Smith Salley Wealth Management’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 | $3.46M | Sell |
43,236
-572
| -1% | -$45.8K | 0.2% | 78 |
|
|
2025
Q1 | $3.14M | Buy |
43,808
+1,474
| +3% | +$106K | 0.21% | 79 |
|
|
2024
Q4 | $2.97M | Buy |
42,334
+512
| +1% | +$36K | 0.19% | 81 |
|
|
2024
Q3 | $2.36M | Buy |
41,822
+61
| +0.1% | +$3.45K | 0.15% | 96 |
|
|
2024
Q2 | $2.48M | Buy |
41,761
+530
| +1% | +$31.5K | 0.18% | 82 |
|
|
2024
Q1 | $2.39M | Sell |
41,231
-19,239
| -32% | -$1.12M | 0.19% | 81 |
|
|
2023
Q4 | $2.98M | Buy |
60,470
+14,979
| +33% | +$737K | 0.19% | 86 |
|
|
2023
Q3 | $1.86M | Sell |
45,491
-1,838
| -4% | -$75.1K | 0.14% | 102 |
|
|
2023
Q2 | $2.02M | Buy |
+47,329
| New | +$2.02M | 0.15% | 101 |
|
|
2023
Q1 | – | Sell |
-4,939
| Closed | -$204K | – | 235 |
|
|
2022
Q4 | $204K | Buy |
+4,939
| New | +$204K | 0.02% | 215 |
|
|
2022
Q2 | – | Sell |
-4,938
| Closed | -$239K | – | 249 |
|
|
2022
Q1 | $239K | Buy |
4,938
+1
| +0% | +$48 | 0.02% | 215 |
|
|
2021
Q4 | $237K | Hold |
4,937
| – | – | 0.02% | 228 |
|
|
2021
Q3 | $229K | Buy |
4,937
+181
| +4% | +$8.4K | 0.02% | 230 |
|
|
2021
Q2 | $215K | Buy |
+4,756
| New | +$215K | 0.02% | 235 |
|
|
2020
Q1 | – | Sell |
-4,532
| Closed | -$244K | – | 205 |
|
|
2019
Q4 | $244K | Buy |
+4,532
| New | +$244K | 0.03% | 180 |
|
|
2018
Q2 | – | Sell |
-11,085
| Closed | -$581K | – | 184 |
|
|
2018
Q1 | $581K | Sell |
11,085
-216,602
| -95% | -$11.4M | 0.1% | 110 |
|
|
2017
Q4 | $13.8M | Buy |
227,687
+74,511
| +49% | +$4.52M | 2.47% | 6 |
|
|
2017
Q3 | $8.45M | Buy |
153,176
+2,579
| +2% | +$142K | 1.62% | 14 |
|
|
2017
Q2 | $8.34M | Buy |
150,597
+681
| +0.5% | +$37.7K | 1.68% | 15 |
|
|
2017
Q1 | $8.34M | Buy |
149,916
+1,202
| +0.8% | +$66.9K | 1.71% | 13 |
|
|
2016
Q4 | $8.2M | Buy |
148,714
+3,402
| +2% | +$187K | 1.71% | 16 |
|
|
2016
Q3 | $6.43M | Buy |
145,312
+137,366
| +1,729% | +$6.08M | 1.43% | 22 |
|
|
2016
Q2 | $375K | Buy |
7,946
+676
| +9% | +$31.9K | 0.09% | 119 |
|
|
2016
Q1 | $351K | Sell |
7,270
-1,697
| -19% | -$81.9K | 0.09% | 120 |
|
|
2015
Q4 | $488K | Sell |
8,967
-150
| -2% | -$8.16K | 0.12% | 119 |
|
|
2015
Q3 | $468K | Sell |
9,117
-72
| -0.8% | -$3.7K | 0.13% | 118 |
|
|
2015
Q2 | $517K | Sell |
9,189
-205
| -2% | -$11.5K | 0.13% | 115 |
|
|
2015
Q1 | $511K | Sell |
9,394
-1,856
| -16% | -$101K | 0.13% | 118 |
|
|
2014
Q4 | $616K | Sell |
11,250
-1,062
| -9% | -$58.2K | 0.16% | 116 |
|
|
2014
Q3 | $638K | Sell |
12,312
-11,528
| -48% | -$597K | 0.17% | 122 |
|
|
2014
Q2 | $1.25M | Buy |
+23,840
| New | +$1.25M | 0.33% | 90 |
|