SIM
Sterling Investment Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
15,295
-72
| -0.5% | -$5.77K | 0.81% | 35 |
|
|
2025
Q1 | $1.1M | Sell |
15,367
-439
| -3% | -$31.5K | 0.79% | 35 |
|
|
2024
Q4 | $1.11M | Sell |
15,806
-201
| -1% | -$14.1K | 0.87% | 37 |
|
|
2024
Q3 | $904K | Sell |
16,007
-1,124
| -7% | -$63.5K | 0.69% | 42 |
|
|
2024
Q2 | $1.02M | Sell |
17,131
-8,206
| -32% | -$487K | 0.77% | 38 |
|
|
2024
Q1 | $1.47M | Sell |
25,337
-482
| -2% | -$27.9K | 1.04% | 30 |
|
|
2023
Q4 | $1.27M | Sell |
25,819
-550
| -2% | -$27.1K | 0.93% | 35 |
|
|
2023
Q3 | $1.08M | Sell |
26,369
-452
| -2% | -$18.5K | 0.96% | 33 |
|
|
2023
Q2 | $1.14M | Sell |
26,821
-415
| -2% | -$17.7K | 0.91% | 36 |
|
|
2023
Q1 | $1.02M | Sell |
27,236
-444
| -2% | -$16.6K | 0.81% | 41 |
|
|
2022
Q4 | $1.14M | Sell |
27,680
-1,802
| -6% | -$74.4K | 0.92% | 38 |
|
|
2022
Q3 | $1.19M | Sell |
29,482
-8,308
| -22% | -$334K | 1% | 34 |
|
|
2022
Q2 | $1.48M | Sell |
37,790
-2,534
| -6% | -$99.2K | 1.23% | 23 |
|
|
2022
Q1 | $1.95M | Sell |
40,324
-2,054
| -5% | -$99.5K | 1.37% | 21 |
|
|
2021
Q4 | $2.03M | Sell |
42,378
-623
| -1% | -$29.9K | 1.27% | 27 |
|
|
2021
Q3 | $2M | Sell |
43,001
-8,825
| -17% | -$410K | 1.27% | 25 |
|
|
2021
Q2 | $2.35M | Sell |
51,826
-8,115
| -14% | -$367K | 1.54% | 22 |
|
|
2021
Q1 | $2.34M | Sell |
59,941
-3,461
| -5% | -$135K | 1.6% | 21 |
|
|
2020
Q4 | $1.91M | Buy |
63,402
+577
| +0.9% | +$17.4K | 1.36% | 27 |
|
|
2020
Q3 | $1.48M | Sell |
62,825
-1,150
| -2% | -$27K | 1.1% | 31 |
|
|
2020
Q2 | $1.64M | Buy |
+63,975
| New | +$1.64M | 1.27% | 27 |
|