Verity & Verity’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 | $339K | Hold |
4,230
| – | – | 0.03% | 112 |
|
|
2025
Q1 | $304K | Sell |
4,230
-645
| -13% | -$46.3K | 0.03% | 111 |
|
|
2024
Q4 | $342K | Hold |
4,875
| – | – | 0.03% | 112 |
|
|
2024
Q3 | $275K | Sell |
4,875
-126
| -3% | -$7.12K | 0.03% | 105 |
|
|
2024
Q2 | $297K | Hold |
5,001
| – | – | 0.03% | 98 |
|
|
2024
Q1 | $290K | Sell |
5,001
-4,509
| -47% | -$261K | 0.03% | 98 |
|
|
2023
Q4 | $468K | Hold |
9,510
| – | – | 0.05% | 78 |
|
|
2023
Q3 | $389K | Hold |
9,510
| – | – | 0.05% | 77 |
|
|
2023
Q2 | $406K | Hold |
9,510
| – | – | 0.05% | 78 |
|
|
2023
Q1 | $355K | Sell |
9,510
-5,677
| -37% | -$212K | 0.05% | 95 |
|
|
2022
Q4 | $627K | Buy |
15,187
+9,677
| +176% | +$400K | 0.08% | 92 |
|
|
2022
Q3 | $222K | Hold |
5,510
| – | – | 0.04% | 95 |
|
|
2022
Q2 | $216K | Hold |
5,510
| – | – | 0.03% | 94 |
|
|
2022
Q1 | $267K | Buy |
+5,510
| New | +$267K | 0.04% | 93 |
|
|
2019
Q2 | – | Sell |
-113,885
| Closed | -$5.5M | – | 124 |
|
|
2019
Q1 | $5.5M | Sell |
113,885
-36,139
| -24% | -$1.75M | 1.26% | 30 |
|
|
2018
Q4 | $6.91M | Buy |
150,024
+2,996
| +2% | +$138K | 1.85% | 19 |
|
|
2018
Q3 | $7.73M | Sell |
147,028
-1,795
| -1% | -$94.3K | 1.86% | 19 |
|
|
2018
Q2 | $8.25M | Sell |
148,823
-12,740
| -8% | -$706K | 2.14% | 14 |
|
|
2018
Q1 | $8.47M | Buy |
161,563
+2,735
| +2% | +$143K | 2.28% | 13 |
|
|
2017
Q4 | $9.64M | Buy |
158,828
+4,508
| +3% | +$273K | 2.59% | 5 |
|
|
2017
Q3 | $8.51M | Buy |
154,320
+2,122
| +1% | +$117K | 2.48% | 8 |
|
|
2017
Q2 | $8.43M | Buy |
152,198
+1,898
| +1% | +$105K | 2.59% | 7 |
|
|
2017
Q1 | $8.37M | Buy |
150,300
+5,796
| +4% | +$323K | 2.6% | 6 |
|
|
2016
Q4 | $7.96M | Buy |
144,504
+1,285
| +0.9% | +$70.8K | 2.77% | 4 |
|
|
2016
Q3 | $6.34M | Buy |
143,219
+4,483
| +3% | +$199K | 2.33% | 10 |
|
|
2016
Q2 | $6.57M | Buy |
138,736
+44,666
| +47% | +$2.11M | 2.53% | 4 |
|
|
2016
Q1 | $4.55M | Buy |
94,070
+5,298
| +6% | +$256K | 1.93% | 21 |
|
|
2015
Q4 | $4.83M | Buy |
88,772
+2,905
| +3% | +$158K | 2.19% | 8 |
|
|
2015
Q3 | $4.36M | Buy |
85,867
+2,249
| +3% | +$114K | 2.13% | 9 |
|
|
2015
Q2 | $4.7M | Sell |
83,618
-554
| -0.7% | -$31.2K | 2.27% | 7 |
|
|
2015
Q1 | $4.58M | Buy |
84,172
+5,113
| +6% | +$278K | 2.1% | 10 |
|
|
2014
Q4 | $4.33M | Sell |
79,059
-733
| -0.9% | -$40.2K | 2.06% | 15 |
|
|
2014
Q3 | $4.14M | Sell |
79,792
-1,045
| -1% | -$54.2K | 2.07% | 12 |
|
|
2014
Q2 | $4.25M | Buy |
80,837
+2,199
| +3% | +$116K | 2.18% | 9 |
|
|
2014
Q1 | $3.91M | Buy |
78,638
+526
| +0.7% | +$26.2K | 2.12% | 11 |
|
|
2013
Q4 | $3.55M | Sell |
78,112
-4,096
| -5% | -$186K | 1.96% | 15 |
|
|
2013
Q3 | $3.4M | Buy |
82,208
+2,140
| +3% | +$88.4K | 1.95% | 14 |
|
|
2013
Q2 | $3.3M | Buy |
+80,068
| New | +$3.3M | 2.02% | 8 |
|