Tributary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $651K | Sell |
8,120
-100
| -1% | -$8.01K | 0.06% | 108 |
|
|
2025
Q1 | $590K | Sell |
8,220
-2,130
| -21% | -$153K | 0.05% | 112 |
|
|
2024
Q4 | $727K | Sell |
10,350
-450
| -4% | -$31.6K | 0.06% | 102 |
|
|
2024
Q3 | $610K | Sell |
10,800
-500
| -4% | -$28.2K | 0.05% | 108 |
|
|
2024
Q2 | $671K | Sell |
11,300
-350
| -3% | -$20.8K | 0.06% | 106 |
|
|
2024
Q1 | $675K | Buy |
11,650
+1,900
| +19% | +$110K | 0.06% | 108 |
|
|
2023
Q4 | $480K | Buy |
9,750
+1,000
| +11% | +$49.2K | 0.04% | 133 |
|
|
2023
Q3 | $358K | Sell |
8,750
-100
| -1% | -$4.09K | 0.03% | 143 |
|
|
2023
Q2 | $378K | Sell |
8,850
-200
| -2% | -$8.54K | 0.03% | 154 |
|
|
2023
Q1 | $338K | Sell |
9,050
-150
| -2% | -$5.61K | 0.03% | 151 |
|
|
2022
Q4 | $380K | Buy |
9,200
+1,575
| +21% | +$65.1K | 0.04% | 142 |
|
|
2022
Q3 | $307K | Sell |
7,625
-100
| -1% | -$4.03K | 0.03% | 148 |
|
|
2022
Q2 | $303K | Sell |
7,725
-275
| -3% | -$10.8K | 0.03% | 152 |
|
|
2022
Q1 | $388K | Sell |
8,000
-200
| -2% | -$9.7K | 0.03% | 202 |
|
|
2021
Q4 | $393K | Sell |
8,200
-300
| -4% | -$14.4K | 0.03% | 213 |
|
|
2021
Q3 | $394K | Sell |
8,500
-200
| -2% | -$9.27K | 0.03% | 210 |
|
|
2021
Q2 | $394K | Sell |
8,700
-400
| -4% | -$18.1K | 0.03% | 211 |
|
|
2021
Q1 | $356K | Buy |
9,100
+300
| +3% | +$11.7K | 0.03% | 201 |
|
|
2020
Q4 | $266K | Sell |
8,800
-600
| -6% | -$18.1K | 0.02% | 206 |
|
|
2020
Q3 | $221K | Sell |
9,400
-500
| -5% | -$11.8K | 0.02% | 203 |
|
|
2020
Q2 | $253K | Sell |
9,900
-200
| -2% | -$5.11K | 0.02% | 200 |
|
|
2020
Q1 | $290K | Sell |
10,100
-300
| -3% | -$8.61K | 0.03% | 188 |
|
|
2019
Q4 | $560K | Sell |
10,400
-400
| -4% | -$21.5K | 0.04% | 177 |
|
|
2019
Q3 | $545K | Sell |
10,800
-400
| -4% | -$20.2K | 0.04% | 171 |
|
|
2019
Q2 | $530K | Hold |
11,200
| – | – | 0.04% | 178 |
|
|
2019
Q1 | $541K | Buy |
11,200
+3,000
| +37% | +$145K | 0.04% | 174 |
|
|
2018
Q4 | $378K | Sell |
8,200
-500
| -6% | -$23K | 0.03% | 186 |
|
|
2018
Q3 | $457K | Buy |
8,700
+200
| +2% | +$10.5K | 0.03% | 192 |
|
|
2018
Q2 | $471K | Hold |
8,500
| – | – | 0.04% | 190 |
|
|
2018
Q1 | $445K | Buy |
8,500
+1,600
| +23% | +$83.8K | 0.04% | 182 |
|
|
2017
Q4 | $419K | Buy |
6,900
+1,600
| +30% | +$97.2K | 0.04% | 191 |
|
|
2017
Q3 | $292K | Buy |
5,300
+300
| +6% | +$16.5K | 0.03% | 189 |
|
|
2017
Q2 | $277K | Hold |
5,000
| – | – | 0.02% | 197 |
|
|
2017
Q1 | $278K | Buy |
+5,000
| New | +$278K | 0.03% | 193 |
|
|
2014
Q1 | – | Sell |
-28,000
| Closed | -$1.27M | – | 188 |
|
|
2013
Q4 | $1.27M | Hold |
28,000
| – | – | 0.25% | 149 |
|
|
2013
Q3 | $1.16M | Hold |
28,000
| – | – | 0.24% | 157 |
|
|
2013
Q2 | $1.16M | Buy |
+28,000
| New | +$1.16M | 0.19% | 195 |
|