Sterneck Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $538K | Hold |
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|
2025
Q2 | $514K | Buy |
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|
2025
Q1 | $430K | Sell |
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|
2024
Q4 | $505K | Hold |
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|
2024
Q3 | $407K | Sell |
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|
2024
Q2 | $579K | Sell |
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|
2024
Q1 | $630K | Sell |
|
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|
2023
Q4 | $1.46M | Sell |
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $1.38M | Buy |
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|
2023
Q1 | $1.21M | Buy |
|
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|
2022
Q4 | $1.33M | Sell |
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|
2022
Q3 | $1.35M | Buy |
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|
2022
Q2 | $1.29M | Buy |
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|
2022
Q1 | $1.56M | Sell |
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|
2021
Q4 | $1.55M | Sell |
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|
2021
Q3 | $1.51M | Buy |
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|
2021
Q2 | $810K | Sell |
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|
2021
Q1 | $712K | Sell |
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|
2020
Q4 | $581K | Sell |
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|
2020
Q3 | $982K | Buy |
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|
2020
Q2 | $1.06M | Buy |
|
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|
2020
Q1 | $1.11M | Buy |
|
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|
2019
Q4 | $1.91M | Sell |
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|
2019
Q3 | $1.81M | Sell |
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|
2019
Q2 | $1.76M | Sell |
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|
2019
Q1 | $1.8M | Buy |
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|
2018
Q4 | $1.54M | Sell |
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|
2018
Q3 | $2.17M | Sell |
|
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|
2018
Q2 | $2.53M | Sell |
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|
2018
Q1 | $2.48M | Sell |
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|
2017
Q4 | $2.99M | Sell |
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|
2017
Q3 | $2.91M | Buy |
|
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|
2017
Q2 | $2.23M | Buy |
|
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|
2017
Q1 | $2.17M | Sell |
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|
2016
Q4 | $2.17M | Sell |
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|
2016
Q3 | $2.24M | Buy |
|
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|
2016
Q2 | $412K | Buy |
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|
2016
Q1 | $415K | Sell |
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|
2015
Q4 | $482K | Hold |
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|
2015
Q3 | $455K | Hold |
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|
2015
Q2 | $499K | Buy |
|
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|
2015
Q1 | $426K | Sell |
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|
2014
Q4 | $433K | Buy |
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|
2014
Q3 | $402K | Sell |
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|
2014
Q2 | $560K | Hold |
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|
2014
Q1 | $530K | Sell |
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|
2013
Q4 | $502K | Buy |
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|
2013
Q3 | $441K | Sell |
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|
2013
Q2 | $443K | Buy |
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