Shelton Capital Management’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 | $4.68M | Sell |
58,404
-25,572
| -30% | -$2.05M | 0.11% | 169 |
|
|
2025
Q1 | $6.03M | Sell |
83,976
-44,895
| -35% | -$3.22M | 0.14% | 141 |
|
|
2024
Q4 | $9.05M | Sell |
128,871
-31,859
| -20% | -$2.24M | 0.23% | 109 |
|
|
2024
Q3 | $9.08M | Sell |
160,730
-65,030
| -29% | -$3.67M | 0.23% | 105 |
|
|
2024
Q2 | $13.4M | Sell |
225,760
-111,835
| -33% | -$6.64M | 0.36% | 59 |
|
|
2024
Q1 | $19.6M | Buy |
337,595
+258,382
| +326% | +$15M | 0.56% | 37 |
|
|
2023
Q4 | $3.9M | Sell |
79,213
-15,112
| -16% | -$744K | 0.12% | 177 |
|
|
2023
Q3 | $3.85M | Buy |
94,325
+29,800
| +46% | +$1.22M | 0.14% | 172 |
|
|
2023
Q2 | $2.75M | Sell |
64,525
-30
| -0% | -$1.28K | 0.1% | 200 |
|
|
2023
Q1 | $2.41M | Buy |
64,555
+38,055
| +144% | +$1.42M | 0.1% | 195 |
|
|
2022
Q4 | $1.09M | Sell |
26,500
-75,494
| -74% | -$3.12M | 0.11% | 199 |
|
|
2022
Q3 | $4.1M | Sell |
101,994
-2,857
| -3% | -$115K | 0.2% | 122 |
|
|
2022
Q2 | $4.11M | Buy |
104,851
+6,951
| +7% | +$272K | 0.18% | 126 |
|
|
2022
Q1 | $4.74M | Sell |
97,900
-48,597
| -33% | -$2.35M | 0.18% | 127 |
|
|
2021
Q4 | $7.03M | Buy |
146,497
+33,000
| +29% | +$1.58M | 0.25% | 90 |
|
|
2021
Q3 | $5.27M | Sell |
113,497
-572,815
| -83% | -$26.6M | 0.21% | 106 |
|
|
2021
Q2 | $31.1M | Sell |
686,312
-1,007,814
| -59% | -$45.6M | 1.17% | 12 |
|
|
2021
Q1 | $66.2M | Buy |
1,694,126
+794,679
| +88% | +$31M | 2.3% | 4 |
|
|
2020
Q4 | $27.1M | Buy |
899,447
+56,203
| +7% | +$1.7M | 1.22% | 12 |
|
|
2020
Q3 | $19.8M | Sell |
843,244
-618,141
| -42% | -$14.5M | 0.82% | 15 |
|
|
2020
Q2 | $37.4M | Sell |
1,461,385
-15,000
| -1% | -$384K | 2.06% | 6 |
|
|
2020
Q1 | $42.4M | Buy |
1,476,385
+38,474
| +3% | +$1.1M | 3.07% | 3 |
|
|
2019
Q4 | $77.4M | Sell |
1,437,911
-62,238
| -4% | -$3.35M | 4.28% | 3 |
|
|
2019
Q3 | $75.7M | Sell |
1,500,149
-11,446
| -0.8% | -$577K | 4.47% | 3 |
|
|
2019
Q2 | $71.5M | Buy |
1,511,595
+1,440,740
| +2,033% | +$68.2M | 4.12% | 2 |
|
|
2019
Q1 | $1.47M | Sell |
70,855
-1,416,233
| -95% | -$29.3M | 5.78% | 1 |
|
|
2018
Q4 | $68.5M | Sell |
1,487,088
-16,000
| -1% | -$737K | 4.66% | 2 |
|
|
2018
Q3 | $79M | Sell |
1,503,088
-3,557
| -0.2% | -$187K | 4.51% | 2 |
|
|
2018
Q2 | $83.5M | Buy |
1,506,645
+49,157
| +3% | +$2.73M | 5.2% | 2 |
|
|
2018
Q1 | $76.4M | Sell |
1,457,488
-31,466
| -2% | -$1.65M | 5.01% | 1 |
|
|
2017
Q4 | $90.3M | Sell |
1,488,954
-43,760
| -3% | -$2.65M | 5.8% | 1 |
|
|
2017
Q3 | $84.5M | Buy |
1,532,714
+196
| +0% | +$10.8K | 5.71% | 1 |
|
|
2017
Q2 | $84.9M | Buy |
1,532,518
+4,176
| +0.3% | +$231K | 6% | 1 |
|
|
2017
Q1 | $85.1M | Sell |
1,528,342
-3,659
| -0.2% | -$204K | 5.89% | 1 |
|
|
2016
Q4 | $84.4M | Sell |
1,532,001
-49,961
| -3% | -$2.75M | 6.43% | 1 |
|
|
2016
Q3 | $70M | Buy |
1,581,962
+45,532
| +3% | +$2.02M | 5.85% | 1 |
|
|
2016
Q2 | $72.7M | Buy |
1,536,430
+30,484
| +2% | +$1.44M | 6.41% | 1 |
|
|
2016
Q1 | $72.8M | Buy |
1,505,946
+770,586
| +105% | +$37.3M | 6.59% | 1 |
|
|
2015
Q4 | $40M | Buy |
735,360
+83,959
| +13% | +$4.56M | 3.87% | 2 |
|
|
2015
Q3 | $33.4M | Buy |
651,401
+25,656
| +4% | +$1.32M | 3.68% | 2 |
|
|
2015
Q2 | $35.2M | Buy |
625,745
+444,604
| +245% | +$25M | 3.64% | 2 |
|
|
2015
Q1 | $9.85M | Sell |
181,141
-6,585
| -4% | -$358K | 1.06% | 13 |
|
|
2014
Q4 | $10.3M | Buy |
187,726
+54,882
| +41% | +$3.01M | 1.2% | 10 |
|
|
2014
Q3 | $6.89M | Sell |
132,844
-790
| -0.6% | -$41K | 0.93% | 14 |
|
|
2014
Q2 | $7.02M | Buy |
133,634
+9,600
| +8% | +$505K | 0.98% | 12 |
|
|
2014
Q1 | $6.17M | Sell |
124,034
-1,200
| -1% | -$59.7K | 0.9% | 13 |
|
|
2013
Q4 | $5.69M | Sell |
125,234
-3,832
| -3% | -$174K | 0.86% | 16 |
|
|
2013
Q3 | $5.33M | Buy |
129,066
+1,132
| +0.9% | +$46.8K | 0.89% | 15 |
|
|
2013
Q2 | $5.28M | Buy |
+127,934
| New | +$5.28M | 0.96% | 15 |
|