SSW

Smith Shellnut Wilson’s Wells Fargo WFC Stock Holding History

Smith Shellnut Wilson’s Portfolio WFC Stock Details WFC Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.47M	Hold	30,891	–	–	1.07%	20
2025 Q1	$2.22M	Buy	30,891 +504	+2%	+$36.2K	1.02%	26
2024 Q4	$2.13M	Buy	30,387 +31	+0.1%	+$2.18K	0.94%	26
2024 Q3	$1.71M	Sell	30,356 -1,500	-5%	-$84.7K	0.78%	29
2024 Q2	$1.89M	Hold	31,856	–	–	0.92%	26
2024 Q1	$1.85M	Hold	31,856	–	–	0.98%	23
2023 Q4	$1.57M	Hold	31,856	–	–	0.9%	26
2023 Q3	$1.3M	Hold	31,856	–	–	0.8%	27
2023 Q2	$1.36M	Hold	31,856	–	–	0.77%	28
2023 Q1	$1.19M	Hold	31,856	–	–	0.72%	28
2022 Q4	$1.32M	Hold	31,856	–	–	0.81%	27
2022 Q3	$1.28M	Hold	31,856	–	–	0.85%	26
2022 Q2	$1.25M	Sell	31,856 -4,693	-13%	-$184K	0.77%	29
2022 Q1	$1.77M	Sell	36,549 -504	-1%	-$24.4K	0.93%	24
2021 Q4	$1.78M	Buy	37,053 +1,000	+3%	+$48K	0.88%	25
2021 Q3	$1.67M	Buy	36,053 +1,000	+3%	+$46.4K	0.97%	25
2021 Q2	$1.59M	Sell	35,053 -125	-0.4%	-$5.66K	0.92%	24
2021 Q1	$1.37M	Sell	35,178 -2,127	-6%	-$83.1K	0.84%	27
2020 Q4	$1.13M	Sell	37,305 -5,849	-14%	-$177K	0.67%	34
2020 Q3	$1.02K	Sell	43,154 -1,872	-4%	-$44	0.38%	40
2020 Q2	$1.15M	Sell	45,026 -1,607	-3%	-$41.2K	0.83%	28
2020 Q1	$1.34M	Buy	46,633 +504	+1%	+$14.5K	1.12%	21
2019 Q4	$2.48M	Buy	46,129 +2,900	+7%	+$156K	1.65%	19
2019 Q3	$2.18M	Sell	43,229 -53	-0.1%	-$2.67K	1.61%	19
2019 Q2	$2.05M	Hold	43,282	–	–	1.54%	19
2019 Q1	$2.09M	Buy	43,282 +42	+0.1%	+$2.03K	1.66%	18
2018 Q4	$1.99M	Hold	43,240	–	–	2.13%	14
2018 Q3	$2.27M	Buy	+43,240	New	+$2.27M	2.04%	12
2018 Q1	$2.27M	Sell	43,240 -1,082	-2%	-$56.7K	1.95%	13
2017 Q4	$2.69M	Hold	44,322	–	–	2.28%	11
2017 Q3	$2.44M	Sell	44,322 -59	-0.1%	-$3.25K	2.15%	11
2017 Q2	$2.1M	Buy	44,381 +59	+0.1%	+$2.79K	2.18%	12
2017 Q1	$2.47M	Hold	44,322	–	–	2.27%	9
2016 Q4	$2.44M	Buy	+44,322	New	+$2.44M	2.35%	9