SWM
Stockman Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Buy |
5,932
+1,788
| +43% | +$143K | 0.06% | 105 |
|
|
2025
Q1 | $297K | Buy |
4,144
+74
| +2% | +$5.31K | 0.04% | 132 |
|
|
2024
Q4 | $286K | Sell |
4,070
-101
| -2% | -$7.09K | 0.04% | 138 |
|
|
2024
Q3 | $236K | Sell |
4,171
-167
| -4% | -$9.43K | 0.04% | 160 |
|
|
2024
Q2 | $258K | Sell |
4,338
-526
| -11% | -$31.2K | 0.05% | 150 |
|
|
2024
Q1 | $282K | Buy |
4,864
+175
| +4% | +$10.1K | 0.05% | 146 |
|
|
2023
Q4 | $231K | Sell |
4,689
-1,000
| -18% | -$49.2K | 0.05% | 158 |
|
|
2023
Q3 | $232K | Sell |
5,689
-659
| -10% | -$26.9K | 0.05% | 160 |
|
|
2023
Q2 | $271K | Sell |
6,348
-111
| -2% | -$4.74K | 0.06% | 154 |
|
|
2023
Q1 | $241K | Sell |
6,459
-239
| -4% | -$8.93K | 0.05% | 181 |
|
|
2022
Q4 | $277K | Hold |
6,698
| – | – | 0.06% | 158 |
|
|
2022
Q3 | $269K | Sell |
6,698
-325
| -5% | -$13.1K | 0.07% | 150 |
|
|
2022
Q2 | $275K | Sell |
7,023
-20
| -0.3% | -$783 | 0.07% | 151 |
|
|
2022
Q1 | $341K | Buy |
7,043
+297
| +4% | +$14.4K | 0.07% | 144 |
|
|
2021
Q4 | $324K | Hold |
6,746
| – | – | 0.07% | 156 |
|
|
2021
Q3 | $313K | Buy |
6,746
+109
| +2% | +$5.06K | 0.07% | 152 |
|
|
2021
Q2 | $301K | Sell |
6,637
-650
| -9% | -$29.5K | 0.07% | 153 |
|
|
2021
Q1 | $285K | Sell |
7,287
-350
| -5% | -$13.7K | 0.08% | 144 |
|
|
2020
Q4 | $230K | Buy |
+7,637
| New | +$230K | 0.07% | 158 |
|
|
2020
Q1 | – | Sell |
-5,072
| Closed | -$273K | – | 173 |
|
|
2019
Q4 | $273K | Sell |
5,072
-280
| -5% | -$15.1K | 0.1% | 142 |
|
|
2019
Q3 | $270K | Hold |
5,352
| – | – | 0.1% | 134 |
|
|
2019
Q2 | $253K | Sell |
5,352
-1,850
| -26% | -$87.5K | 0.1% | 134 |
|
|
2019
Q1 | $348K | Hold |
7,202
| – | – | 0.15% | 105 |
|
|
2018
Q4 | $332K | Buy |
7,202
+460
| +7% | +$21.2K | 0.16% | 104 |
|
|
2018
Q3 | $354K | Sell |
6,742
-290
| -4% | -$15.2K | 0.15% | 107 |
|
|
2018
Q2 | $390K | Buy |
7,032
+260
| +4% | +$14.4K | 0.18% | 97 |
|
|
2018
Q1 | $355K | Sell |
6,772
-250
| -4% | -$13.1K | 0.16% | 103 |
|
|
2017
Q4 | $426K | Sell |
7,022
-3,472
| -33% | -$211K | 0.19% | 96 |
|
|
2017
Q3 | $579K | Buy |
10,494
+6,863
| +189% | +$379K | 0.28% | 79 |
|
|
2017
Q2 | $201K | Sell |
3,631
-6,873
| -65% | -$380K | 0.2% | 111 |
|
|
2017
Q1 | $585K | Sell |
10,504
-46
| -0.4% | -$2.56K | 0.33% | 65 |
|
|
2016
Q4 | $581K | Sell |
10,550
-9,594
| -48% | -$528K | 0.35% | 61 |
|
|
2016
Q3 | $892K | Buy |
20,144
+3,670
| +22% | +$163K | 0.55% | 51 |
|
|
2016
Q2 | $780K | Buy |
16,474
+7,021
| +74% | +$332K | 0.61% | 47 |
|
|
2016
Q1 | $457K | Hold |
9,453
| – | – | 0.36% | 55 |
|
|
2015
Q4 | $514K | Sell |
9,453
-1,015
| -10% | -$55.2K | 0.42% | 56 |
|
|
2015
Q3 | $538K | Buy |
10,468
+4,611
| +79% | +$237K | 0.46% | 57 |
|
|
2015
Q2 | $329K | Buy |
5,857
+15
| +0.3% | +$843 | 0.28% | 66 |
|
|
2015
Q1 | $318K | Buy |
+5,842
| New | +$318K | 0.27% | 67 |
|