Vaughan David Investments’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 | $370K | Buy |
4,613
+244
| +6% | +$19.6K | 0.01% | 177 |
|
|
2025
Q1 | $314K | Buy |
4,369
+336
| +8% | +$24.1K | 0.01% | 179 |
|
|
2024
Q4 | $283K | Buy |
4,033
+1
| +0% | +$70 | 0.01% | 184 |
|
|
2024
Q3 | $228K | Sell |
4,032
-813
| -17% | -$46K | 0.01% | 204 |
|
|
2024
Q2 | $288K | Hold |
4,845
| – | – | 0.01% | 181 |
|
|
2024
Q1 | $281K | Sell |
4,845
-300
| -6% | -$17.4K | 0.01% | 190 |
|
|
2023
Q4 | $253K | Buy |
+5,145
| New | +$253K | 0.01% | 185 |
|
|
2022
Q2 | – | Sell |
-4,706
| Closed | -$228K | – | 198 |
|
|
2022
Q1 | $228K | Sell |
4,706
-260
| -5% | -$12.6K | 0.01% | 189 |
|
|
2021
Q4 | $238K | Hold |
4,966
| – | – | 0.01% | 185 |
|
|
2021
Q3 | $230K | Sell |
4,966
-1,100
| -18% | -$50.9K | 0.01% | 180 |
|
|
2021
Q2 | $275K | Sell |
6,066
-2,630
| -30% | -$119K | 0.01% | 176 |
|
|
2021
Q1 | $340K | Sell |
8,696
-2,799
| -24% | -$109K | 0.01% | 157 |
|
|
2020
Q4 | $347K | Sell |
11,495
-3,505
| -23% | -$106K | 0.01% | 155 |
|
|
2020
Q3 | $353K | Sell |
15,000
-600
| -4% | -$14.1K | 0.01% | 147 |
|
|
2020
Q2 | $399K | Sell |
15,600
-510,746
| -97% | -$13.1M | 0.02% | 141 |
|
|
2020
Q1 | $15.1M | Buy |
526,346
+20,352
| +4% | +$584K | 0.7% | 71 |
|
|
2019
Q4 | $27.2M | Buy |
505,994
+3,447
| +0.7% | +$185K | 1% | 45 |
|
|
2019
Q3 | $25.3M | Buy |
502,547
+7,205
| +1% | +$363K | 0.97% | 49 |
|
|
2019
Q2 | $23.4M | Buy |
495,342
+10,130
| +2% | +$479K | 0.93% | 59 |
|
|
2019
Q1 | $23.4M | Buy |
485,212
+6,782
| +1% | +$328K | 0.99% | 47 |
|
|
2018
Q4 | $22M | Sell |
478,430
-22,035
| -4% | -$1.02M | 1.03% | 41 |
|
|
2018
Q3 | $26.3M | Sell |
500,465
-686
| -0.1% | -$36.1K | 1.11% | 32 |
|
|
2018
Q2 | $27.8M | Buy |
501,151
+6,983
| +1% | +$387K | 1.29% | 20 |
|
|
2018
Q1 | $25.9M | Buy |
494,168
+5,225
| +1% | +$274K | 1.23% | 30 |
|
|
2017
Q4 | $29.7M | Buy |
488,943
+7,625
| +2% | +$463K | 1.38% | 18 |
|
|
2017
Q3 | $26.5M | Sell |
481,318
-1,981
| -0.4% | -$109K | 1.3% | 22 |
|
|
2017
Q2 | $26.8M | Buy |
483,299
+13,708
| +3% | +$760K | 1.35% | 19 |
|
|
2017
Q1 | $26.1M | Sell |
469,591
-530
| -0.1% | -$29.5K | 1.35% | 19 |
|
|
2016
Q4 | $25.9M | Buy |
470,121
+1,744
| +0.4% | +$96.1K | 1.38% | 15 |
|
|
2016
Q3 | $20.7M | Buy |
468,377
+4,289
| +0.9% | +$190K | 1.13% | 42 |
|
|
2016
Q2 | $22M | Buy |
464,088
+5,245
| +1% | +$248K | 1.21% | 37 |
|
|
2016
Q1 | $22.2M | Buy |
458,843
+4,699
| +1% | +$227K | 1.26% | 30 |
|
|
2015
Q4 | $24.7M | Buy |
454,144
+1,570
| +0.3% | +$85.3K | 1.48% | 12 |
|
|
2015
Q3 | $23.2M | Buy |
452,574
+1,594
| +0.4% | +$81.9K | 1.47% | 13 |
|
|
2015
Q2 | $25.4M | Buy |
450,980
+2,293
| +0.5% | +$129K | 1.5% | 15 |
|
|
2015
Q1 | $24.4M | Buy |
448,687
+3,308
| +0.7% | +$180K | 1.45% | 17 |
|
|
2014
Q4 | $24.4M | Buy |
445,379
+4,815
| +1% | +$264K | 1.41% | 16 |
|
|
2014
Q3 | $22.9M | Sell |
440,564
-1,541
| -0.3% | -$79.9K | 1.39% | 20 |
|
|
2014
Q2 | $23.2M | Sell |
442,105
-16,015
| -3% | -$842K | 1.39% | 19 |
|
|
2014
Q1 | $22.8M | Sell |
458,120
-108
| -0% | -$5.37K | 1.42% | 19 |
|
|
2013
Q4 | $20.8M | Sell |
458,228
-3,793
| -0.8% | -$172K | 1.34% | 28 |
|
|
2013
Q3 | $19.1M | Sell |
462,021
-1,969
| -0.4% | -$81.4K | 1.33% | 29 |
|
|
2013
Q2 | $19.1M | Buy |
+463,990
| New | +$19.1M | 1.35% | 23 |
|