Simon Quick Advisors’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 | $1.62M | Buy |
20,246
+1,761
| +10% | +$141K | 0.07% | 174 |
|
|
2025
Q1 | $1.33M | Buy |
18,485
+4,720
| +34% | +$339K | 0.08% | 126 |
|
|
2024
Q4 | $967K | Buy |
13,765
+2,138
| +18% | +$150K | 0.06% | 157 |
|
|
2024
Q3 | $657K | Buy |
11,627
+1,693
| +17% | +$95.6K | 0.04% | 203 |
|
|
2024
Q2 | $590K | Buy |
9,934
+1,760
| +22% | +$105K | 0.04% | 194 |
|
|
2024
Q1 | $474K | Buy |
8,174
+1,961
| +32% | +$114K | 0.04% | 212 |
|
|
2023
Q4 | $306K | Sell |
6,213
-2,618
| -30% | -$129K | 0.03% | 237 |
|
|
2023
Q3 | $361K | Buy |
8,831
+1,456
| +20% | +$59.5K | 0.03% | 206 |
|
|
2023
Q2 | $315K | Buy |
7,375
+980
| +15% | +$41.8K | 0.03% | 199 |
|
|
2023
Q1 | $239K | Buy |
+6,395
| New | +$239K | 0.03% | 242 |
|
|
2022
Q2 | – | Sell |
-4,638
| Closed | -$225K | – | 396 |
|
|
2022
Q1 | $225K | Buy |
4,638
+1,933
| +71% | +$93.8K | 0.06% | 100 |
|
|
2021
Q4 | $130K | Sell |
2,705
-16,732
| -86% | -$804K | 0.03% | 138 |
|
|
2021
Q3 | $902K | Buy |
19,437
+16,702
| +611% | +$775K | 0.23% | 50 |
|
|
2021
Q2 | $123K | Sell |
2,735
-559
| -17% | -$25.1K | 0.03% | 135 |
|
|
2021
Q1 | $128K | Buy |
3,294
+352
| +12% | +$13.7K | 0.04% | 127 |
|
|
2020
Q4 | $89K | Buy |
2,942
+2
| +0.1% | +$61 | 0.03% | 152 |
|
|
2020
Q3 | $69K | Buy |
2,940
+2
| +0.1% | +$47 | 0.02% | 163 |
|
|
2020
Q2 | $75K | Sell |
2,938
-793
| -21% | -$20.2K | 0.03% | 157 |
|
|
2020
Q1 | $107K | Sell |
3,731
-1,706
| -31% | -$48.9K | 0.04% | 118 |
|
|
2019
Q4 | $293K | Buy |
5,437
+1,600
| +42% | +$86.2K | 0.11% | 75 |
|
|
2019
Q3 | $194K | Buy |
3,837
+1,036
| +37% | +$52.4K | 0.09% | 77 |
|
|
2019
Q2 | $133K | Buy |
2,801
+76
| +3% | +$3.6K | 0.07% | 77 |
|
|
2019
Q1 | $132K | Sell |
2,725
-629
| -19% | -$30.5K | 0.06% | 96 |
|
|
2018
Q4 | $155K | Buy |
3,354
+249
| +8% | +$11.5K | 0.06% | 83 |
|
|
2018
Q3 | $163K | Hold |
3,105
| – | – | 0.07% | 78 |
|
|
2018
Q2 | $172K | Sell |
3,105
-567
| -15% | -$31.4K | 0.07% | 79 |
|
|
2018
Q1 | $192K | Sell |
3,672
-6,361
| -63% | -$333K | 0.08% | 85 |
|
|
2017
Q4 | $660K | Sell |
10,033
-10,765
| -52% | -$708K | 0.29% | 44 |
|
|
2017
Q3 | $1.15M | Buy |
20,798
+11,885
| +133% | +$655K | 0.42% | 39 |
|
|
2017
Q2 | $494K | Sell |
8,913
-6,190
| -41% | -$343K | 0.28% | 38 |
|
|
2017
Q1 | $841K | Buy |
15,103
+75
| +0.5% | +$4.18K | 0.5% | 33 |
|
|
2016
Q4 | $828K | Buy |
+15,028
| New | +$828K | 0.62% | 27 |
|