Tower Bridge Advisors’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 | $3.11M | Buy |
38,876
+400
| +1% | +$32K | 0.33% | 74 |
|
|
2025
Q1 | $2.76M | Buy |
38,476
+3,030
| +9% | +$218K | 0.31% | 79 |
|
|
2024
Q4 | $2.49M | Sell |
35,446
-1,200
| -3% | -$84.3K | 0.27% | 84 |
|
|
2024
Q3 | $2.07M | Sell |
36,646
-3,075
| -8% | -$174K | 0.21% | 94 |
|
|
2024
Q2 | $2.36M | Sell |
39,721
-750
| -2% | -$44.5K | 0.26% | 87 |
|
|
2024
Q1 | $2.35M | Sell |
40,471
-90,667
| -69% | -$5.26M | 0.24% | 96 |
|
|
2023
Q4 | $6.45M | Sell |
131,138
-1,315
| -1% | -$64.7K | 0.56% | 56 |
|
|
2023
Q3 | $5.41M | Buy |
132,453
+11,944
| +10% | +$488K | 0.5% | 60 |
|
|
2023
Q2 | $5.14M | Sell |
120,509
-2,351
| -2% | -$100K | 0.47% | 64 |
|
|
2023
Q1 | $4.59M | Buy |
122,860
+105,635
| +613% | +$3.95M | 0.38% | 75 |
|
|
2022
Q4 | $711K | Buy |
17,225
+875
| +5% | +$36.1K | 0.06% | 161 |
|
|
2022
Q3 | $658K | Sell |
16,350
-3,300
| -17% | -$133K | 0.06% | 162 |
|
|
2022
Q2 | $770K | Sell |
19,650
-300
| -2% | -$11.8K | 0.06% | 153 |
|
|
2022
Q1 | $967K | Sell |
19,950
-800
| -4% | -$38.8K | 0.06% | 160 |
|
|
2021
Q4 | $996K | Hold |
20,750
| – | – | 0.06% | 161 |
|
|
2021
Q3 | $963K | Sell |
20,750
-200
| -1% | -$9.28K | 0.06% | 157 |
|
|
2021
Q2 | $949K | Buy |
20,950
+8,300
| +66% | +$376K | 0.06% | 157 |
|
|
2021
Q1 | $494K | Sell |
12,650
-9,594
| -43% | -$375K | 0.04% | 180 |
|
|
2020
Q4 | $671K | Buy |
22,244
+4,698
| +27% | +$142K | 0.05% | 162 |
|
|
2020
Q3 | $413K | Hold |
17,546
| – | – | 0.04% | 143 |
|
|
2020
Q2 | $449K | Sell |
17,546
-3,800
| -18% | -$97.3K | 0.05% | 139 |
|
|
2020
Q1 | $613K | Hold |
21,346
| – | – | 0.08% | 123 |
|
|
2019
Q4 | $1.15M | Buy |
21,346
+3,800
| +22% | +$204K | 0.12% | 112 |
|
|
2019
Q3 | $949K | Sell |
17,546
-2,887
| -14% | -$156K | 0.1% | 121 |
|
|
2019
Q2 | $967K | Buy |
20,433
+75
| +0.4% | +$3.55K | 0.11% | 123 |
|
|
2019
Q1 | $984K | Hold |
20,358
| – | – | 0.11% | 117 |
|
|
2018
Q4 | $938K | Sell |
20,358
-3,896
| -16% | -$180K | 0.12% | 112 |
|
|
2018
Q3 | $1.27M | Sell |
24,254
-250
| -1% | -$13.1K | 0.13% | 114 |
|
|
2018
Q2 | $1.36M | Sell |
24,504
-75
| -0.3% | -$4.16K | 0.15% | 109 |
|
|
2018
Q1 | $1.29M | Sell |
24,579
-1,938
| -7% | -$102K | 0.14% | 111 |
|
|
2017
Q4 | $1.61M | Sell |
26,517
-773
| -3% | -$46.9K | 0.17% | 101 |
|
|
2017
Q3 | $1.51M | Sell |
27,290
-2,296
| -8% | -$127K | 0.17% | 99 |
|
|
2017
Q2 | $1.64M | Sell |
29,586
-993
| -3% | -$55K | 0.19% | 96 |
|
|
2017
Q1 | $1.7M | Sell |
30,579
-395
| -1% | -$22K | 0.2% | 99 |
|
|
2016
Q4 | $1.71M | Sell |
30,974
-3,200
| -9% | -$176K | 0.21% | 95 |
|
|
2016
Q3 | $1.51M | Sell |
34,174
-3,471
| -9% | -$154K | 0.18% | 99 |
|
|
2016
Q2 | $1.78M | Sell |
37,645
-375
| -1% | -$17.7K | 0.22% | 98 |
|
|
2016
Q1 | $1.84M | Buy |
38,020
+2,805
| +8% | +$136K | 0.23% | 94 |
|
|
2015
Q4 | $1.91M | Buy |
35,215
+482
| +1% | +$26.2K | 0.25% | 92 |
|
|
2015
Q3 | $1.78M | Sell |
34,733
-100
| -0.3% | -$5.14K | 0.25% | 91 |
|
|
2015
Q2 | $1.96M | Buy |
34,833
+30
| +0.1% | +$1.69K | 0.25% | 94 |
|
|
2015
Q1 | $1.89M | Buy |
34,803
+1,924
| +6% | +$105K | 0.24% | 94 |
|
|
2014
Q4 | $1.8M | Sell |
32,879
-81
| -0.2% | -$4.44K | 0.22% | 95 |
|
|
2014
Q3 | $1.71M | Buy |
32,960
+780
| +2% | +$40.5K | 0.22% | 91 |
|
|
2014
Q2 | $1.69M | Sell |
32,180
-365
| -1% | -$19.2K | 0.21% | 90 |
|
|
2014
Q1 | $1.62M | Sell |
32,545
-2,331
| -7% | -$116K | 0.21% | 90 |
|
|
2013
Q4 | $1.58M | Sell |
34,876
-161
| -0.5% | -$7.31K | 0.21% | 90 |
|
|
2013
Q3 | $1.45M | Buy |
35,037
+496
| +1% | +$20.5K | 0.21% | 94 |
|
|
2013
Q2 | $1.43M | Buy |
+34,541
| New | +$1.43M | 0.21% | 95 |
|