SFM
Signet Financial Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.57M | Sell |
57,100
-23
| -0% | -$1.84K | 0.57% | 53 |
|
|
2025
Q1 | $4.1M | Buy |
57,123
+207
| +0.4% | +$14.9K | 0.55% | 54 |
|
|
2024
Q4 | $4M | Buy |
56,916
+230
| +0.4% | +$16.2K | 0.51% | 61 |
|
|
2024
Q3 | $3.2M | Buy |
56,686
+169
| +0.3% | +$9.55K | 0.41% | 80 |
|
|
2024
Q2 | $3.36M | Sell |
56,517
-166
| -0.3% | -$9.86K | 0.45% | 72 |
|
|
2024
Q1 | $3.29M | Buy |
56,683
+845
| +2% | +$49K | 0.45% | 74 |
|
|
2023
Q4 | $2.75M | Sell |
55,838
-15
| -0% | -$738 | 0.41% | 79 |
|
|
2023
Q3 | $2.28M | Sell |
55,853
-857
| -2% | -$35K | 0.38% | 87 |
|
|
2023
Q2 | $2.42M | Buy |
+56,710
| New | +$2.42M | 0.38% | 86 |
|
|
2022
Q1 | – | Sell |
-1,781
| Closed | -$85K | – | 1327 |
|
|
2021
Q4 | $85K | Buy |
+1,781
| New | +$85K | 0.01% | 351 |
|
|
2020
Q2 | – | Sell |
-24,490
| Closed | -$589K | – | 239 |
|
|
2020
Q1 | $589K | Sell |
24,490
-1,500
| -6% | -$36.1K | 0.14% | 137 |
|
|
2019
Q4 | $1.4M | Buy |
25,990
+2,000
| +8% | +$108K | 0.26% | 101 |
|
|
2019
Q3 | $1.3M | Sell |
23,990
-400
| -2% | -$21.6K | 0.25% | 102 |
|
|
2019
Q2 | $1.2M | Hold |
24,390
| – | – | 0.24% | 103 |
|
|
2019
Q1 | $1.18M | Sell |
24,390
-504
| -2% | -$24.3K | 0.23% | 110 |
|
|
2018
Q4 | $1.15M | Sell |
24,894
-1,135
| -4% | -$52.3K | 0.25% | 110 |
|
|
2018
Q3 | $1.37M | Sell |
26,029
-504
| -2% | -$26.5K | 0.24% | 104 |
|
|
2018
Q2 | $1.47M | Sell |
26,533
-132
| -0.5% | -$7.32K | 0.26% | 98 |
|
|
2018
Q1 | $1.4M | Hold |
26,665
| – | – | 0.25% | 100 |
|
|
2017
Q4 | $1.62M | Buy |
26,665
+4
| +0% | +$243 | 0.3% | 86 |
|
|
2017
Q3 | $1.47M | Buy |
26,661
+139
| +0.5% | +$7.66K | 0.29% | 90 |
|
|
2017
Q2 | $1.47M | Sell |
26,522
-414
| -2% | -$22.9K | 0.31% | 85 |
|
|
2017
Q1 | $1.5M | Buy |
26,936
+21,924
| +437% | +$1.22M | 0.33% | 85 |
|
|
2016
Q4 | $276K | Sell |
5,012
-3,317
| -40% | -$183K | 0.07% | 147 |
|
|
2016
Q3 | $369K | Sell |
8,329
-81,830
| -91% | -$3.63M | 0.09% | 127 |
|
|
2016
Q2 | $4.27M | Sell |
90,159
-2,415
| -3% | -$114K | 0.99% | 47 |
|
|
2016
Q1 | $4.48M | Sell |
92,574
-3,650
| -4% | -$177K | 0.94% | 49 |
|
|
2015
Q4 | $5.23M | Buy |
96,224
+72,791
| +311% | +$3.96M | 1.07% | 41 |
|
|
2015
Q3 | $1.2M | Buy |
23,433
+3,346
| +17% | +$172K | 0.27% | 71 |
|
|
2015
Q2 | $1.13M | Buy |
20,087
+651
| +3% | +$36.6K | 0.26% | 72 |
|
|
2015
Q1 | $1.06M | Buy |
19,436
+1,830
| +10% | +$99.5K | 0.29% | 75 |
|
|
2014
Q4 | $965K | Buy |
+17,606
| New | +$965K | 0.35% | 67 |
|