WF
Welch & Forbes’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.65M | Sell |
45,506
-688
| -1% | -$55.1K | 0.05% | 144 |
|
|
2025
Q1 | $3.32M | Sell |
46,194
-169
| -0.4% | -$12.1K | 0.04% | 148 |
|
|
2024
Q4 | $3.26M | Buy |
46,363
+199
| +0.4% | +$14K | 0.04% | 149 |
|
|
2024
Q3 | $2.61M | Sell |
46,164
-1,762
| -4% | -$99.5K | 0.03% | 167 |
|
|
2024
Q2 | $2.87M | Sell |
47,926
-20,612
| -30% | -$1.23M | 0.04% | 159 |
|
|
2024
Q1 | $3.97M | Buy |
68,538
+506
| +0.7% | +$29.3K | 0.05% | 140 |
|
|
2023
Q4 | $3.35M | Sell |
68,032
-3,446
| -5% | -$170K | 0.05% | 145 |
|
|
2023
Q3 | $2.92M | Sell |
71,478
-1,998
| -3% | -$81.6K | 0.05% | 148 |
|
|
2023
Q2 | $3.14M | Buy |
73,476
+176
| +0.2% | +$7.51K | 0.05% | 147 |
|
|
2023
Q1 | $2.74M | Sell |
73,300
-814
| -1% | -$30.4K | 0.05% | 154 |
|
|
2022
Q4 | $3.06M | Sell |
74,114
-730
| -1% | -$30.1K | 0.05% | 148 |
|
|
2022
Q3 | $3.01M | Sell |
74,844
-1,666
| -2% | -$67K | 0.06% | 146 |
|
|
2022
Q2 | $3M | Sell |
76,510
-1,625
| -2% | -$63.7K | 0.05% | 152 |
|
|
2022
Q1 | $3.79M | Buy |
78,135
+2,251
| +3% | +$109K | 0.06% | 146 |
|
|
2021
Q4 | $3.64M | Sell |
75,884
-4,407
| -5% | -$211K | 0.05% | 152 |
|
|
2021
Q3 | $3.73M | Sell |
80,291
-6,950
| -8% | -$323K | 0.06% | 147 |
|
|
2021
Q2 | $3.95M | Sell |
87,241
-12,687
| -13% | -$575K | 0.07% | 142 |
|
|
2021
Q1 | $3.9M | Sell |
99,928
-4,609
| -4% | -$180K | 0.07% | 141 |
|
|
2020
Q4 | $3.15M | Sell |
104,537
-19,636
| -16% | -$592K | 0.06% | 144 |
|
|
2020
Q3 | $2.92M | Sell |
124,173
-193,900
| -61% | -$4.56M | 0.06% | 141 |
|
|
2020
Q2 | $8.14M | Sell |
318,073
-57,319
| -15% | -$1.47M | 0.19% | 100 |
|
|
2020
Q1 | $10.8M | Sell |
375,392
-239,723
| -39% | -$6.88M | 0.3% | 82 |
|
|
2019
Q4 | $33.1M | Sell |
615,115
-43,309
| -7% | -$2.33M | 0.74% | 44 |
|
|
2019
Q3 | $33.2M | Sell |
658,424
-50,607
| -7% | -$2.55M | 0.79% | 39 |
|
|
2019
Q2 | $33.6M | Sell |
709,031
-36,200
| -5% | -$1.71M | 0.82% | 39 |
|
|
2019
Q1 | $36M | Sell |
745,231
-69,487
| -9% | -$3.36M | 0.9% | 37 |
|
|
2018
Q4 | $37.5M | Sell |
814,718
-30,665
| -4% | -$1.41M | 1.06% | 30 |
|
|
2018
Q3 | $44.4M | Sell |
845,383
-54,371
| -6% | -$2.86M | 1.06% | 28 |
|
|
2018
Q2 | $49.9M | Sell |
899,754
-20,532
| -2% | -$1.14M | 1.29% | 21 |
|
|
2018
Q1 | $48.2M | Sell |
920,286
-9,911
| -1% | -$519K | 1.24% | 22 |
|
|
2017
Q4 | $56.4M | Buy |
930,197
+2,285
| +0.2% | +$139K | 1.51% | 18 |
|
|
2017
Q3 | $51.2M | Sell |
927,912
-26,113
| -3% | -$1.44M | 1.35% | 19 |
|
|
2017
Q2 | $52.9M | Buy |
954,025
+19,565
| +2% | +$1.08M | 1.48% | 16 |
|
|
2017
Q1 | $52M | Sell |
934,460
-9,893
| -1% | -$551K | 1.49% | 16 |
|
|
2016
Q4 | $52M | Sell |
944,353
-9,869
| -1% | -$544K | 1.56% | 15 |
|
|
2016
Q3 | $42.3M | Buy |
954,222
+7,018
| +0.7% | +$311K | 1.46% | 21 |
|
|
2016
Q2 | $44.8M | Buy |
947,204
+14,375
| +2% | +$680K | 1.37% | 24 |
|
|
2016
Q1 | $45.1M | Buy |
932,829
+1,332
| +0.1% | +$64.4K | 1.4% | 18 |
|
|
2015
Q4 | $50.6M | Buy |
931,497
+18,785
| +2% | +$1.02M | 1.62% | 18 |
|
|
2015
Q3 | $46.9M | Buy |
912,712
+12,112
| +1% | +$622K | 1.56% | 16 |
|
|
2015
Q2 | $50.6M | Sell |
900,600
-7,988
| -0.9% | -$449K | 1.58% | 14 |
|
|
2015
Q1 | $49.4M | Buy |
908,588
+15,502
| +2% | +$843K | 1.49% | 15 |
|
|
2014
Q4 | $49M | Buy |
893,086
+6,553
| +0.7% | +$359K | 1.44% | 17 |
|
|
2014
Q3 | $46M | Buy |
886,533
+15,563
| +2% | +$807K | 1.4% | 17 |
|
|
2014
Q2 | $45.8M | Buy |
870,970
+16,539
| +2% | +$869K | 1.44% | 16 |
|
|
2014
Q1 | $42.5M | Buy |
854,431
+5,975
| +0.7% | +$297K | 1.35% | 18 |
|
|
2013
Q4 | $38.5M | Buy |
848,456
+18,720
| +2% | +$850K | 1.22% | 25 |
|
|
2013
Q3 | $34.3M | Buy |
829,736
+13,905
| +2% | +$575K | 1.15% | 29 |
|
|
2013
Q2 | $33.7M | Buy |
+815,831
| New | +$33.7M | 1.2% | 27 |
|