Buy |
+3,399
| New | +$239K | 0.05% | 104 |
|
|
2024
Q3 | – | Sell |
-3,399
| Closed | -$202K | – | 121 |
|
|
2024
Q2 | $202K | Buy |
+3,399
| New | +$202K | 0.04% | 117 |
|
|
2020
Q3 | – | Sell |
-10,968
| Closed | -$281K | – | 112 |
|
|
2020
Q2 | $281K | Sell |
10,968
-10,070
| -48% | -$258K | 0.12% | 93 |
|
|
2020
Q1 | $604K | Sell |
21,038
-3,147
| -13% | -$90.4K | 0.33% | 72 |
|
|
2019
Q4 | $1.3M | Sell |
24,185
-292
| -1% | -$15.7K | 0.53% | 58 |
|
|
2019
Q3 | $1.24M | Sell |
24,477
-2,050
| -8% | -$103K | 0.52% | 57 |
|
|
2019
Q2 | $1.26M | Sell |
26,527
-2,190
| -8% | -$104K | 0.54% | 57 |
|
|
2019
Q1 | $1.39M | Sell |
28,717
-200
| -0.7% | -$9.67K | 0.63% | 49 |
|
|
2018
Q4 | $1.33M | Sell |
28,917
-100
| -0.3% | -$4.61K | 0.68% | 43 |
|
|
2018
Q3 | $1.53M | Sell |
29,017
-2,062
| -7% | -$108K | 0.59% | 51 |
|
|
2018
Q2 | $1.72M | Sell |
31,079
-21,248
| -41% | -$1.18M | 0.71% | 42 |
|
|
2018
Q1 | $2.74M | Sell |
52,327
-19,970
| -28% | -$1.05M | 1.42% | 23 |
|
|
2017
Q4 | $4.39M | Sell |
72,297
-15,590
| -18% | -$946K | 1.77% | 18 |
|
|
2017
Q3 | $4.85M | Sell |
87,887
-34,177
| -28% | -$1.88M | 2.04% | 17 |
|
|
2017
Q2 | $6.76M | Sell |
122,064
-18,630
| -13% | -$1.03M | 2.75% | 8 |
|
|
2017
Q1 | $7.83M | Buy |
140,694
+1,770
| +1% | +$98.5K | 2.87% | 4 |
|
|
2016
Q4 | $7.6M | Buy |
138,924
+36,620
| +36% | +$2M | 2.93% | 3 |
|
|
2016
Q3 | $4.84M | Hold |
102,304
| – | – | 2.32% | 14 |
|
|
2016
Q2 | $4.84M | Buy |
102,304
+2,083
| +2% | +$98.6K | 2.25% | 15 |
|
|
2016
Q1 | $4.85M | Buy |
100,221
+12,331
| +14% | +$596K | 2.24% | 16 |
|
|
2015
Q4 | $4.78M | Sell |
87,890
-46
| -0.1% | -$2.5K | 2.27% | 15 |
|
|
2015
Q3 | $4.52M | Buy |
87,936
+227
| +0.3% | +$11.7K | 2.15% | 18 |
|
|
2015
Q2 | $4.93M | Sell |
87,709
-4,415
| -5% | -$248K | 2.01% | 20 |
|
|
2015
Q1 | $5.01M | Sell |
92,124
-3,511
| -4% | -$191K | 2.03% | 20 |
|
|
2014
Q4 | $5.24M | Sell |
95,635
-875
| -0.9% | -$48K | 2.16% | 18 |
|
|
2014
Q3 | $5.01M | Sell |
96,510
-7,175
| -7% | -$372K | 2.17% | 16 |
|
|
2014
Q2 | $5.45M | Sell |
103,685
-5,650
| -5% | -$297K | 2.22% | 17 |
|
|
2014
Q1 | $5.44M | Sell |
109,335
-5,675
| -5% | -$282K | 2.36% | 16 |
|
|
2013
Q4 | $5.22M | Sell |
115,010
-1,980
| -2% | -$89.9K | 2.27% | 15 |
|
|
2013
Q3 | $4.83M | Sell |
116,990
-3,105
| -3% | -$128K | 2.34% | 15 |
|
|
2013
Q2 | $4.96M | Buy |
+120,095
| New | +$4.96M | 2.56% | 15 |
|