SPC Financial Inc’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 | $507K | Buy |
6,326
+76
| +1% | +$6.09K | 0.04% | 169 |
|
|
2025
Q1 | $449K | Buy |
6,250
+151
| +2% | +$10.8K | 0.04% | 177 |
|
|
2024
Q4 | $428K | Buy |
6,099
+154
| +3% | +$10.8K | 0.04% | 183 |
|
|
2024
Q3 | $336K | Sell |
5,945
-12
| -0.2% | -$678 | 0.03% | 199 |
|
|
2024
Q2 | $354K | Buy |
5,957
+1
| +0% | +$59 | 0.03% | 186 |
|
|
2024
Q1 | $345K | Buy |
5,956
+157
| +3% | +$9.1K | 0.03% | 184 |
|
|
2023
Q4 | $285K | Buy |
5,799
+99
| +2% | +$4.87K | 0.03% | 190 |
|
|
2023
Q3 | $233K | Buy |
5,700
+155
| +3% | +$6.33K | 0.03% | 197 |
|
|
2023
Q2 | $237K | Hold |
5,545
| – | – | 0.03% | 200 |
|
|
2023
Q1 | $207K | Buy |
5,545
+395
| +8% | +$14.8K | 0.02% | 198 |
|
|
2022
Q4 | $213K | Buy |
+5,150
| New | +$213K | 0.03% | 190 |
|
|
2020
Q1 | – | Sell |
-4,280
| Closed | -$230K | – | 155 |
|
|
2019
Q4 | $230K | Buy |
+4,280
| New | +$230K | 0.04% | 130 |
|
|
2018
Q4 | – | Sell |
-4,501
| Closed | -$237K | – | 141 |
|
|
2018
Q3 | $237K | Hold |
4,501
| – | – | 0.05% | 125 |
|
|
2018
Q2 | $250K | Sell |
4,501
-1,044
| -19% | -$58K | 0.05% | 116 |
|
|
2018
Q1 | $291K | Hold |
5,545
| – | – | 0.07% | 105 |
|
|
2017
Q4 | $336K | Buy |
5,545
+300
| +6% | +$18.2K | 0.08% | 94 |
|
|
2017
Q3 | $289K | Sell |
5,245
-399
| -7% | -$22K | 0.07% | 101 |
|
|
2017
Q2 | $313K | Sell |
5,644
-19
| -0.3% | -$1.05K | 0.08% | 89 |
|
|
2017
Q1 | $315K | Sell |
5,663
-800
| -12% | -$44.5K | 0.09% | 92 |
|
|
2016
Q4 | $356K | Sell |
6,463
-34,811
| -84% | -$1.92M | 0.11% | 89 |
|
|
2016
Q3 | $1.83M | Buy |
41,274
+18,292
| +80% | +$810K | 0.59% | 37 |
|
|
2016
Q2 | $1.09M | Sell |
22,982
-775
| -3% | -$36.7K | 0.39% | 53 |
|
|
2016
Q1 | $1.15M | Sell |
23,757
-1,125
| -5% | -$54.4K | 0.44% | 46 |
|
|
2015
Q4 | $1.35M | Buy |
+24,882
| New | +$1.35M | 0.53% | 43 |
|
|
2014
Q4 | – | Sell |
-4,797
| Closed | -$249K | – | 120 |
|
|
2014
Q3 | $249K | Buy |
4,797
+191
| +4% | +$9.91K | 0.07% | 97 |
|
|
2014
Q2 | $242K | Buy |
4,606
+412
| +10% | +$21.6K | 0.07% | 100 |
|
|
2014
Q1 | $209K | Sell |
4,194
-5,302
| -56% | -$264K | 0.06% | 99 |
|
|
2013
Q4 | $431K | Buy |
9,496
+1,300
| +16% | +$59K | 0.13% | 81 |
|
|
2013
Q3 | $339K | Buy |
8,196
+94
| +1% | +$3.89K | 0.12% | 79 |
|
|
2013
Q2 | $334K | Buy |
+8,102
| New | +$334K | 0.13% | 78 |
|