Vestor Capital’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 | $43K | Sell |
434
-265,964
| -100% | -$26.4M | ﹤0.01% | 266 |
|
2025
Q1 | $19.1M | Buy |
266,398
+97,031
| +57% | +$6.97M | 1.57% | 19 |
|
2024
Q4 | $11.9M | Buy |
+169,367
| New | +$11.9M | 0.91% | 28 |
|
2020
Q1 | $48K | Sell |
1,668
-206
| -11% | -$5.93K | 0.01% | 125 |
|
2019
Q4 | $101K | Hold |
1,874
| – | – | 0.02% | 114 |
|
2019
Q3 | $95K | Sell |
1,874
-50
| -3% | -$2.54K | 0.02% | 103 |
|
2019
Q2 | $91K | Sell |
1,924
-1,843
| -49% | -$87.2K | 0.02% | 89 |
|
2019
Q1 | $182K | Buy |
3,767
+1,723
| +84% | +$83.2K | 0.03% | 81 |
|
2018
Q4 | $94K | Buy |
2,044
+91
| +5% | +$4.19K | 0.02% | 83 |
|
2018
Q3 | $103K | Hold |
1,953
| – | – | 0.02% | 88 |
|
2018
Q2 | $108K | Hold |
1,953
| – | – | 0.02% | 88 |
|
2018
Q1 | $102K | Sell |
1,953
-7,369
| -79% | -$385K | 0.02% | 90 |
|
2017
Q4 | $566K | Sell |
9,322
-2,085
| -18% | -$127K | 0.12% | 73 |
|
2017
Q3 | $629K | Sell |
11,407
-160,281
| -93% | -$8.84M | 0.14% | 72 |
|
2017
Q2 | $9.51M | Buy |
171,688
+903
| +0.5% | +$50K | 2.31% | 14 |
|
2017
Q1 | $9.51M | Buy |
170,785
+3,560
| +2% | +$198K | 2.06% | 12 |
|
2016
Q4 | $9.22M | Buy |
167,225
+88
| +0.1% | +$4.85K | 2.45% | 11 |
|
2016
Q3 | $7.4M | Buy |
167,137
+2,030
| +1% | +$89.9K | 2.02% | 23 |
|
2016
Q2 | $7.82M | Sell |
165,107
-1,240
| -0.7% | -$58.7K | 2.22% | 19 |
|
2016
Q1 | $8.05M | Buy |
166,347
+994
| +0.6% | +$48.1K | 2.35% | 14 |
|
2015
Q4 | $8.99M | Sell |
165,353
-309
| -0.2% | -$16.8K | 2.65% | 9 |
|
2015
Q3 | $8.51M | Buy |
165,662
+379
| +0.2% | +$19.5K | 2.7% | 9 |
|
2015
Q2 | $9.3M | Buy |
+165,283
| New | +$9.3M | 2.79% | 9 |
|
2015
Q1 | – | Sell |
-170,333
| Closed | -$9.34M | – | 109 |
|
2014
Q4 | $9.34M | Buy |
170,333
+2,990
| +2% | +$164K | 2.73% | 9 |
|
2014
Q3 | $8.68M | Buy |
167,343
+933
| +0.6% | +$48.4K | 2.88% | 8 |
|
2014
Q2 | $8.75M | Buy |
166,410
+819
| +0.5% | +$43K | 2.96% | 6 |
|
2014
Q1 | $8.24M | Buy |
165,591
+6,277
| +4% | +$312K | 2.93% | 6 |
|
2013
Q4 | $7.23M | Buy |
159,314
+3,613
| +2% | +$164K | 2.62% | 8 |
|
2013
Q3 | $6.43M | Buy |
155,701
+4,631
| +3% | +$191K | 2.61% | 8 |
|
2013
Q2 | $6.24M | Buy |
+151,070
| New | +$6.24M | 2.69% | 10 |
|