Twin 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 | $6.42M | Buy |
80,148
+904
| +1% | +$72.4K | 0.68% | 28 |
|
|
2025
Q1 | $5.69M | Sell |
79,244
-1,480
| -2% | -$106K | 0.66% | 34 |
|
|
2024
Q4 | $5.67M | Buy |
80,724
+1,072
| +1% | +$75.3K | 0.62% | 29 |
|
|
2024
Q3 | $4.5M | Sell |
79,652
-891
| -1% | -$50.3K | 0.51% | 44 |
|
|
2024
Q2 | $4.78M | Buy |
80,543
+1,084
| +1% | +$64.4K | 0.56% | 36 |
|
|
2024
Q1 | $4.61M | Sell |
79,459
-5,157
| -6% | -$299K | 0.57% | 41 |
|
|
2023
Q4 | $4.16M | Sell |
84,616
-3,812
| -4% | -$188K | 0.55% | 45 |
|
|
2023
Q3 | $3.61M | Sell |
88,428
-4,071
| -4% | -$166K | 0.52% | 43 |
|
|
2023
Q2 | $3.95M | Buy |
92,499
+9,691
| +12% | +$414K | 0.51% | 43 |
|
|
2023
Q1 | $3.1M | Sell |
82,808
-11,457
| -12% | -$428K | 0.42% | 69 |
|
|
2022
Q4 | $3.89M | Sell |
94,265
-1,072
| -1% | -$44.3K | 0.5% | 52 |
|
|
2022
Q3 | $3.83M | Sell |
95,337
-805
| -0.8% | -$32.4K | 0.52% | 45 |
|
|
2022
Q2 | $3.77M | Buy |
96,142
+9,275
| +11% | +$363K | 0.48% | 55 |
|
|
2022
Q1 | $4.21M | Buy |
86,867
+17,633
| +25% | +$855K | 0.45% | 63 |
|
|
2021
Q4 | $3.32M | Sell |
69,234
-8,350
| -11% | -$401K | 0.33% | 103 |
|
|
2021
Q3 | $3.6M | Buy |
+77,584
| New | +$3.6M | 0.37% | 79 |
|
|
2020
Q3 | – | Sell |
-21,710
| Closed | -$556K | – | 296 |
|
|
2020
Q2 | $556K | Sell |
21,710
-66,911
| -76% | -$1.71M | 0.05% | 237 |
|
|
2020
Q1 | $2.54M | Sell |
88,621
-745
| -0.8% | -$21.4K | 0.28% | 115 |
|
|
2019
Q4 | $4.81M | Sell |
89,366
-28,780
| -24% | -$1.55M | 0.41% | 74 |
|
|
2019
Q3 | $5.96M | Sell |
118,146
-8,840
| -7% | -$446K | 0.43% | 76 |
|
|
2019
Q2 | $6.01M | Sell |
126,986
-79,129
| -38% | -$3.74M | 0.42% | 77 |
|
|
2019
Q1 | $9.96M | Buy |
206,115
+2,281
| +1% | +$110K | 0.49% | 56 |
|
|
2018
Q4 | $9.39M | Sell |
203,834
-1,910
| -0.9% | -$88K | 0.53% | 52 |
|
|
2018
Q3 | $10.8M | Sell |
205,744
-4,287
| -2% | -$225K | 0.5% | 56 |
|
|
2018
Q2 | $11.6M | Sell |
210,031
-9,189
| -4% | -$509K | 0.58% | 44 |
|
|
2018
Q1 | $11.5M | Buy |
219,220
+27,000
| +14% | +$1.42M | 0.59% | 47 |
|
|
2017
Q4 | $11.7M | Sell |
192,220
-58,720
| -23% | -$3.56M | 0.57% | 48 |
|
|
2017
Q3 | $13.8M | Buy |
250,940
+94,170
| +60% | +$5.19M | 0.73% | 33 |
|
|
2017
Q2 | $8.69M | Buy |
156,770
+5,930
| +4% | +$329K | 0.51% | 56 |
|
|
2017
Q1 | $8.4M | Sell |
150,840
-4,960
| -3% | -$276K | 0.52% | 54 |
|
|
2016
Q4 | $8.59M | Buy |
155,800
+4,360
| +3% | +$240K | 0.55% | 49 |
|
|
2016
Q3 | $6.71M | Sell |
151,440
-45,540
| -23% | -$2.02M | 0.45% | 65 |
|
|
2016
Q2 | $9.32M | Sell |
196,980
-59,490
| -23% | -$2.82M | 0.7% | 34 |
|
|
2016
Q1 | $12.4M | Buy |
256,470
+41,200
| +19% | +$1.99M | 0.96% | 21 |
|
|
2015
Q4 | $11.7M | Buy |
215,270
+7,420
| +4% | +$403K | 0.96% | 26 |
|
|
2015
Q3 | $10.7M | Buy |
207,850
+2,830
| +1% | +$145K | 1.01% | 22 |
|
|
2015
Q2 | $11.5M | Buy |
205,020
+7,150
| +4% | +$402K | 1.03% | 18 |
|
|
2015
Q1 | $10.8M | Sell |
197,870
-620
| -0.3% | -$33.7K | 0.94% | 20 |
|
|
2014
Q4 | $10.9M | Sell |
198,490
-55,970
| -22% | -$3.07M | 1.04% | 18 |
|
|
2014
Q3 | $13.2M | Buy |
254,460
+17,760
| +8% | +$921K | 1.34% | 12 |
|
|
2014
Q2 | $12.4M | Sell |
236,700
-6,630
| -3% | -$348K | 1.25% | 12 |
|
|
2014
Q1 | $12.1M | Buy |
243,330
+10,440
| +4% | +$519K | 1.28% | 11 |
|
|
2013
Q4 | $10.6M | Sell |
232,890
-16,950
| -7% | -$770K | 1.13% | 14 |
|
|
2013
Q3 | $10.3M | Sell |
249,840
-56,110
| -18% | -$2.32M | 1.1% | 15 |
|
|
2013
Q2 | $12.6M | Buy |
+305,950
| New | +$12.6M | 1.34% | 11 |
|