SIM
SSI Investment Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Sell |
4,057
-2,805
| -41% | -$225K | 0.02% | 220 |
|
|
2025
Q1 | $493K | Sell |
6,862
-3
| -0% | -$215 | 0.04% | 200 |
|
|
2024
Q4 | $482K | Sell |
6,865
-7
| -0.1% | -$492 | 0.04% | 208 |
|
|
2024
Q3 | $388K | Sell |
6,872
-6
| -0.1% | -$339 | 0.03% | 229 |
|
|
2024
Q2 | $408K | Sell |
6,878
-8
| -0.1% | -$475 | 0.03% | 204 |
|
|
2024
Q1 | $399K | Sell |
6,886
-31
| -0.4% | -$1.8K | 0.03% | 210 |
|
|
2023
Q4 | $340K | Sell |
6,917
-11
| -0.2% | -$541 | 0.03% | 227 |
|
|
2023
Q3 | $283K | Sell |
6,928
-170
| -2% | -$6.95K | 0.02% | 218 |
|
|
2023
Q2 | $303K | Sell |
7,098
-1,238
| -15% | -$52.8K | 0.02% | 223 |
|
|
2023
Q1 | $312K | Sell |
8,336
-1,968
| -19% | -$73.6K | 0.02% | 229 |
|
|
2022
Q4 | $425K | Sell |
10,304
-8
| -0.1% | -$330 | 0.03% | 241 |
|
|
2022
Q3 | $414K | Buy |
10,312
+25
| +0.2% | +$1K | 0.03% | 231 |
|
|
2022
Q2 | $404K | Sell |
10,287
-80
| -0.8% | -$3.14K | 0.03% | 240 |
|
|
2022
Q1 | $503K | Sell |
10,367
-120
| -1% | -$5.82K | 0.03% | 230 |
|
|
2021
Q4 | $503K | Sell |
10,487
-30
| -0.3% | -$1.44K | 0.03% | 227 |
|
|
2021
Q3 | $488K | Buy |
10,517
+44
| +0.4% | +$2.04K | 0.03% | 231 |
|
|
2021
Q2 | $474K | Sell |
10,473
-49
| -0.5% | -$2.22K | 0.03% | 236 |
|
|
2021
Q1 | $411K | Sell |
10,522
-5
| -0% | -$195 | 0.03% | 237 |
|
|
2020
Q4 | $318K | Sell |
10,527
-10
| -0.1% | -$302 | 0.02% | 230 |
|
|
2020
Q3 | $247K | Sell |
10,537
-292
| -3% | -$6.85K | 0.02% | 237 |
|
|
2020
Q2 | $278K | Buy |
+10,829
| New | +$278K | 0.02% | 221 |
|
|
2020
Q1 | – | Sell |
-9,464
| Closed | -$508K | – | 271 |
|
|
2019
Q4 | $508K | Sell |
9,464
-24
| -0.3% | -$1.29K | 0.03% | 217 |
|
|
2019
Q3 | $479K | Buy |
9,488
+1,565
| +20% | +$79K | 0.03% | 220 |
|
|
2019
Q2 | $376K | Sell |
7,923
-31
| -0.4% | -$1.47K | 0.03% | 236 |
|
|
2019
Q1 | $385K | Sell |
7,954
-22
| -0.3% | -$1.07K | 0.03% | 230 |
|
|
2018
Q4 | $368K | Sell |
7,976
-27
| -0.3% | -$1.25K | 0.03% | 218 |
|
|
2018
Q3 | $420K | Sell |
8,003
-34
| -0.4% | -$1.78K | 0.03% | 238 |
|
|
2018
Q2 | $443K | Sell |
8,037
-1,424
| -15% | -$78.5K | 0.04% | 225 |
|
|
2018
Q1 | $497K | Sell |
9,461
-140
| -1% | -$7.35K | 0.04% | 225 |
|
|
2017
Q4 | $582K | Sell |
9,601
-1,019
| -10% | -$61.8K | 0.05% | 211 |
|
|
2017
Q3 | $582K | Buy |
10,620
+954
| +10% | +$52.3K | 0.05% | 221 |
|
|
2017
Q2 | $532K | Sell |
9,666
-114
| -1% | -$6.27K | 0.05% | 230 |
|
|
2017
Q1 | $544K | Sell |
9,780
-11
| -0.1% | -$612 | 0.05% | 220 |
|
|
2016
Q4 | $538K | Sell |
9,791
-3,713
| -27% | -$204K | 0.05% | 213 |
|
|
2016
Q3 | $596K | Sell |
13,504
-181
| -1% | -$7.99K | 0.05% | 205 |
|
|
2016
Q2 | $647K | Buy |
13,685
+303
| +2% | +$14.3K | 0.06% | 193 |
|
|
2016
Q1 | $648K | Sell |
13,382
-2
| -0% | -$97 | 0.07% | 181 |
|
|
2015
Q4 | $725K | Hold |
13,384
| – | – | 0.07% | 175 |
|
|
2015
Q3 | $687K | Hold |
13,384
| – | – | 0.07% | 177 |
|
|
2015
Q2 | $753K | Sell |
13,384
-1,227
| -8% | -$69K | 0.07% | 182 |
|
|
2015
Q1 | $793K | Sell |
14,611
-6,101
| -29% | -$331K | 0.07% | 179 |
|
|
2014
Q4 | $1.13M | Buy |
20,712
+9,222
| +80% | +$505K | 0.12% | 164 |
|
|
2014
Q3 | $597K | Hold |
11,490
| – | – | 0.06% | 203 |
|
|
2014
Q2 | $605K | Sell |
11,490
-175
| -2% | -$9.22K | 0.06% | 198 |
|
|
2014
Q1 | $580K | Sell |
11,665
-33,800
| -74% | -$1.68M | 0.06% | 205 |
|
|
2013
Q4 | $2.07M | Buy |
45,465
+5,861
| +15% | +$266K | 0.18% | 141 |
|
|
2013
Q3 | $1.64M | Sell |
39,604
-326
| -0.8% | -$13.5K | 0.15% | 149 |
|
|
2013
Q2 | $1.65M | Buy |
+39,930
| New | +$1.65M | 0.16% | 146 |
|