TIM
Tortoise Investment Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.9K | Buy |
598
+148
| +33% | +$11.9K | ﹤0.01% | 387 |
|
|
2025
Q1 | $32.3K | Sell |
450
-400
| -47% | -$28.7K | ﹤0.01% | 430 |
|
|
2024
Q4 | $59.7K | Buy |
850
+22
| +3% | +$1.55K | 0.01% | 390 |
|
|
2024
Q3 | $46.8K | Sell |
828
-52
| -6% | -$2.94K | ﹤0.01% | 419 |
|
|
2024
Q2 | $52.3K | Hold |
880
| – | – | 0.01% | 382 |
|
|
2024
Q1 | $51K | Buy |
880
+80
| +10% | +$4.64K | 0.01% | 376 |
|
|
2023
Q4 | $39.4K | Sell |
800
-21
| -3% | -$1.03K | 0.01% | 388 |
|
|
2023
Q3 | $33.5K | Buy |
821
+21
| +3% | +$858 | 0.01% | 392 |
|
|
2023
Q2 | $34.1K | Hold |
800
| – | – | 0.01% | 393 |
|
|
2023
Q1 | $29.9K | Hold |
800
| – | – | ﹤0.01% | 402 |
|
|
2022
Q4 | $33K | Hold |
800
| – | – | 0.01% | 377 |
|
|
2022
Q3 | $32K | Hold |
800
| – | – | 0.01% | 366 |
|
|
2022
Q2 | $31K | Buy |
800
+400
| +100% | +$15.5K | 0.01% | 359 |
|
|
2022
Q1 | $19K | Hold |
400
| – | – | ﹤0.01% | 435 |
|
|
2021
Q4 | $19K | Hold |
400
| – | – | ﹤0.01% | 412 |
|
|
2021
Q3 | $19K | Hold |
400
| – | – | ﹤0.01% | 391 |
|
|
2021
Q2 | $18K | Hold |
400
| – | – | ﹤0.01% | 389 |
|
|
2021
Q1 | $16K | Buy |
400
+350
| +700% | +$14K | ﹤0.01% | 383 |
|
|
2020
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 516 |
|
|
2019
Q4 | – | Sell |
-373
| Closed | -$19K | – | 615 |
|
|
2019
Q3 | $19K | Sell |
373
-674
| -64% | -$34.3K | ﹤0.01% | 327 |
|
|
2019
Q2 | $50K | Buy |
1,047
+17
| +2% | +$812 | 0.01% | 258 |
|
|
2019
Q1 | $50K | Buy |
1,030
+271
| +36% | +$13.2K | 0.01% | 250 |
|
|
2018
Q4 | $35K | Hold |
759
| – | – | 0.01% | 265 |
|
|
2018
Q3 | $40K | Sell |
759
-88
| -10% | -$4.64K | 0.01% | 261 |
|
|
2018
Q2 | $47K | Buy |
847
+88
| +12% | +$4.88K | 0.01% | 250 |
|
|
2018
Q1 | $40K | Sell |
759
-68
| -8% | -$3.58K | 0.01% | 263 |
|
|
2017
Q4 | $50K | Buy |
827
+195
| +31% | +$11.8K | 0.01% | 245 |
|
|
2017
Q3 | $35K | Sell |
632
-156
| -20% | -$8.64K | 0.01% | 257 |
|
|
2017
Q2 | $44K | Buy |
788
+264
| +50% | +$14.7K | 0.01% | 231 |
|
|
2017
Q1 | $29K | Buy |
524
+224
| +75% | +$12.4K | 0.01% | 244 |
|
|
2016
Q4 | $17K | Hold |
300
| – | – | 0.01% | 284 |
|
|
2016
Q3 | $13K | Sell |
300
-125
| -29% | -$5.42K | ﹤0.01% | 281 |
|
|
2016
Q2 | $20K | Buy |
425
+225
| +113% | +$10.6K | 0.01% | 257 |
|
|
2016
Q1 | $10K | Sell |
200
-165
| -45% | -$8.25K | ﹤0.01% | 285 |
|
|
2015
Q4 | $20K | Hold |
365
| – | – | 0.01% | 265 |
|
|
2015
Q3 | $19K | Sell |
365
-105
| -22% | -$5.47K | 0.01% | 258 |
|
|
2015
Q2 | $26K | Sell |
470
-43
| -8% | -$2.38K | 0.01% | 251 |
|
|
2015
Q1 | $28K | Hold |
513
| – | – | 0.01% | 242 |
|
|
2014
Q4 | $28K | Buy |
513
+313
| +157% | +$17.1K | 0.01% | 255 |
|
|
2014
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 297 |
|
|
2014
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 309 |
|
|
2014
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 266 |
|
|
2013
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 248 |
|
|
2013
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 245 |
|
|
2013
Q2 | $8K | Buy |
+200
| New | +$8K | 0.01% | 245 |
|