TCM

TD Capital Management’s Wells Fargo WFC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$55.9K	Buy	697 +625	+868%	+$50.1K	0.01%	207
2025 Q1	$5.15K	Buy	72 +1	+1%	+$72	﹤0.01%	381
2024 Q4	$5.01K	Buy	+71	New	+$5.01K	﹤0.01%	350
2024 Q2	–	Sell	-12	Closed	-$696	–	532
2024 Q1	$696	Buy	+12	New	+$696	﹤0.01%	428
2020 Q3	–	Sell	-425	Closed	-$11K	–	294
2020 Q2	$11K	Hold	425	–	–	﹤0.01%	164
2020 Q1	$12K	Hold	425	–	–	﹤0.01%	155
2019 Q4	$23K	Hold	425	–	–	﹤0.01%	149
2019 Q3	$21K	Hold	425	–	–	﹤0.01%	149
2019 Q2	$20K	Hold	425	–	–	﹤0.01%	145
2019 Q1	$21K	Sell	425 -5	-1%	-$247	﹤0.01%	115
2018 Q4	$20K	Hold	430	–	–	﹤0.01%	117
2018 Q3	$23K	Hold	430	–	–	0.01%	114
2018 Q2	$24K	Hold	430	–	–	0.01%	102
2018 Q1	$23K	Hold	430	–	–	0.01%	105
2017 Q4	$26K	Hold	430	–	–	0.01%	96
2017 Q3	$24K	Hold	430	–	–	0.01%	96
2017 Q2	$24K	Hold	430	–	–	0.01%	89
2017 Q1	$24K	Hold	430	–	–	0.01%	88
2016 Q4	$24K	Sell	430 -81	-16%	-$4.52K	0.01%	87
2016 Q3	$23K	Buy	511 +81	+19%	+$3.65K	0.01%	83
2016 Q2	$20K	Hold	430	–	–	0.01%	92
2016 Q1	$21K	Hold	430	–	–	0.01%	84
2015 Q4	$23K	Hold	430	–	–	0.01%	86
2015 Q3	$22K	Hold	430	–	–	0.01%	95
2015 Q2	$24K	Hold	430	–	–	0.01%	102
2015 Q1	$23K	Sell	430 -1,554	-78%	-$83.1K	0.01%	104
2014 Q4	$109K	Hold	1,984	–	–	0.03%	70
2014 Q3	$103K	Hold	1,984	–	–	0.02%	71
2014 Q2	$104K	Hold	1,984	–	–	0.02%	67
2014 Q1	$99K	Buy	1,984 +3	+0.2%	+$150	0.02%	66
2013 Q4	$90K	Buy	1,981 +1,557	+367%	+$70.7K	0.02%	68
2013 Q3	$18K	Sell	424 -311	-42%	-$13.2K	﹤0.01%	140
2013 Q2	$30K	Buy	+735	New	+$30K	0.01%	123