The Family Firm’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 | – | Sell |
-6,080
| Closed | -$436K | – | 203 |
|
|
2025
Q1 | $436K | Sell |
6,080
-179
| -3% | -$12.9K | 0.1% | 128 |
|
|
2024
Q4 | $440K | Buy |
6,259
+4
| +0.1% | +$281 | 0.1% | 127 |
|
|
2024
Q3 | $353K | Buy |
6,255
+191
| +3% | +$10.8K | 0.08% | 148 |
|
|
2024
Q2 | $360K | Sell |
6,064
-82
| -1% | -$4.87K | 0.08% | 137 |
|
|
2024
Q1 | $356K | Buy |
6,146
+481
| +8% | +$27.9K | 0.09% | 142 |
|
|
2023
Q4 | $279K | Buy |
5,665
+7
| +0.1% | +$345 | 0.07% | 152 |
|
|
2023
Q3 | $231K | Buy |
5,658
+7
| +0.1% | +$286 | 0.06% | 158 |
|
|
2023
Q2 | $241K | Sell |
5,651
-85
| -1% | -$3.63K | 0.06% | 162 |
|
|
2023
Q1 | $214K | Buy |
5,736
+92
| +2% | +$3.44K | 0.06% | 171 |
|
|
2022
Q4 | $233K | Buy |
5,644
+6
| +0.1% | +$248 | 0.07% | 165 |
|
|
2022
Q3 | $227K | Sell |
5,638
-989
| -15% | -$39.8K | 0.07% | 158 |
|
|
2022
Q2 | $260K | Buy |
6,627
+4
| +0.1% | +$157 | 0.08% | 158 |
|
|
2022
Q1 | $321K | Buy |
6,623
+4
| +0.1% | +$194 | 0.08% | 140 |
|
|
2021
Q4 | $318K | Buy |
6,619
+3
| +0% | +$144 | 0.08% | 136 |
|
|
2021
Q3 | $332K | Buy |
6,616
+4
| +0.1% | +$201 | 0.09% | 131 |
|
|
2021
Q2 | $299K | Sell |
6,612
-177
| -3% | -$8K | 0.08% | 136 |
|
|
2021
Q1 | $265K | Buy |
6,789
+2
| +0% | +$78 | 0.08% | 143 |
|
|
2020
Q4 | $217K | Buy |
+6,787
| New | +$217K | 0.06% | 156 |
|
|
2020
Q1 | – | Sell |
-10,261
| Closed | -$552K | – | 146 |
|
|
2019
Q4 | $552K | Sell |
10,261
-22
| -0.2% | -$1.18K | 0.19% | 80 |
|
|
2019
Q3 | $519K | Sell |
10,283
-903
| -8% | -$45.6K | 0.18% | 79 |
|
|
2019
Q2 | $529K | Buy |
11,186
+4
| +0% | +$189 | 0.19% | 76 |
|
|
2019
Q1 | $540K | Buy |
11,182
+29
| +0.3% | +$1.4K | 0.2% | 74 |
|
|
2018
Q4 | $514K | Buy |
11,153
+3
| +0% | +$138 | 0.21% | 68 |
|
|
2018
Q3 | $586K | Buy |
11,150
+117
| +1% | +$6.15K | 0.21% | 69 |
|
|
2018
Q2 | $612K | Sell |
11,033
-121
| -1% | -$6.71K | 0.23% | 66 |
|
|
2018
Q1 | $585K | Sell |
11,154
-54
| -0.5% | -$2.83K | 0.23% | 65 |
|
|
2017
Q4 | $680K | Buy |
11,208
+2
| +0% | +$121 | 0.27% | 58 |
|
|
2017
Q3 | $618K | Buy |
11,206
+3
| +0% | +$165 | 0.26% | 59 |
|
|
2017
Q2 | $621K | Buy |
11,203
+1,736
| +18% | +$96.2K | 0.27% | 59 |
|
|
2017
Q1 | $527K | Buy |
9,467
+91
| +1% | +$5.07K | 0.25% | 61 |
|
|
2016
Q4 | $517K | Sell |
9,376
-698
| -7% | -$38.5K | 0.24% | 63 |
|
|
2016
Q3 | $446K | Buy |
10,074
+746
| +8% | +$33K | 0.21% | 67 |
|
|
2016
Q2 | $441K | Buy |
9,328
+21
| +0.2% | +$993 | 0.22% | 63 |
|
|
2016
Q1 | $450K | Sell |
9,307
-359
| -4% | -$17.4K | 0.23% | 64 |
|
|
2015
Q4 | $525K | Sell |
9,666
-35
| -0.4% | -$1.9K | 0.28% | 62 |
|
|
2015
Q3 | $498K | Hold |
9,701
| – | – | 0.27% | 62 |
|
|
2015
Q2 | $546K | Sell |
9,701
-1,923
| -17% | -$108K | 0.28% | 56 |
|
|
2015
Q1 | $632K | Buy |
11,624
+67
| +0.6% | +$3.64K | 0.32% | 48 |
|
|
2014
Q4 | $634K | Buy |
+11,557
| New | +$634K | 0.33% | 49 |
|