Timber Creek Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-700
| Closed | -$41.6K | – | 143 |
|
|
2024
Q2 | $41.6K | Hold |
700
| – | – | 0.01% | 99 |
|
|
2024
Q1 | $40.6K | Hold |
700
| – | – | 0.01% | 102 |
|
|
2023
Q4 | $34.5K | Hold |
700
| – | – | 0.01% | 101 |
|
|
2023
Q3 | $28.6K | Hold |
700
| – | – | 0.01% | 98 |
|
|
2023
Q2 | $29.9K | Hold |
700
| – | – | 0.01% | 98 |
|
|
2023
Q1 | $26.2K | Hold |
700
| – | – | 0.01% | 99 |
|
|
2022
Q4 | $28.9K | Hold |
700
| – | – | 0.01% | 102 |
|
|
2022
Q3 | $28K | Hold |
700
| – | – | 0.01% | 102 |
|
|
2022
Q2 | $27K | Hold |
700
| – | – | 0.01% | 102 |
|
|
2022
Q1 | $33K | Hold |
700
| – | – | 0.01% | 95 |
|
|
2021
Q4 | $33K | Hold |
700
| – | – | 0.01% | 89 |
|
|
2021
Q3 | $32K | Hold |
700
| – | – | 0.01% | 90 |
|
|
2021
Q2 | $31K | Hold |
700
| – | – | 0.01% | 91 |
|
|
2021
Q1 | $27K | Hold |
700
| – | – | 0.01% | 92 |
|
|
2020
Q4 | $21K | Hold |
700
| – | – | 0.01% | 95 |
|
|
2020
Q3 | $16K | Sell |
700
-276
| -28% | -$6.31K | 0.01% | 97 |
|
|
2020
Q2 | $24K | Hold |
976
| – | – | 0.02% | 81 |
|
|
2020
Q1 | $28K | Hold |
976
| – | – | 0.02% | 87 |
|
|
2019
Q4 | $52K | Hold |
976
| – | – | 0.03% | 81 |
|
|
2019
Q3 | $49K | Hold |
976
| – | – | 0.03% | 81 |
|
|
2019
Q2 | $46K | Hold |
976
| – | – | 0.03% | 80 |
|
|
2019
Q1 | $47K | Hold |
976
| – | – | 0.03% | 80 |
|
|
2018
Q4 | $44K | Hold |
976
| – | – | 0.03% | 79 |
|
|
2018
Q3 | $51K | Hold |
976
| – | – | 0.03% | 78 |
|
|
2018
Q2 | $54K | Hold |
976
| – | – | 0.04% | 78 |
|
|
2018
Q1 | $51K | Hold |
976
| – | – | 0.03% | 81 |
|
|
2017
Q4 | $59K | Hold |
976
| – | – | 0.04% | 79 |
|
|
2017
Q3 | $53K | Sell |
976
-246
| -20% | -$13.4K | 0.04% | 82 |
|
|
2017
Q2 | $67K | Hold |
1,222
| – | – | 0.05% | 81 |
|
|
2017
Q1 | $68K | Buy |
1,222
+246
| +25% | +$13.7K | 0.05% | 72 |
|
|
2016
Q4 | $53K | Sell |
976
-2,057
| -68% | -$112K | 0.04% | 76 |
|
|
2016
Q3 | $134K | Buy |
3,033
+700
| +30% | +$30.9K | 0.11% | 54 |
|
|
2016
Q2 | $110K | Hold |
2,333
| – | – | 0.09% | 50 |
|
|
2016
Q1 | $112K | Hold |
2,333
| – | – | 0.1% | 49 |
|
|
2015
Q4 | $126K | Buy |
2,333
+757
| +48% | +$40.9K | 0.11% | 49 |
|
|
2015
Q3 | $80K | Hold |
1,576
| – | – | 0.07% | 54 |
|
|
2015
Q2 | $88K | Hold |
1,576
| – | – | 0.07% | 55 |
|
|
2015
Q1 | $85K | Hold |
1,576
| – | – | 0.07% | 53 |
|
|
2014
Q4 | $87K | Hold |
1,576
| – | – | 0.07% | 52 |
|
|
2014
Q3 | $81K | Hold |
1,576
| – | – | 0.07% | 51 |
|
|
2014
Q2 | $82K | Sell |
1,576
-800
| -34% | -$41.6K | 0.07% | 50 |
|
|
2014
Q1 | $118K | Hold |
2,376
| – | – | 0.11% | 44 |
|
|
2013
Q4 | $107K | Buy |
2,376
+250
| +12% | +$11.3K | 0.1% | 41 |
|
|
2013
Q3 | $87K | Hold |
2,126
| – | – | 0.08% | 45 |
|
|
2013
Q2 | $87K | Buy |
+2,126
| New | +$87K | 0.08% | 42 |
|