Weatherly Asset 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 | $1.06M | Buy |
13,221
+51
| +0.4% | +$4.09K | 0.09% | 102 |
|
|
2025
Q1 | $945K | Hold |
13,170
| – | – | 0.08% | 105 |
|
|
2024
Q4 | $925K | Hold |
13,170
| – | – | 0.08% | 108 |
|
|
2024
Q3 | $744K | Hold |
13,170
| – | – | 0.07% | 115 |
|
|
2024
Q2 | $782K | Hold |
13,170
| – | – | 0.07% | 116 |
|
|
2024
Q1 | $763K | Hold |
13,170
| – | – | 0.07% | 117 |
|
|
2023
Q4 | $648K | Hold |
13,170
| – | – | 0.07% | 120 |
|
|
2023
Q3 | $538K | Sell |
13,170
-2
| -0% | -$82 | 0.06% | 124 |
|
|
2023
Q2 | $562K | Hold |
13,172
| – | – | 0.07% | 127 |
|
|
2023
Q1 | $492K | Hold |
13,172
| – | – | 0.06% | 132 |
|
|
2022
Q4 | $544K | Hold |
13,172
| – | – | 0.07% | 127 |
|
|
2022
Q3 | $530K | Hold |
13,172
| – | – | 0.08% | 127 |
|
|
2022
Q2 | $516K | Hold |
13,172
| – | – | 0.07% | 134 |
|
|
2022
Q1 | $638K | Sell |
13,172
-200
| -1% | -$9.69K | 0.07% | 133 |
|
|
2021
Q4 | $642K | Hold |
13,372
| – | – | 0.07% | 135 |
|
|
2021
Q3 | $621K | Sell |
13,372
-100
| -0.7% | -$4.64K | 0.08% | 133 |
|
|
2021
Q2 | $610K | Sell |
13,472
-1,396
| -9% | -$63.2K | 0.08% | 130 |
|
|
2021
Q1 | $581K | Buy |
14,868
+2
| +0% | +$78 | 0.08% | 127 |
|
|
2020
Q4 | $449K | Sell |
14,866
-4,405
| -23% | -$133K | 0.06% | 142 |
|
|
2020
Q3 | $453K | Sell |
19,271
-799
| -4% | -$18.8K | 0.07% | 138 |
|
|
2020
Q2 | $514K | Sell |
20,070
-3,325
| -14% | -$85.2K | 0.09% | 126 |
|
|
2020
Q1 | $671K | Sell |
23,395
-6,746
| -22% | -$193K | 0.15% | 102 |
|
|
2019
Q4 | $1.62M | Buy |
30,141
+6,704
| +29% | +$361K | 0.31% | 68 |
|
|
2019
Q3 | $1.18M | Buy |
23,437
+63
| +0.3% | +$3.18K | 0.25% | 83 |
|
|
2019
Q2 | $1.11M | Sell |
23,374
-1,072
| -4% | -$50.7K | 0.22% | 89 |
|
|
2019
Q1 | $1.18M | Sell |
24,446
-573
| -2% | -$27.7K | 0.24% | 86 |
|
|
2018
Q4 | $1.15M | Sell |
25,019
-156
| -0.6% | -$7.19K | 0.27% | 84 |
|
|
2018
Q3 | $1.32M | Buy |
25,175
+45
| +0.2% | +$2.37K | 0.27% | 78 |
|
|
2018
Q2 | $1.39M | Buy |
25,130
+4,896
| +24% | +$271K | 0.33% | 73 |
|
|
2018
Q1 | $1.06M | Buy |
20,234
+40
| +0.2% | +$2.1K | 0.25% | 85 |
|
|
2017
Q4 | $1.23M | Sell |
20,194
-71
| -0.4% | -$4.31K | 0.3% | 78 |
|
|
2017
Q3 | $1.12M | Sell |
20,265
-1,537
| -7% | -$84.8K | 0.3% | 80 |
|
|
2017
Q2 | $1.21M | Sell |
21,802
-207
| -0.9% | -$11.5K | 0.34% | 72 |
|
|
2017
Q1 | $1.23M | Sell |
22,009
-96,485
| -81% | -$5.37M | 0.36% | 66 |
|
|
2016
Q4 | $6.53M | Sell |
118,494
-7,957
| -6% | -$438K | 2.08% | 10 |
|
|
2016
Q3 | $5.6M | Sell |
126,451
-2,569
| -2% | -$114K | 1.86% | 13 |
|
|
2016
Q2 | $6.11M | Buy |
129,020
+2,663
| +2% | +$126K | 2.02% | 10 |
|
|
2016
Q1 | $6.11M | Buy |
126,357
+4,692
| +4% | +$227K | 2.11% | 11 |
|
|
2015
Q4 | $6.61M | Buy |
121,665
+24,415
| +25% | +$1.33M | 2.34% | 8 |
|
|
2015
Q3 | $4.99M | Buy |
97,250
+1,781
| +2% | +$91.4K | 2.02% | 9 |
|
|
2015
Q2 | $5.37M | Buy |
95,469
+637
| +0.7% | +$35.8K | 2.05% | 9 |
|
|
2015
Q1 | $5.16M | Buy |
94,832
+3,499
| +4% | +$190K | 2.06% | 9 |
|
|
2014
Q4 | $5.01M | Buy |
91,333
+8,678
| +10% | +$476K | 2.1% | 9 |
|
|
2014
Q3 | $4.29M | Buy |
82,655
+9,676
| +13% | +$502K | 1.85% | 11 |
|
|
2014
Q2 | $3.84M | Buy |
72,979
+5,895
| +9% | +$310K | 1.61% | 12 |
|
|
2014
Q1 | $3.34M | Sell |
67,084
-1,797
| -3% | -$89.4K | 1.55% | 15 |
|
|
2013
Q4 | $3.13M | Buy |
68,881
+5,065
| +8% | +$230K | 1.49% | 17 |
|
|
2013
Q3 | $2.64M | Sell |
63,816
-1,546
| -2% | -$63.9K | 1.34% | 20 |
|
|
2013
Q2 | $2.7M | Buy |
+65,362
| New | +$2.7M | 1.49% | 19 |
|