SCM
SKBA Capital Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Buy |
170,450
+33,900
| +25% | +$2.72M | 1.96% | 19 |
|
|
2025
Q1 | $9.8M | Sell |
136,550
-500
| -0.4% | -$35.9K | 1.46% | 35 |
|
|
2024
Q4 | $9.63M | Sell |
137,050
-29,400
| -18% | -$2.07M | 1.52% | 30 |
|
|
2024
Q3 | $9.4M | Sell |
166,450
-51,900
| -24% | -$2.93M | 1.4% | 38 |
|
|
2024
Q2 | $13M | Sell |
218,350
-4,800
| -2% | -$285K | 2.08% | 15 |
|
|
2024
Q1 | $12.9M | Hold |
223,150
| – | – | 2.02% | 19 |
|
|
2023
Q4 | $11M | Sell |
223,150
-3,200
| -1% | -$158K | 1.85% | 21 |
|
|
2023
Q3 | $9.25M | Buy |
226,350
+1,200
| +0.5% | +$49K | 1.71% | 29 |
|
|
2023
Q2 | $9.61M | Hold |
225,150
| – | – | 1.73% | 29 |
|
|
2023
Q1 | $8.42M | Sell |
225,150
-2,500
| -1% | -$93.5K | 1.57% | 33 |
|
|
2022
Q4 | $9.4M | Sell |
227,650
-50
| -0% | -$2.07K | 1.74% | 29 |
|
|
2022
Q3 | $9.16M | Sell |
227,700
-900
| -0.4% | -$36.2K | 1.94% | 23 |
|
|
2022
Q2 | $8.95M | Buy |
228,600
+78,800
| +53% | +$3.09M | 1.79% | 28 |
|
|
2022
Q1 | $7.26M | Buy |
+149,800
| New | +$7.26M | 1.31% | 42 |
|
|
2016
Q4 | – | Sell |
-316,000
| Closed | -$14M | – | 79 |
|
|
2016
Q3 | $14M | Sell |
316,000
-60,700
| -16% | -$2.69M | 1.56% | 31 |
|
|
2016
Q2 | $17.8M | Sell |
376,700
-28,200
| -7% | -$1.33M | 1.74% | 30 |
|
|
2016
Q1 | $19.6M | Sell |
404,900
-35,300
| -8% | -$1.71M | 1.97% | 26 |
|
|
2015
Q4 | $23.9M | Hold |
440,200
| – | – | 2.43% | 16 |
|
|
2015
Q3 | $22.6M | Sell |
440,200
-4,500
| -1% | -$231K | 1.94% | 20 |
|
|
2015
Q2 | $25M | Sell |
444,700
-3,800
| -0.8% | -$214K | 1.96% | 20 |
|
|
2015
Q1 | $24.4M | Sell |
448,500
-3,700
| -0.8% | -$201K | 1.9% | 25 |
|
|
2014
Q4 | $24.8M | Sell |
452,200
-32,200
| -7% | -$1.77M | 1.91% | 24 |
|
|
2014
Q3 | $25.1M | Sell |
484,400
-800
| -0.2% | -$41.5K | 2.09% | 19 |
|
|
2014
Q2 | $25.5M | Sell |
485,200
-11,700
| -2% | -$615K | 2.26% | 17 |
|
|
2014
Q1 | $24.7M | Buy |
496,900
+86,000
| +21% | +$4.28M | 2.3% | 17 |
|
|
2013
Q4 | $18.7M | Sell |
410,900
-6,400
| -2% | -$291K | 2.18% | 17 |
|
|
2013
Q3 | $17.2M | Sell |
417,300
-9,900
| -2% | -$409K | 2.09% | 15 |
|
|
2013
Q2 | $17.6M | Buy |
+427,200
| New | +$17.6M | 2.08% | 15 |
|