Van Hulzen Asset 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
Q1 | – | Sell |
-1,285
| Closed | -$90.3K | – | 1115 |
|
|
2024
Q4 | $90.3K | Buy |
+1,285
| New | +$90.3K | 0.01% | 407 |
|
|
2020
Q4 | – | Sell |
-16,098
| Closed | -$378K | – | 311 |
|
|
2020
Q3 | $378K | Sell |
16,098
-1,743
| -10% | -$40.9K | 0.06% | 165 |
|
|
2020
Q2 | $457K | Buy |
17,841
+2,626
| +17% | +$67.3K | 0.07% | 134 |
|
|
2020
Q1 | $437K | Sell |
15,215
-23,847
| -61% | -$685K | 0.09% | 129 |
|
|
2019
Q4 | $2.1M | Buy |
39,062
+29,634
| +314% | +$1.59M | 0.41% | 60 |
|
|
2019
Q3 | $476K | Hold |
9,428
| – | – | 0.1% | 145 |
|
|
2019
Q2 | $446K | Sell |
9,428
-789
| -8% | -$37.3K | 0.1% | 151 |
|
|
2019
Q1 | $494K | Sell |
10,217
-148
| -1% | -$7.16K | 0.13% | 112 |
|
|
2018
Q4 | $478K | Sell |
10,365
-127
| -1% | -$5.86K | 0.14% | 110 |
|
|
2018
Q3 | $551K | Buy |
10,492
+436
| +4% | +$22.9K | 0.15% | 113 |
|
|
2018
Q2 | $558K | Buy |
10,056
+38
| +0.4% | +$2.11K | 0.17% | 95 |
|
|
2018
Q1 | $525K | Sell |
10,018
-44,500
| -82% | -$2.33M | 0.16% | 108 |
|
|
2017
Q4 | $3.31M | Buy |
54,518
+5,205
| +11% | +$316K | 1.01% | 32 |
|
|
2017
Q3 | $2.72M | Buy |
49,313
+43,818
| +797% | +$2.42M | 0.92% | 43 |
|
|
2017
Q2 | $304K | Hold |
5,495
| – | – | 0.12% | 103 |
|
|
2017
Q1 | $306K | Sell |
5,495
-4,300
| -44% | -$239K | 0.14% | 102 |
|
|
2016
Q4 | $540K | Buy |
9,795
+98
| +1% | +$5.4K | 0.25% | 79 |
|
|
2016
Q3 | $429K | Sell |
9,697
-39,896
| -80% | -$1.77M | 0.23% | 77 |
|
|
2016
Q2 | $2.35M | Buy |
49,593
+16,006
| +48% | +$757K | 1.34% | 28 |
|
|
2016
Q1 | $1.62M | Buy |
33,587
+12,999
| +63% | +$629K | 0.92% | 41 |
|
|
2015
Q4 | $1.12M | Buy |
20,588
+11,154
| +118% | +$606K | 0.7% | 46 |
|
|
2015
Q3 | $484K | Buy |
9,434
+3,839
| +69% | +$197K | 0.31% | 67 |
|
|
2015
Q2 | $315K | Hold |
5,595
| – | – | 0.17% | 104 |
|
|
2015
Q1 | $304K | Buy |
5,595
+119
| +2% | +$6.47K | 0.19% | 103 |
|
|
2014
Q4 | $300K | Buy |
+5,476
| New | +$300K | 0.21% | 88 |
|
|
2014
Q2 | – | Sell |
-32,607
| Closed | -$1.62M | – | 92 |
|
|
2014
Q1 | $1.62M | Sell |
32,607
-38,829
| -54% | -$1.93M | 1.64% | 24 |
|
|
2013
Q4 | $3.24M | Buy |
+71,436
| New | +$3.24M | 2.8% | 6 |
|