Weil Company’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 | $557K | Sell |
6,950
-459
| -6% | -$36.8K | 0.15% | 77 |
|
|
2025
Q1 | $532K | Sell |
7,409
-400
| -5% | -$28.7K | 0.16% | 70 |
|
|
2024
Q4 | $549K | Hold |
7,809
| – | – | 0.19% | 73 |
|
|
2024
Q3 | $441K | Hold |
7,809
| – | – | 0.14% | 101 |
|
|
2024
Q2 | $464K | Sell |
7,809
-14
| -0.2% | -$831 | 0.17% | 95 |
|
|
2024
Q1 | $453K | Buy |
7,823
+14
| +0.2% | +$811 | 0.18% | 95 |
|
|
2023
Q4 | $384K | Hold |
7,809
| – | – | 0.17% | 97 |
|
|
2023
Q3 | $319K | Hold |
7,809
| – | – | 0.16% | 103 |
|
|
2023
Q2 | $333K | Hold |
7,809
| – | – | 0.15% | 112 |
|
|
2023
Q1 | $292K | Hold |
7,809
| – | – | 0.13% | 113 |
|
|
2022
Q4 | $322K | Hold |
7,809
| – | – | 0.15% | 102 |
|
|
2022
Q3 | $314K | Sell |
7,809
-100
| -1% | -$4.02K | 0.19% | 91 |
|
|
2022
Q2 | $310K | Buy |
7,909
+100
| +1% | +$3.92K | 0.17% | 96 |
|
|
2022
Q1 | $378K | Sell |
7,809
-4,940
| -39% | -$239K | 0.19% | 93 |
|
|
2021
Q4 | $612K | Buy |
12,749
+20
| +0.2% | +$960 | 0.29% | 73 |
|
|
2021
Q3 | $591K | Buy |
12,729
+520
| +4% | +$24.1K | 0.31% | 71 |
|
|
2021
Q2 | $553K | Buy |
12,209
+4,900
| +67% | +$222K | 0.28% | 79 |
|
|
2021
Q1 | $286K | Buy |
7,309
+400
| +6% | +$15.7K | 0.16% | 111 |
|
|
2020
Q4 | $209K | Buy |
+6,909
| New | +$209K | 0.13% | 126 |
|
|
2020
Q1 | – | Sell |
-7,076
| Closed | -$381K | – | 117 |
|
|
2019
Q4 | $381K | Buy |
7,076
+824
| +13% | +$44.4K | 0.29% | 70 |
|
|
2019
Q3 | $315K | Sell |
6,252
-4,000
| -39% | -$202K | 0.23% | 72 |
|
|
2019
Q2 | $485K | Hold |
10,252
| – | – | 0.39% | 56 |
|
|
2019
Q1 | $495K | Hold |
10,252
| – | – | 0.41% | 56 |
|
|
2018
Q4 | $472K | Hold |
10,252
| – | – | 0.43% | 52 |
|
|
2018
Q3 | $539K | Hold |
10,252
| – | – | 0.44% | 49 |
|
|
2018
Q2 | $568K | Hold |
10,252
| – | – | 0.48% | 47 |
|
|
2018
Q1 | $537K | Buy |
10,252
+4,000
| +64% | +$210K | 0.5% | 49 |
|
|
2017
Q4 | $379K | Buy |
+6,252
| New | +$379K | 0.35% | 62 |
|