SGK
Steigerwald Gordon & Koch’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27M | Sell |
337,213
-619
| -0.2% | -$49.6K | 2.85% | 13 |
|
|
2025
Q1 | $24.3M | Sell |
337,832
-3,914
| -1% | -$281K | 2.71% | 15 |
|
|
2024
Q4 | $24M | Buy |
341,746
+3,913
| +1% | +$275K | 2.71% | 11 |
|
|
2024
Q3 | $19.1M | Buy |
337,833
+11,682
| +4% | +$660K | 2.08% | 22 |
|
|
2024
Q2 | $19.4M | Buy |
326,151
+4,468
| +1% | +$265K | 2.34% | 16 |
|
|
2024
Q1 | $18.6M | Buy |
321,683
+2,683
| +0.8% | +$156K | 2.32% | 17 |
|
|
2023
Q4 | $15.7M | Buy |
319,000
+2,332
| +0.7% | +$115K | 2.12% | 20 |
|
|
2023
Q3 | $12.9M | Buy |
316,668
+6,849
| +2% | +$280K | 1.97% | 24 |
|
|
2023
Q2 | $13.2M | Buy |
309,819
+6,590
| +2% | +$281K | 1.94% | 26 |
|
|
2023
Q1 | $11.3M | Buy |
303,229
+10,666
| +4% | +$399K | 1.69% | 35 |
|
|
2022
Q4 | $12.1M | Buy |
292,563
+7,111
| +2% | +$294K | 1.92% | 25 |
|
|
2022
Q3 | $11.5M | Buy |
285,452
+9,298
| +3% | +$374K | 2.1% | 21 |
|
|
2022
Q2 | $10.8M | Buy |
276,154
+4,808
| +2% | +$188K | 1.88% | 25 |
|
|
2022
Q1 | $13.1M | Buy |
271,346
+2,285
| +0.8% | +$111K | 2.01% | 22 |
|
|
2021
Q4 | $12.9M | Buy |
269,061
+2,832
| +1% | +$136K | 1.94% | 23 |
|
|
2021
Q3 | $12.4M | Buy |
266,229
+5,801
| +2% | +$269K | 2.02% | 22 |
|
|
2021
Q2 | $11.8M | Buy |
260,428
+12,460
| +5% | +$564K | 1.95% | 26 |
|
|
2021
Q1 | $9.69M | Buy |
247,968
+16,396
| +7% | +$641K | 1.8% | 25 |
|
|
2020
Q4 | $6.99M | Buy |
231,572
+23,582
| +11% | +$712K | 1.42% | 32 |
|
|
2020
Q3 | $4.89M | Buy |
207,990
+37,787
| +22% | +$888K | 1.16% | 33 |
|
|
2020
Q2 | $4.36M | Buy |
170,203
+152,650
| +870% | +$3.91M | 1.15% | 33 |
|
|
2020
Q1 | $504K | Buy |
+17,553
| New | +$504K | 0.17% | 59 |
|