Smith, Moore & Co’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Buy |
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|
2025
Q1 | $384K | Buy |
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|
2024
Q4 | $368K | Sell |
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|
2024
Q3 | $313K | Sell |
|
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|
2024
Q2 | $330K | Sell |
|
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|
2024
Q1 | $378K | Sell |
|
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|
2023
Q4 | $336K | Sell |
|
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|
2023
Q3 | $361K | Buy |
|
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|
2023
Q2 | $370K | Sell |
|
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|
2023
Q1 | $466K | Buy |
|
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|
2022
Q4 | $372K | Sell |
|
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|
2022
Q3 | $372K | Buy |
|
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|
2022
Q2 | $359K | Buy |
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|
2022
Q1 | $385K | Sell |
|
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|
2021
Q4 | $429K | Sell |
|
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|
2021
Q3 | $425K | Hold |
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|
2021
Q2 | $414K | Sell |
|
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|
2021
Q1 | $404K | Sell |
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|
2020
Q4 | $342K | Buy |
|
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|
2020
Q3 | $251K | Sell |
|
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|
2020
Q2 | $316K | Sell |
|
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|
2020
Q1 | $368K | Sell |
|
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|
2019
Q4 | $751K | Buy |
|
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|
2019
Q3 | $629K | Buy |
|
|||||
|
2019
Q2 | $538K | Sell |
|
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|
2019
Q1 | $590K | Sell |
|
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|
2018
Q4 | $717K | Sell |
|
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|
2018
Q3 | $908K | Sell |
|
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|
2018
Q2 | $1.16M | Buy |
|
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|
2018
Q1 | $491K | Buy |
|
|||||
|
2017
Q4 | $562K | Sell |
|
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|
2017
Q3 | $532K | Buy |
|
|||||
|
2017
Q2 | $422K | Sell |
|
|||||
|
2017
Q1 | $429K | Sell |
|
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|
2016
Q4 | $579K | Sell |
|
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|
2016
Q3 | $470K | Sell |
|
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|
2016
Q2 | $505K | Buy |
|
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|
2016
Q1 | $424K | Buy |
|
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|
2015
Q4 | $278K | Buy |
|