Stokes Family Office’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 | $486K | Sell |
6,064
-28
| -0.5% | -$2.24K | 0.05% | 166 |
|
|
2025
Q1 | $437K | Sell |
6,092
-7,375
| -55% | -$529K | 0.05% | 171 |
|
|
2024
Q4 | $946K | Buy |
+13,467
| New | +$946K | 0.1% | 125 |
|
|
2024
Q3 | – | Sell |
-3,654
| Closed | -$217K | – | 239 |
|
|
2024
Q2 | $217K | Buy |
+3,654
| New | +$217K | 0.03% | 208 |
|
|
2023
Q4 | – | Sell |
-13,490
| Closed | -$551K | – | 345 |
|
|
2023
Q3 | $551K | Sell |
13,490
-2,539
| -16% | -$104K | 0.06% | 177 |
|
|
2023
Q2 | $684K | Buy |
16,029
+3,282
| +26% | +$140K | 0.08% | 153 |
|
|
2023
Q1 | $476K | Sell |
12,747
-1,166
| -8% | -$43.6K | 0.06% | 175 |
|
|
2022
Q4 | $574K | Sell |
13,913
-2,610
| -16% | -$108K | 0.07% | 148 |
|
|
2022
Q3 | $665K | Buy |
16,523
+998
| +6% | +$40.2K | 0.09% | 132 |
|
|
2022
Q2 | $608K | Buy |
15,525
+1,362
| +10% | +$53.3K | 0.08% | 143 |
|
|
2022
Q1 | $686K | Buy |
14,163
+266
| +2% | +$12.9K | 0.09% | 137 |
|
|
2021
Q4 | $667K | Buy |
13,897
+223
| +2% | +$10.7K | 0.08% | 135 |
|
|
2021
Q3 | $635K | Buy |
13,674
+708
| +5% | +$32.9K | 0.09% | 129 |
|
|
2021
Q2 | $587K | Buy |
12,966
+131
| +1% | +$5.93K | 0.08% | 126 |
|
|
2021
Q1 | $501K | Buy |
12,835
+187
| +1% | +$7.3K | 0.08% | 132 |
|
|
2020
Q4 | $382K | Sell |
12,648
-1,304
| -9% | -$39.4K | 0.08% | 126 |
|
|
2020
Q3 | $328K | Sell |
13,952
-6,212
| -31% | -$146K | 0.07% | 121 |
|
|
2020
Q2 | $516K | Sell |
20,164
-44,071
| -69% | -$1.13M | 0.13% | 102 |
|
|
2020
Q1 | $1.84M | Buy |
64,235
+12,533
| +24% | +$360K | 0.49% | 47 |
|
|
2019
Q4 | $2.8M | Buy |
+51,702
| New | +$2.8M | 0.62% | 40 |
|