TIM
Thompson Investment Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Hold |
6,677
| – | – | 0.08% | 124 |
|
|
2025
Q1 | $479K | Sell |
6,677
-335
| -5% | -$24.1K | 0.07% | 127 |
|
|
2024
Q4 | $493K | Sell |
7,012
-1,036
| -13% | -$72.8K | 0.07% | 132 |
|
|
2024
Q3 | $455K | Sell |
8,048
-1,594
| -17% | -$90K | 0.06% | 132 |
|
|
2024
Q2 | $573K | Sell |
9,642
-31,472
| -77% | -$1.87M | 0.09% | 118 |
|
|
2024
Q1 | $2.38M | Sell |
41,114
-73,262
| -64% | -$4.25M | 0.36% | 84 |
|
|
2023
Q4 | $5.63M | Sell |
114,376
-1,423
| -1% | -$70K | 0.91% | 40 |
|
|
2023
Q3 | $4.73M | Sell |
115,799
-2,708
| -2% | -$111K | 0.84% | 46 |
|
|
2023
Q2 | $5.06M | Buy |
118,507
+1,338
| +1% | +$57.1K | 0.82% | 45 |
|
|
2023
Q1 | $4.38M | Buy |
117,169
+2,964
| +3% | +$111K | 0.74% | 53 |
|
|
2022
Q4 | $4.72M | Sell |
114,205
-5,263
| -4% | -$217K | 0.87% | 46 |
|
|
2022
Q3 | $4.81M | Buy |
119,468
+692
| +0.6% | +$27.8K | 0.93% | 41 |
|
|
2022
Q2 | $4.65M | Buy |
118,776
+8,870
| +8% | +$347K | 0.81% | 46 |
|
|
2022
Q1 | $5.33M | Sell |
109,906
-4,527
| -4% | -$219K | 0.78% | 48 |
|
|
2021
Q4 | $5.49M | Sell |
114,433
-6,798
| -6% | -$326K | 0.78% | 49 |
|
|
2021
Q3 | $5.63M | Sell |
121,231
-4,899
| -4% | -$227K | 0.84% | 45 |
|
|
2021
Q2 | $5.71M | Sell |
126,130
-3,395
| -3% | -$154K | 0.83% | 42 |
|
|
2021
Q1 | $5.06M | Buy |
129,525
+2,030
| +2% | +$79.3K | 0.76% | 48 |
|
|
2020
Q4 | $3.85M | Buy |
127,495
+15,338
| +14% | +$463K | 0.65% | 60 |
|
|
2020
Q3 | $2.64M | Buy |
112,157
+8,106
| +8% | +$191K | 0.49% | 71 |
|
|
2020
Q2 | $2.66M | Buy |
104,051
+10,194
| +11% | +$261K | 0.52% | 68 |
|
|
2020
Q1 | $2.69M | Buy |
93,857
+89,772
| +2,198% | +$2.58M | 0.6% | 55 |
|
|
2019
Q4 | $220K | Sell |
4,085
-900
| -18% | -$48.5K | 0.04% | 180 |
|
|
2019
Q3 | $251K | Buy |
4,985
+485
| +11% | +$24.4K | 0.05% | 165 |
|
|
2019
Q2 | $213K | Hold |
4,500
| – | – | 0.04% | 176 |
|
|
2019
Q1 | $217K | Hold |
4,500
| – | – | 0.04% | 174 |
|
|
2018
Q4 | $207K | Sell |
4,500
-300
| -6% | -$13.8K | 0.05% | 161 |
|
|
2018
Q3 | $252K | Hold |
4,800
| – | – | 0.04% | 162 |
|
|
2018
Q2 | $266K | Hold |
4,800
| – | – | 0.05% | 160 |
|
|
2018
Q1 | $252K | Hold |
4,800
| – | – | 0.05% | 161 |
|
|
2017
Q4 | $291K | Sell |
4,800
-99
| -2% | -$6K | 0.05% | 156 |
|
|
2017
Q3 | $270K | Hold |
4,899
| – | – | 0.05% | 159 |
|
|
2017
Q2 | $271K | Sell |
4,899
-1,000
| -17% | -$55.3K | 0.05% | 155 |
|
|
2017
Q1 | $328K | Sell |
5,899
-2,538
| -30% | -$141K | 0.06% | 146 |
|
|
2016
Q4 | $465K | Sell |
8,437
-300
| -3% | -$16.5K | 0.09% | 128 |
|
|
2016
Q3 | $387K | Hold |
8,737
| – | – | 0.07% | 135 |
|
|
2016
Q2 | $414K | Buy |
8,737
+925
| +12% | +$43.8K | 0.08% | 127 |
|
|
2016
Q1 | $378K | Hold |
7,812
| – | – | 0.08% | 127 |
|
|
2015
Q4 | $425K | Hold |
7,812
| – | – | 0.09% | 120 |
|
|
2015
Q3 | $401K | Sell |
7,812
-550
| -7% | -$28.2K | 0.09% | 126 |
|
|
2015
Q2 | $470K | Sell |
8,362
-1,626
| -16% | -$91.4K | 0.09% | 117 |
|
|
2015
Q1 | $544K | Sell |
9,988
-1,325
| -12% | -$72.2K | 0.1% | 114 |
|
|
2014
Q4 | $620K | Hold |
11,313
| – | – | 0.12% | 109 |
|
|
2014
Q3 | $601K | Sell |
11,313
-275
| -2% | -$14.6K | 0.12% | 111 |
|
|
2014
Q2 | $609K | Sell |
11,588
-1,401
| -11% | -$73.6K | 0.12% | 111 |
|
|
2014
Q1 | $646K | Buy |
12,989
+500
| +4% | +$24.9K | 0.13% | 109 |
|
|
2013
Q4 | $567K | Sell |
12,489
-125
| -1% | -$5.68K | 0.11% | 113 |
|
|
2013
Q3 | $521K | Sell |
12,614
-435
| -3% | -$18K | 0.11% | 116 |
|
|
2013
Q2 | $539K | Buy |
+13,049
| New | +$539K | 0.12% | 110 |
|