SA
SRH Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $112K | Hold |
1,400
| – | – | 0.03% | 88 |
|
|
2025
Q1 | $101K | Hold |
1,400
| – | – | 0.03% | 91 |
|
|
2024
Q4 | $98.3K | Hold |
1,400
| – | – | 0.03% | 94 |
|
|
2024
Q3 | $79.1K | Hold |
1,400
| – | – | 0.02% | 105 |
|
|
2024
Q2 | $83.1K | Hold |
1,400
| – | – | 0.03% | 95 |
|
|
2024
Q1 | $81.1K | Hold |
1,400
| – | – | 0.03% | 101 |
|
|
2023
Q4 | $68.9K | Hold |
1,400
| – | – | 0.02% | 110 |
|
|
2023
Q3 | $57.2K | Sell |
1,400
-40,275
| -97% | -$1.65M | 0.03% | 105 |
|
|
2023
Q2 | $1.56M | Hold |
41,675
| – | – | 0.83% | 17 |
|
|
2023
Q1 | $1.56M | Sell |
41,675
-900
| -2% | -$33.6K | 0.83% | 17 |
|
|
2022
Q4 | $1.76M | Sell |
42,575
-1,300
| -3% | -$53.7K | 0.98% | 15 |
|
|
2022
Q3 | $1.77M | Hold |
43,875
| – | – | 2.3% | 12 |
|
|
2022
Q2 | $1.72M | Sell |
43,875
-342
| -0.8% | -$13.4K | 2.12% | 14 |
|
|
2022
Q1 | $2.14M | Sell |
44,217
-108
| -0.2% | -$5.23K | 2.38% | 11 |
|
|
2021
Q4 | $2.13M | Sell |
44,325
-400
| -0.9% | -$19.2K | 2.42% | 11 |
|
|
2021
Q3 | $2.08M | Sell |
44,725
-90
| -0.2% | -$4.18K | 2.53% | 10 |
|
|
2021
Q2 | $2.03M | Buy |
44,815
+1,300
| +3% | +$58.9K | 2.53% | 10 |
|
|
2021
Q1 | $1.7M | Buy |
43,515
+625
| +1% | +$24.4K | 2.42% | 11 |
|
|
2020
Q4 | $1.29M | Hold |
42,890
| – | – | 2.14% | 12 |
|
|
2020
Q3 | $1.01M | Buy |
42,890
+370
| +0.9% | +$8.7K | 1.94% | 12 |
|
|
2020
Q2 | $1.09M | Buy |
42,520
+1,232
| +3% | +$31.6K | 2.71% | 11 |
|
|
2020
Q1 | $1.19M | Buy |
41,288
+39,508
| +2,220% | +$1.13M | 3.29% | 9 |
|
|
2019
Q4 | $96K | Hold |
1,780
| – | – | 0.31% | 59 |
|
|
2019
Q3 | $90K | Buy |
1,780
+130
| +8% | +$6.57K | 0.3% | 61 |
|
|
2019
Q2 | $78K | Hold |
1,650
| – | – | 0.27% | 64 |
|
|
2019
Q1 | $80K | Sell |
1,650
-400
| -20% | -$19.4K | 0.28% | 62 |
|
|
2018
Q4 | $94K | Hold |
2,050
| – | – | 0.36% | 58 |
|
|
2018
Q3 | $108K | Hold |
2,050
| – | – | 0.37% | 53 |
|
|
2018
Q2 | $114K | Hold |
2,050
| – | – | 0.43% | 51 |
|
|
2018
Q1 | $107K | Hold |
2,050
| – | – | 0.42% | 48 |
|
|
2017
Q4 | $124K | Hold |
2,050
| – | – | 0.49% | 46 |
|
|
2017
Q3 | $113K | Buy |
2,050
+200
| +11% | +$11K | 0.48% | 48 |
|
|
2017
Q2 | $103K | Hold |
1,850
| – | – | 0.49% | 43 |
|
|
2017
Q1 | $103K | Hold |
1,850
| – | – | 0.48% | 45 |
|
|
2016
Q4 | $102K | Buy |
1,850
+1,000
| +118% | +$55.1K | 0.51% | 46 |
|
|
2016
Q3 | $38K | Buy |
850
+250
| +42% | +$11.2K | 0.2% | 70 |
|
|
2016
Q2 | $28K | Buy |
600
+400
| +200% | +$18.7K | 0.15% | 75 |
|
|
2016
Q1 | $10K | Hold |
200
| – | – | 0.06% | 108 |
|
|
2015
Q4 | $11K | Hold |
200
| – | – | 0.06% | 101 |
|
|
2015
Q3 | $10K | Hold |
200
| – | – | 0.06% | 103 |
|
|
2015
Q2 | $11K | Hold |
200
| – | – | 0.07% | 105 |
|
|
2015
Q1 | $11K | Hold |
200
| – | – | 0.07% | 96 |
|
|
2014
Q4 | $11K | Hold |
200
| – | – | 0.07% | 97 |
|
|
2014
Q3 | $10K | Hold |
200
| – | – | 0.08% | 98 |
|
|
2014
Q2 | $11K | Hold |
200
| – | – | 0.09% | 94 |
|
|
2014
Q1 | $10K | Hold |
200
| – | – | 0.08% | 97 |
|
|
2013
Q4 | $9K | Buy |
+200
| New | +$9K | 0.09% | 99 |
|