Violich 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 | $200K | Buy |
+2,500
| New | +$200K | 0.03% | 97 |
|
|
2020
Q1 | – | Sell |
-28,275
| Closed | -$1.52M | – | 113 |
|
|
2019
Q4 | $1.52M | Hold |
28,275
| – | – | 0.33% | 49 |
|
|
2019
Q3 | $1.43M | Buy |
28,275
+2,000
| +8% | +$101K | 0.34% | 48 |
|
|
2019
Q2 | $1.24M | Sell |
26,275
-500
| -2% | -$23.7K | 0.31% | 51 |
|
|
2019
Q1 | $1.29M | Sell |
26,775
-740
| -3% | -$35.8K | 0.33% | 48 |
|
|
2018
Q4 | $1.27M | Sell |
27,515
-1,000
| -4% | -$46.1K | 0.36% | 45 |
|
|
2018
Q3 | $1.5M | Sell |
28,515
-500
| -2% | -$26.3K | 0.34% | 50 |
|
|
2018
Q2 | $1.61M | Buy |
29,015
+240
| +0.8% | +$13.3K | 0.4% | 48 |
|
|
2018
Q1 | $1.51M | Sell |
28,775
-1,650
| -5% | -$86.5K | 0.4% | 48 |
|
|
2017
Q4 | $1.85M | Sell |
30,425
-500
| -2% | -$30.3K | 0.47% | 46 |
|
|
2017
Q3 | $1.71M | Buy |
30,925
+1,000
| +3% | +$55.2K | 0.47% | 44 |
|
|
2017
Q2 | $1.66M | Buy |
29,925
+3,000
| +11% | +$166K | 0.48% | 45 |
|
|
2017
Q1 | $1.5M | Hold |
26,925
| – | – | 0.45% | 48 |
|
|
2016
Q4 | $1.53M | Buy |
26,925
+15,300
| +132% | +$868K | 0.47% | 45 |
|
|
2016
Q3 | $515K | Hold |
11,625
| – | – | 0.18% | 66 |
|
|
2016
Q2 | $550K | Sell |
11,625
-300
| -3% | -$14.2K | 0.17% | 64 |
|
|
2016
Q1 | $577K | Sell |
11,925
-920
| -7% | -$44.5K | 0.19% | 62 |
|
|
2015
Q4 | $698K | Sell |
12,845
-535
| -4% | -$29.1K | 0.23% | 56 |
|
|
2015
Q3 | $687K | Hold |
13,380
| – | – | 0.24% | 57 |
|
|
2015
Q2 | $752K | Buy |
13,380
+535
| +4% | +$30.1K | 0.25% | 59 |
|
|
2015
Q1 | $699K | Hold |
12,845
| – | – | 0.23% | 61 |
|
|
2014
Q4 | $704K | Hold |
12,845
| – | – | 0.22% | 61 |
|
|
2014
Q3 | $666K | Hold |
12,845
| – | – | 0.22% | 63 |
|
|
2014
Q2 | $675K | Buy |
+12,845
| New | +$675K | 0.23% | 64 |
|