Sittner & Nelson’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 | $1.15M | Sell |
14,362
-299
| -2% | -$24K | 0.46% | 42 |
|
|
2025
Q1 | $1.05M | Sell |
14,661
-727
| -5% | -$52.2K | 0.45% | 40 |
|
|
2024
Q4 | $1.08M | Sell |
15,388
-399
| -3% | -$28K | 0.47% | 40 |
|
|
2024
Q3 | $892K | Sell |
15,787
-1,000
| -6% | -$56.5K | 0.4% | 45 |
|
|
2024
Q2 | $997K | Sell |
16,787
-64
| -0.4% | -$3.8K | 0.49% | 40 |
|
|
2024
Q1 | $977K | Sell |
16,851
-270
| -2% | -$15.6K | 0.49% | 40 |
|
|
2023
Q4 | $843K | Sell |
17,121
-1,038
| -6% | -$51.1K | 0.45% | 44 |
|
|
2023
Q3 | $742K | Buy |
18,159
+495
| +3% | +$20.2K | 0.43% | 46 |
|
|
2023
Q2 | $754K | Sell |
17,664
-506
| -3% | -$21.6K | 0.41% | 47 |
|
|
2023
Q1 | $679K | Sell |
18,170
-393
| -2% | -$14.7K | 0.39% | 48 |
|
|
2022
Q4 | $766K | Buy |
18,563
+4,346
| +31% | +$179K | 0.47% | 44 |
|
|
2022
Q3 | $572K | Sell |
14,217
-1,062
| -7% | -$42.7K | 0.38% | 51 |
|
|
2022
Q2 | $598K | Buy |
15,279
+937
| +7% | +$36.7K | 0.39% | 51 |
|
|
2022
Q1 | $695K | Hold |
14,342
| – | – | 0.4% | 47 |
|
|
2021
Q4 | $688K | Hold |
14,342
| – | – | 0.4% | 52 |
|
|
2021
Q3 | $666K | Buy |
14,342
+1,183
| +9% | +$54.9K | 0.43% | 49 |
|
|
2021
Q2 | $596K | Hold |
13,159
| – | – | 0.42% | 47 |
|
|
2021
Q1 | $514K | Sell |
13,159
-414
| -3% | -$16.2K | 0.38% | 51 |
|
|
2020
Q4 | $410K | Buy |
+13,573
| New | +$410K | 0.37% | 54 |
|