SP
SWS Partners’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42M | Sell |
42,662
-1,823
| -4% | -$146K | 0.92% | 32 |
|
|
2025
Q1 | $3.19M | Sell |
44,485
-1,203
| -3% | -$86.4K | 1.05% | 25 |
|
|
2024
Q4 | $3.21M | Sell |
45,688
-1,480
| -3% | -$104K | 0.97% | 29 |
|
|
2024
Q3 | $2.66M | Sell |
47,168
-19,691
| -29% | -$1.11M | 0.85% | 38 |
|
|
2024
Q2 | $3.96M | Sell |
66,859
-2,648
| -4% | -$157K | 1.18% | 20 |
|
|
2024
Q1 | $4.03M | Buy |
69,507
+3,231
| +5% | +$187K | 1.2% | 22 |
|
|
2023
Q4 | $3.26M | Sell |
66,276
-6,041
| -8% | -$297K | 1.06% | 31 |
|
|
2023
Q3 | $2.95M | Buy |
72,317
+4,741
| +7% | +$194K | 1.09% | 30 |
|
|
2023
Q2 | $2.88M | Sell |
67,576
-542
| -0.8% | -$23.1K | 1.04% | 33 |
|
|
2023
Q1 | $2.55M | Sell |
68,118
-2,265
| -3% | -$84.7K | 0.95% | 34 |
|
|
2022
Q4 | $2.91M | Buy |
70,383
+10,460
| +17% | +$432K | 1.38% | 20 |
|
|
2022
Q3 | $2.41M | Sell |
59,923
-2,791
| -4% | -$112K | 1.12% | 26 |
|
|
2022
Q2 | $2.46M | Buy |
62,714
+1,721
| +3% | +$67.4K | 2.07% | 10 |
|
|
2022
Q1 | $2.97M | Sell |
60,993
-2,407
| -4% | -$117K | 1.94% | 12 |
|
|
2021
Q4 | $3.04M | Buy |
63,400
+4,833
| +8% | +$232K | 1.73% | 17 |
|
|
2021
Q3 | $2.72M | Buy |
58,567
+895
| +2% | +$41.5K | 1.68% | 17 |
|
|
2021
Q2 | $2.61M | Sell |
57,672
-4,669
| -7% | -$211K | 1.7% | 17 |
|
|
2021
Q1 | $2.44M | Sell |
62,341
-511
| -0.8% | -$20K | 1.68% | 16 |
|
|
2020
Q4 | $1.9M | Sell |
62,852
-69
| -0.1% | -$2.08K | 0.85% | 41 |
|
|
2020
Q3 | $1.48M | Buy |
62,921
+15,793
| +34% | +$371K | 0.74% | 44 |
|
|
2020
Q2 | $1.14M | Buy |
+47,128
| New | +$1.14M | 1.46% | 26 |
|
|
2018
Q2 | – | Sell |
-27,660
| Closed | -$1.42M | – | 318 |
|
|
2018
Q1 | $1.42M | Sell |
27,660
-1,561
| -5% | -$80.1K | 1.05% | 44 |
|
|
2017
Q4 | $1.77M | Buy |
+29,221
| New | +$1.77M | 1.33% | 25 |
|