SMC
Smith, Moore & Co’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Buy |
5,546
+195
| +4% | +$15.6K | 0.04% | 319 |
|
|
2025
Q1 | $384K | Buy |
5,351
+105
| +2% | +$7.54K | 0.04% | 328 |
|
|
2024
Q4 | $368K | Sell |
5,246
-300
| -5% | -$21.1K | 0.03% | 330 |
|
|
2024
Q3 | $313K | Sell |
5,546
-16
| -0.3% | -$904 | 0.03% | 355 |
|
|
2024
Q2 | $330K | Sell |
5,562
-965
| -15% | -$57.3K | 0.03% | 333 |
|
|
2024
Q1 | $378K | Sell |
6,527
-300
| -4% | -$17.4K | 0.04% | 309 |
|
|
2023
Q4 | $336K | Sell |
6,827
-2,000
| -23% | -$98.4K | 0.04% | 310 |
|
|
2023
Q3 | $361K | Buy |
8,827
+155
| +2% | +$6.33K | 0.05% | 285 |
|
|
2023
Q2 | $370K | Sell |
8,672
-3,807
| -31% | -$162K | 0.05% | 284 |
|
|
2023
Q1 | $466K | Buy |
12,479
+3,461
| +38% | +$129K | 0.06% | 249 |
|
|
2022
Q4 | $372K | Sell |
9,018
-236
| -3% | -$9.74K | 0.05% | 267 |
|
|
2022
Q3 | $372K | Buy |
9,254
+100
| +1% | +$4.02K | 0.06% | 258 |
|
|
2022
Q2 | $359K | Buy |
9,154
+1,206
| +15% | +$47.3K | 0.06% | 271 |
|
|
2022
Q1 | $385K | Sell |
7,948
-1,000
| -11% | -$48.4K | 0.05% | 283 |
|
|
2021
Q4 | $429K | Sell |
8,948
-200
| -2% | -$9.59K | 0.06% | 261 |
|
|
2021
Q3 | $425K | Hold |
9,148
| – | – | 0.06% | 252 |
|
|
2021
Q2 | $414K | Sell |
9,148
-1,190
| -12% | -$53.9K | 0.06% | 262 |
|
|
2021
Q1 | $404K | Sell |
10,338
-1,001
| -9% | -$39.1K | 0.07% | 254 |
|
|
2020
Q4 | $342K | Buy |
11,339
+653
| +6% | +$19.7K | 0.06% | 247 |
|
|
2020
Q3 | $251K | Sell |
10,686
-1,643
| -13% | -$38.6K | 0.05% | 276 |
|
|
2020
Q2 | $316K | Sell |
12,329
-490
| -4% | -$12.6K | 0.07% | 235 |
|
|
2020
Q1 | $368K | Sell |
12,819
-1,133
| -8% | -$32.5K | 0.1% | 190 |
|
|
2019
Q4 | $751K | Buy |
13,952
+1,477
| +12% | +$79.5K | 0.16% | 127 |
|
|
2019
Q3 | $629K | Buy |
12,475
+1,112
| +10% | +$56.1K | 0.14% | 142 |
|
|
2019
Q2 | $538K | Sell |
11,363
-849
| -7% | -$40.2K | 0.12% | 162 |
|
|
2019
Q1 | $590K | Sell |
12,212
-3,348
| -22% | -$162K | 0.14% | 148 |
|
|
2018
Q4 | $717K | Sell |
15,560
-1,724
| -10% | -$79.4K | 0.19% | 110 |
|
|
2018
Q3 | $908K | Sell |
17,284
-3,687
| -18% | -$194K | 0.21% | 94 |
|
|
2018
Q2 | $1.16M | Buy |
20,971
+11,604
| +124% | +$644K | 0.29% | 64 |
|
|
2018
Q1 | $491K | Buy |
9,367
+98
| +1% | +$5.14K | 0.13% | 156 |
|
|
2017
Q4 | $562K | Sell |
9,269
-382
| -4% | -$23.2K | 0.15% | 138 |
|
|
2017
Q3 | $532K | Buy |
9,651
+2,035
| +27% | +$112K | 0.15% | 131 |
|
|
2017
Q2 | $422K | Sell |
7,616
-94
| -1% | -$5.21K | 0.14% | 133 |
|
|
2017
Q1 | $429K | Sell |
7,710
-2,788
| -27% | -$155K | 0.15% | 129 |
|
|
2016
Q4 | $579K | Sell |
10,498
-112
| -1% | -$6.18K | 0.22% | 86 |
|
|
2016
Q3 | $470K | Sell |
10,610
-61
| -0.6% | -$2.7K | 0.19% | 108 |
|
|
2016
Q2 | $505K | Buy |
10,671
+1,906
| +22% | +$90.2K | 0.21% | 99 |
|
|
2016
Q1 | $424K | Buy |
8,765
+3,655
| +72% | +$177K | 0.18% | 109 |
|
|
2015
Q4 | $278K | Buy |
+5,110
| New | +$278K | 0.14% | 139 |
|