Texas Capital Bancshares’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 | $469K | Sell |
5,850
-1,408
| -19% | -$113K | 0.17% | 54 |
|
2025
Q1 | $521K | Sell |
7,258
-39
| -0.5% | -$2.8K | 0.22% | 49 |
|
2024
Q4 | $513K | Sell |
7,297
-1,662
| -19% | -$117K | 0.21% | 48 |
|
2024
Q3 | $506K | Hold |
8,959
| – | – | 0.2% | 48 |
|
2024
Q2 | $532K | Sell |
8,959
-358
| -4% | -$21.3K | 0.22% | 48 |
|
2024
Q1 | $540K | Buy |
9,317
+153
| +2% | +$8.87K | 0.24% | 47 |
|
2023
Q4 | $451K | Sell |
9,164
-111
| -1% | -$5.46K | 0.24% | 49 |
|
2023
Q3 | $379K | Sell |
9,275
-35
| -0.4% | -$1.43K | 0.21% | 59 |
|
2023
Q2 | $397K | Sell |
9,310
-140
| -1% | -$5.98K | 0.22% | 59 |
|
2023
Q1 | $353K | Buy |
9,450
+93
| +1% | +$3.48K | 0.22% | 60 |
|
2022
Q4 | $386K | Buy |
9,357
+20
| +0.2% | +$826 | 0.27% | 60 |
|
2022
Q3 | $376K | Sell |
9,337
-40
| -0.4% | -$1.61K | 0.3% | 54 |
|
2022
Q2 | $367K | Hold |
9,377
| – | – | 0.28% | 57 |
|
2022
Q1 | $454K | Sell |
9,377
-166
| -2% | -$8.04K | 0.27% | 52 |
|
2021
Q4 | $458K | Hold |
9,543
| – | – | 0.27% | 53 |
|
2021
Q3 | $443K | Sell |
9,543
-70
| -0.7% | -$3.25K | 0.31% | 53 |
|
2021
Q2 | $435K | Sell |
9,613
-239
| -2% | -$10.8K | 0.32% | 52 |
|
2021
Q1 | $385K | Buy |
+9,852
| New | +$385K | 0.31% | 53 |
|
2020
Q3 | – | Sell |
-8,261
| Closed | -$211K | – | 47 |
|
2020
Q2 | $211K | Sell |
8,261
-340
| -4% | -$8.68K | 0.31% | 42 |
|
2020
Q1 | $247K | Hold |
8,601
| – | – | 0.43% | 31 |
|
2019
Q4 | $462K | Sell |
8,601
-22
| -0.3% | -$1.18K | 0.65% | 21 |
|
2019
Q3 | $435K | Buy |
8,623
+1,418
| +20% | +$71.5K | 0.71% | 20 |
|
2019
Q2 | $341K | Hold |
7,205
| – | – | 0.57% | 36 |
|
2019
Q1 | $348K | Hold |
7,205
| – | – | 0.63% | 37 |
|
2018
Q4 | $332K | Buy |
7,205
+660
| +10% | +$30.4K | 0.76% | 31 |
|
2018
Q3 | $344K | Hold |
6,545
| – | – | 0.72% | 31 |
|
2018
Q2 | $363K | Hold |
6,545
| – | – | 0.79% | 27 |
|
2018
Q1 | $343K | Buy |
6,545
+133
| +2% | +$6.97K | 0.81% | 27 |
|
2017
Q4 | $389K | Sell |
6,412
-40
| -0.6% | -$2.43K | 0.87% | 20 |
|
2017
Q3 | $356K | Sell |
6,452
-231
| -3% | -$12.7K | 0.79% | 24 |
|
2017
Q2 | $370K | Sell |
6,683
-1,970
| -23% | -$109K | 0.84% | 28 |
|
2017
Q1 | $482K | Hold |
8,653
| – | – | 1.28% | 14 |
|
2016
Q4 | $477K | Buy |
8,653
+783
| +10% | +$43.2K | 1.09% | 16 |
|
2016
Q3 | $348K | Hold |
7,870
| – | – | 0.79% | 22 |
|
2016
Q2 | $372K | Hold |
7,870
| – | – | 0.84% | 17 |
|
2016
Q1 | $381K | Buy |
7,870
+2,706
| +52% | +$131K | 0.97% | 14 |
|
2015
Q4 | $281K | Sell |
5,164
-6,770
| -57% | -$368K | 0.46% | 21 |
|
2015
Q3 | $613K | Buy |
11,934
+158
| +1% | +$8.12K | 0.51% | 19 |
|
2015
Q2 | $662K | Sell |
11,776
-2,511
| -18% | -$141K | 0.45% | 19 |
|
2015
Q1 | $777K | Sell |
14,287
-374
| -3% | -$20.3K | 0.43% | 17 |
|
2014
Q4 | $804K | Buy |
14,661
+961
| +7% | +$52.7K | 0.43% | 17 |
|
2014
Q3 | $711K | Buy |
13,700
+220
| +2% | +$11.4K | 0.41% | 17 |
|
2014
Q2 | $709K | Buy |
13,480
+727
| +6% | +$38.2K | 0.45% | 20 |
|
2014
Q1 | $634K | Buy |
+12,753
| New | +$634K | 0.41% | 27 |
|