Wedgewood Investors’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	$284K	Sell	3,543 -141	-4%	-$11.3K	0.33%	79
2025 Q1	$264K	Hold	3,684	–	–	0.31%	82
2024 Q4	$259K	Sell	3,684 -200	-5%	-$14K	0.3%	83
2024 Q3	$219K	Hold	3,884	–	–	0.24%	95
2024 Q2	$231K	Buy	+3,884	New	+$231K	0.27%	87
2020 Q1	–	Sell	-4,878	Closed	-$262K	–	86
2019 Q4	$262K	Hold	4,878	–	–	0.37%	74
2019 Q3	$246K	Hold	4,878	–	–	0.37%	74
2019 Q2	$231K	Buy	4,878 +148	+3%	+$7.01K	0.33%	78
2019 Q1	$229K	Hold	4,730	–	–	0.36%	78
2018 Q4	$218K	Hold	4,730	–	–	0.4%	73
2018 Q3	$249K	Hold	4,730	–	–	0.39%	73
2018 Q2	$262K	Sell	4,730 -110	-2%	-$6.09K	0.45%	71
2018 Q1	$254K	Sell	4,840 -85	-2%	-$4.46K	0.22%	96
2017 Q4	$299K	Sell	4,925 -51	-1%	-$3.1K	0.24%	91
2017 Q3	$274K	Sell	4,976 -9	-0.2%	-$496	0.23%	95
2017 Q2	$276K	Hold	4,985	–	–	0.24%	93
2017 Q1	$278K	Hold	4,985	–	–	0.24%	92
2016 Q4	$275K	Hold	4,985	–	–	0.25%	87
2016 Q3	$221K	Sell	4,985 -400	-7%	-$17.7K	0.21%	102
2016 Q2	$255K	Hold	5,385	–	–	0.24%	90
2016 Q1	$260K	Hold	5,385	–	–	0.26%	84
2015 Q4	$293K	Hold	5,385	–	–	0.3%	79
2015 Q3	$277K	Hold	5,385	–	–	0.28%	82
2015 Q2	$303K	Hold	5,385	–	–	0.29%	82
2015 Q1	$293K	Buy	5,385 +120	+2%	+$6.53K	0.28%	88
2014 Q4	$289K	Buy	5,265 +858	+19%	+$47.1K	0.29%	84
2014 Q3	$229K	Hold	4,407	–	–	0.24%	97
2014 Q2	$232K	Hold	4,407	–	–	0.24%	99
2014 Q1	$219K	Hold	4,407	–	–	0.24%	103
2013 Q4	$200K	Buy	+4,407	New	+$200K	0.22%	110