Sterneck Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514K | Buy |
6,415
+419
| +7% | +$33.6K | 0.26% | 54 |
|
|
2025
Q1 | $430K | Sell |
5,996
-1,200
| -17% | -$86.1K | 0.23% | 55 |
|
|
2024
Q4 | $505K | Hold |
7,196
| – | – | 0.27% | 45 |
|
|
2024
Q3 | $407K | Sell |
7,196
-2,548
| -26% | -$144K | 0.22% | 52 |
|
|
2024
Q2 | $579K | Sell |
9,744
-1,129
| -10% | -$67.1K | 0.33% | 45 |
|
|
2024
Q1 | $630K | Sell |
10,873
-18,720
| -63% | -$1.08M | 0.38% | 47 |
|
|
2023
Q4 | $1.46M | Sell |
29,593
-625
| -2% | -$30.8K | 0.93% | 30 |
|
|
2023
Q3 | $1.23M | Sell |
30,218
-2,104
| -7% | -$86K | 0.82% | 33 |
|
|
2023
Q2 | $1.38M | Buy |
32,322
+73
| +0.2% | +$3.12K | 0.85% | 31 |
|
|
2023
Q1 | $1.21M | Buy |
32,249
+92
| +0.3% | +$3.44K | 0.76% | 34 |
|
|
2022
Q4 | $1.33M | Sell |
32,157
-1,370
| -4% | -$56.6K | 0.88% | 31 |
|
|
2022
Q3 | $1.35M | Buy |
33,527
+484
| +1% | +$19.5K | 0.95% | 33 |
|
|
2022
Q2 | $1.29M | Buy |
33,043
+810
| +3% | +$31.7K | 0.87% | 33 |
|
|
2022
Q1 | $1.56M | Sell |
32,233
-153
| -0.5% | -$7.41K | 0.94% | 31 |
|
|
2021
Q4 | $1.55M | Sell |
32,386
-148
| -0.5% | -$7.1K | 0.92% | 29 |
|
|
2021
Q3 | $1.51M | Buy |
32,534
+14,741
| +83% | +$684K | 0.96% | 31 |
|
|
2021
Q2 | $810K | Sell |
17,793
-429
| -2% | -$19.5K | 0.5% | 44 |
|
|
2021
Q1 | $712K | Sell |
18,222
-1,026
| -5% | -$40.1K | 0.5% | 43 |
|
|
2020
Q4 | $581K | Sell |
19,248
-22,525
| -54% | -$680K | 0.44% | 42 |
|
|
2020
Q3 | $982K | Buy |
41,773
+454
| +1% | +$10.7K | 0.83% | 29 |
|
|
2020
Q2 | $1.06M | Buy |
41,319
+2,492
| +6% | +$63.8K | 1% | 26 |
|
|
2020
Q1 | $1.11M | Buy |
38,827
+3,331
| +9% | +$95.6K | 1.12% | 25 |
|
|
2019
Q4 | $1.91M | Sell |
35,496
-434
| -1% | -$23.4K | 1.52% | 20 |
|
|
2019
Q3 | $1.81M | Sell |
35,930
-1,229
| -3% | -$62K | 1.65% | 18 |
|
|
2019
Q2 | $1.76M | Sell |
37,159
-59
| -0.2% | -$2.79K | 1.52% | 19 |
|
|
2019
Q1 | $1.8M | Buy |
37,218
+3,855
| +12% | +$186K | 1.57% | 18 |
|
|
2018
Q4 | $1.54M | Sell |
33,363
-7,950
| -19% | -$366K | 1.5% | 19 |
|
|
2018
Q3 | $2.17M | Sell |
41,313
-4,295
| -9% | -$226K | 1.56% | 17 |
|
|
2018
Q2 | $2.53M | Sell |
45,608
-1,640
| -3% | -$90.9K | 1.75% | 16 |
|
|
2018
Q1 | $2.48M | Sell |
47,248
-1,972
| -4% | -$103K | 1.46% | 24 |
|
|
2017
Q4 | $2.99M | Sell |
49,220
-3,610
| -7% | -$219K | 1.79% | 16 |
|
|
2017
Q3 | $2.91M | Buy |
52,830
+12,550
| +31% | +$692K | 1.67% | 22 |
|
|
2017
Q2 | $2.23M | Buy |
40,280
+1,337
| +3% | +$74.1K | 1.33% | 31 |
|
|
2017
Q1 | $2.17M | Sell |
38,943
-415
| -1% | -$23.1K | 1.29% | 26 |
|
|
2016
Q4 | $2.17M | Sell |
39,358
-11,296
| -22% | -$623K | 1.39% | 26 |
|
|
2016
Q3 | $2.24M | Buy |
50,654
+41,953
| +482% | +$1.86M | 1.49% | 22 |
|
|
2016
Q2 | $412K | Buy |
8,701
+117
| +1% | +$5.54K | 0.27% | 91 |
|
|
2016
Q1 | $415K | Sell |
8,584
-280
| -3% | -$13.5K | 0.29% | 83 |
|
|
2015
Q4 | $482K | Hold |
8,864
| – | – | 0.31% | 72 |
|
|
2015
Q3 | $455K | Hold |
8,864
| – | – | 0.3% | 73 |
|
|
2015
Q2 | $499K | Buy |
8,864
+1,042
| +13% | +$58.7K | 0.27% | 82 |
|
|
2015
Q1 | $426K | Sell |
7,822
-77
| -1% | -$4.19K | 0.23% | 88 |
|
|
2014
Q4 | $433K | Buy |
7,899
+149
| +2% | +$8.17K | 0.26% | 77 |
|
|
2014
Q3 | $402K | Sell |
7,750
-2,911
| -27% | -$151K | 0.24% | 81 |
|
|
2014
Q2 | $560K | Hold |
10,661
| – | – | 0.33% | 72 |
|
|
2014
Q1 | $530K | Sell |
10,661
-400
| -4% | -$19.9K | 0.29% | 78 |
|
|
2013
Q4 | $502K | Buy |
11,061
+400
| +4% | +$18.2K | 0.3% | 77 |
|
|
2013
Q3 | $441K | Sell |
10,661
-67
| -0.6% | -$2.77K | 0.28% | 84 |
|
|
2013
Q2 | $443K | Buy |
+10,728
| New | +$443K | 0.28% | 93 |
|