Washington 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 | $264K | Hold |
3,300
| – | – | 0.2% | 108 |
|
2025
Q1 | $237K | Hold |
3,300
| – | – | 0.19% | 104 |
|
2024
Q4 | $232K | Buy |
+3,300
| New | +$232K | 0.18% | 105 |
|
2024
Q2 | – | Sell |
-3,760
| Closed | -$218K | – | 116 |
|
2024
Q1 | $218K | Buy |
+3,760
| New | +$218K | 0.18% | 103 |
|
2022
Q4 | – | Sell |
-8,000
| Closed | -$322K | – | 113 |
|
2022
Q3 | $322K | Hold |
8,000
| – | – | 0.32% | 94 |
|
2022
Q2 | $313K | Hold |
8,000
| – | – | 0.3% | 91 |
|
2022
Q1 | $388K | Hold |
8,000
| – | – | 0.32% | 90 |
|
2021
Q4 | $384K | Hold |
8,000
| – | – | 0.31% | 90 |
|
2021
Q3 | $371K | Hold |
8,000
| – | – | 0.33% | 88 |
|
2021
Q2 | $362K | Hold |
8,000
| – | – | 0.44% | 89 |
|
2021
Q1 | $313K | Hold |
8,000
| – | – | 0.29% | 92 |
|
2020
Q4 | $241K | Buy |
+8,000
| New | +$241K | 0.23% | 98 |
|
2020
Q3 | – | Sell |
-8,000
| Closed | -$205K | – | 104 |
|
2020
Q2 | $205K | Hold |
8,000
| – | – | 0.23% | 92 |
|
2020
Q1 | $230K | Sell |
8,000
-2,300
| -22% | -$66.1K | 0.29% | 87 |
|
2019
Q4 | $554K | Hold |
10,300
| – | – | 0.48% | 51 |
|
2019
Q3 | $520K | Hold |
10,300
| – | – | 0.51% | 50 |
|
2019
Q2 | $487K | Buy |
10,300
+300
| +3% | +$14.2K | 0.55% | 55 |
|
2019
Q1 | $483K | Sell |
10,000
-2,450
| -20% | -$118K | 0.55% | 62 |
|
2018
Q4 | $574K | Hold |
12,450
| – | – | 0.67% | 33 |
|
2018
Q3 | $654K | Hold |
12,450
| – | – | 0.63% | 36 |
|
2018
Q2 | $690K | Hold |
12,450
| – | – | 0.71% | 31 |
|
2018
Q1 | $653K | Sell |
12,450
-1,650
| -12% | -$86.5K | 0.66% | 30 |
|
2017
Q4 | $855K | Sell |
14,100
-1,600
| -10% | -$97K | 0.86% | 30 |
|
2017
Q3 | $866K | Hold |
15,700
| – | – | 0.92% | 29 |
|
2017
Q2 | $870K | Hold |
15,700
| – | – | 0.98% | 27 |
|
2017
Q1 | $874K | Hold |
15,700
| – | – | 1.01% | 26 |
|
2016
Q4 | $865K | Sell |
15,700
-1,750
| -10% | -$96.4K | 1.07% | 25 |
|
2016
Q3 | $773K | Hold |
17,450
| – | – | 1.06% | 23 |
|
2016
Q2 | $826K | Hold |
17,450
| – | – | 1.17% | 22 |
|
2016
Q1 | $844K | Hold |
17,450
| – | – | 0.62% | 72 |
|
2015
Q4 | $949K | Hold |
17,450
| – | – | 0.59% | 82 |
|
2015
Q3 | $896K | Sell |
17,450
-5,050
| -22% | -$259K | 0.56% | 81 |
|
2015
Q2 | $1.27M | Hold |
22,500
| – | – | 0.71% | 68 |
|
2015
Q1 | $1.22M | Hold |
22,500
| – | – | 0.7% | 68 |
|
2014
Q4 | $1.23M | Hold |
22,500
| – | – | 0.51% | 87 |
|
2014
Q3 | $1.17M | Hold |
22,500
| – | – | 0.46% | 94 |
|
2014
Q2 | $1.18M | Hold |
22,500
| – | – | 0.44% | 102 |
|
2014
Q1 | $1.12M | Hold |
22,500
| – | – | 0.4% | 102 |
|
2013
Q4 | $1.02M | Hold |
22,500
| – | – | 0.25% | 132 |
|
2013
Q3 | $930K | Hold |
22,500
| – | – | 0.25% | 135 |
|
2013
Q2 | $929K | Buy |
+22,500
| New | +$929K | 0.24% | 139 |
|