Tealwood Asset Management’s Wells Fargo WFC Stock Holding History

Tealwood Asset Management’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.56M	Hold	19,525	–	–	0.7%	69
2025 Q1	$1.4M	Sell	19,525 -2,265	-10%	-$163K	0.65%	73
2024 Q4	$1.53M	Sell	21,790 -2,174	-9%	-$153K	0.63%	72
2024 Q3	$1.35M	Buy	+23,964	New	+$1.35M	0.59%	86
2024 Q2	–	Sell	-24,730	Closed	-$1.43M	–	128
2024 Q1	$1.43M	Hold	24,730	–	–	0.65%	76
2023 Q4	$1.22M	Buy	24,730 +340	+1%	+$16.7K	0.58%	90
2023 Q3	$997K	Hold	24,390	–	–	0.51%	105
2023 Q2	$1.04M	Hold	24,390	–	–	0.51%	108
2023 Q1	$912K	Hold	24,390	–	–	0.46%	114
2022 Q4	$1.01M	Hold	24,390	–	–	0.53%	101
2022 Q3	$981K	Hold	24,390	–	–	0.53%	93
2022 Q2	$955K	Sell	24,390 -9	-0%	-$352	0.47%	110
2022 Q1	$1.18M	Buy	24,399 +105	+0.4%	+$5.09K	0.5%	100
2021 Q4	$1.17M	Buy	24,294 +4	+0%	+$192	0.47%	105
2021 Q3	$1.13M	Buy	+24,290	New	+$1.13M	0.46%	112
2021 Q1	$959K	Hold	24,534	–	–	0.38%	117
2020 Q4	$740K	Buy	24,534 +1,000	+4%	+$30.2K	0.35%	111
2020 Q3	$553K	Sell	23,534 -9,173	-28%	-$216K	0.36%	83
2020 Q2	$837K	Sell	32,707 -119	-0.4%	-$3.05K	0.56%	78
2020 Q1	$942K	Buy	32,826 +28,268	+620%	+$811K	0.53%	72
2019 Q4	$245K	Hold	4,558	–	–	0.1%	90
2019 Q3	$230K	Sell	4,558 -180	-4%	-$9.08K	0.1%	90
2019 Q2	$224K	Sell	4,738 -56	-1%	-$2.65K	0.09%	94
2019 Q1	$232K	Hold	4,794	–	–	0.1%	91
2018 Q4	$221K	Sell	4,794 -710	-13%	-$32.7K	0.1%	91
2018 Q3	$289K	Buy	+5,504	New	+$289K	0.11%	90
2017 Q4	–	Sell	-4,209	Closed	-$232K	–	100
2017 Q3	$232K	Buy	+4,209	New	+$232K	0.08%	97
2017 Q1	–	Sell	-11,075	Closed	-$610K	–	103
2016 Q4	$610K	Buy	+11,075	New	+$610K	0.25%	77
2016 Q3	–	Sell	-4,828	Closed	-$229K	–	93
2016 Q2	$229K	Buy	+4,828	New	+$229K	0.1%	81
2015 Q3	–	Sell	-3,701	Closed	-$208K	–	83
2015 Q2	$208K	Hold	3,701	–	–	0.08%	80
2015 Q1	$201K	Hold	3,701	–	–	0.08%	82
2014 Q4	$203K	Buy	+3,701	New	+$203K	0.08%	82