Texas Yale Capital Corp’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 | $207K | Buy |
+2,585
| New | +$207K | 0.01% | 451 |
|
|
2022
Q1 | – | Sell |
-5,434
| Closed | -$261K | – | 486 |
|
|
2021
Q4 | $261K | Hold |
5,434
| – | – | 0.01% | 392 |
|
|
2021
Q3 | $252K | Hold |
5,434
| – | – | 0.01% | 395 |
|
|
2021
Q2 | $246K | Sell |
5,434
-1,000
| -16% | -$45.3K | 0.01% | 403 |
|
|
2021
Q1 | $251K | Sell |
6,434
-3,800
| -37% | -$148K | 0.02% | 388 |
|
|
2020
Q4 | $309K | Sell |
10,234
-3,450
| -25% | -$104K | 0.02% | 365 |
|
|
2020
Q3 | $322K | Sell |
13,684
-1,970
| -13% | -$46.4K | 0.02% | 341 |
|
|
2020
Q2 | $401K | Buy |
15,654
+2,502
| +19% | +$64.1K | 0.03% | 314 |
|
|
2020
Q1 | $377K | Sell |
13,152
-1,510
| -10% | -$43.3K | 0.04% | 301 |
|
|
2019
Q4 | $789K | Sell |
14,662
-800
| -5% | -$43.1K | 0.05% | 282 |
|
|
2019
Q3 | $780K | Sell |
15,462
-15,700
| -50% | -$792K | 0.06% | 269 |
|
|
2019
Q2 | $1.48M | Sell |
31,162
-37,712
| -55% | -$1.79M | 0.11% | 181 |
|
|
2019
Q1 | $3.33M | Buy |
68,874
+34,437
| +100% | +$1.66M | 0.13% | 151 |
|
|
2018
Q4 | $1.59M | Sell |
34,437
-12,455
| -27% | -$574K | 0.14% | 141 |
|
|
2018
Q3 | $2.47M | Hold |
46,892
| – | – | 0.2% | 102 |
|
|
2018
Q2 | $2.6M | Buy |
46,892
+5,638
| +14% | +$313K | 0.22% | 93 |
|
|
2018
Q1 | $2.16M | Sell |
41,254
-4,485
| -10% | -$235K | 0.19% | 106 |
|
|
2017
Q4 | $2.78M | Sell |
45,739
-1,818
| -4% | -$110K | 0.24% | 81 |
|
|
2017
Q3 | $2.62M | Sell |
47,557
-51
| -0.1% | -$2.81K | 0.23% | 85 |
|
|
2017
Q2 | $2.64M | Buy |
47,608
+1,036
| +2% | +$57.4K | 0.23% | 76 |
|
|
2017
Q1 | $2.59M | Buy |
46,572
+3,720
| +9% | +$207K | 0.23% | 75 |
|
|
2016
Q4 | $2.36M | Buy |
42,852
+34,895
| +439% | +$1.92M | 0.22% | 84 |
|
|
2016
Q3 | $352K | Sell |
7,957
-2,100
| -21% | -$92.9K | 0.03% | 357 |
|
|
2016
Q2 | $476K | Sell |
10,057
-506
| -5% | -$23.9K | 0.05% | 316 |
|
|
2016
Q1 | $511K | Hold |
10,563
| – | – | 0.05% | 297 |
|
|
2015
Q4 | $574K | Buy |
10,563
+2,700
| +34% | +$147K | 0.06% | 267 |
|
|
2015
Q3 | $404K | Hold |
7,863
| – | – | 0.04% | 339 |
|
|
2015
Q2 | $442K | Hold |
7,863
| – | – | 0.04% | 356 |
|
|
2015
Q1 | $428K | Hold |
7,863
| – | – | 0.03% | 366 |
|
|
2014
Q4 | $431K | Hold |
7,863
| – | – | 0.04% | 348 |
|
|
2014
Q3 | $408K | Buy |
+7,863
| New | +$408K | 0.04% | 329 |
|