Welch Group’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 | $1.8M | Buy |
22,467
+1,006
| +5% | +$80.6K | 0.08% | 77 |
|
|
2025
Q1 | $1.52M | Sell |
21,461
-84
| -0.4% | -$5.94K | 0.07% | 83 |
|
|
2024
Q4 | $1.52M | Buy |
21,545
+185
| +0.9% | +$13K | 0.07% | 84 |
|
|
2024
Q3 | $1.21M | Buy |
21,360
+194
| +0.9% | +$11K | 0.05% | 90 |
|
|
2024
Q2 | $1.26M | Buy |
21,166
+6,500
| +44% | +$386K | 0.06% | 82 |
|
|
2024
Q1 | $850K | Hold |
14,666
| – | – | 0.04% | 93 |
|
|
2023
Q4 | $722K | Buy |
14,666
+1,503
| +11% | +$74K | 0.04% | 97 |
|
|
2023
Q3 | $538K | Sell |
13,163
-365
| -3% | -$14.9K | 0.03% | 104 |
|
|
2023
Q2 | $577K | Buy |
13,528
+498
| +4% | +$21.3K | 0.03% | 97 |
|
|
2023
Q1 | $487K | Buy |
13,030
+32
| +0.2% | +$1.2K | 0.03% | 112 |
|
|
2022
Q4 | $537K | Sell |
12,998
-288
| -2% | -$11.9K | 0.03% | 113 |
|
|
2022
Q3 | $534K | Buy |
13,286
+300
| +2% | +$12.1K | 0.03% | 93 |
|
|
2022
Q2 | $509K | Sell |
12,986
-204
| -2% | -$8K | 0.03% | 103 |
|
|
2022
Q1 | $639K | Buy |
13,190
+781
| +6% | +$37.8K | 0.04% | 99 |
|
|
2021
Q4 | $595K | Buy |
12,409
+2
| +0% | +$96 | 0.03% | 111 |
|
|
2021
Q3 | $576K | Buy |
12,407
+6,374
| +106% | +$296K | 0.04% | 100 |
|
|
2021
Q2 | $273K | Buy |
6,033
+200
| +3% | +$9.05K | 0.02% | 147 |
|
|
2021
Q1 | $228K | Buy |
+5,833
| New | +$228K | 0.02% | 168 |
|
|
2020
Q2 | – | Sell |
-7,675
| Closed | -$220K | – | 155 |
|
|
2020
Q1 | $220K | Buy |
7,675
+762
| +11% | +$21.8K | 0.02% | 112 |
|
|
2019
Q4 | $372K | Buy |
6,913
+1,236
| +22% | +$66.5K | 0.04% | 87 |
|
|
2019
Q3 | $286K | Hold |
5,677
| – | – | 0.03% | 97 |
|
|
2019
Q2 | $269K | Sell |
5,677
-286
| -5% | -$13.6K | 0.03% | 97 |
|
|
2019
Q1 | $288K | Buy |
5,963
+1,488
| +33% | +$71.9K | 0.03% | 99 |
|
|
2018
Q4 | $206K | Sell |
4,475
-26
| -0.6% | -$1.2K | 0.03% | 111 |
|
|
2018
Q3 | $237 | Sell |
4,501
-12,582
| -74% | -$663 | 0.02% | 115 |
|
|
2018
Q2 | $947K | Sell |
17,083
-190
| -1% | -$10.5K | 0.12% | 52 |
|
|
2018
Q1 | $905K | Sell |
17,273
-425
| -2% | -$22.3K | 0.11% | 54 |
|
|
2017
Q4 | $1.07M | Sell |
17,698
-475
| -3% | -$28.8K | 0.17% | 51 |
|
|
2017
Q3 | $1M | Sell |
18,173
-92
| -0.5% | -$5.07K | 0.17% | 49 |
|
|
2017
Q2 | $1.01M | Buy |
18,265
+2,400
| +15% | +$133K | 0.17% | 49 |
|
|
2017
Q1 | $883K | Buy |
15,865
+475
| +3% | +$26.4K | 0.17% | 46 |
|
|
2016
Q4 | $848K | Sell |
15,390
-2,057
| -12% | -$113K | 0.17% | 47 |
|
|
2016
Q3 | $773K | Buy |
17,447
+1,924
| +12% | +$85.2K | 0.15% | 51 |
|
|
2016
Q2 | $735K | Sell |
15,523
-1,572
| -9% | -$74.4K | 0.15% | 45 |
|
|
2016
Q1 | $827K | Sell |
17,095
-26
| -0.2% | -$1.26K | 0.14% | 51 |
|
|
2015
Q4 | $931K | Buy |
17,121
+286
| +2% | +$15.6K | 0.17% | 50 |
|
|
2015
Q3 | $864K | Buy |
16,835
+117
| +0.7% | +$6.01K | 0.17% | 48 |
|
|
2015
Q2 | $940K | Buy |
16,718
+103
| +0.6% | +$5.79K | 0.18% | 49 |
|
|
2015
Q1 | $904 | Buy |
16,615
+1,258
| +8% | +$68 | 0.17% | 50 |
|
|
2014
Q4 | $842K | Buy |
15,357
+123
| +0.8% | +$6.74K | 0.16% | 51 |
|
|
2014
Q3 | $790K | Sell |
15,234
-231
| -1% | -$12K | 0.16% | 51 |
|
|
2014
Q2 | $813K | Buy |
15,465
+285
| +2% | +$15K | 0.17% | 53 |
|
|
2014
Q1 | $755K | Hold |
15,180
| – | – | 0.17% | 49 |
|
|
2013
Q4 | $689K | Buy |
15,180
+50
| +0.3% | +$2.27K | 0.16% | 53 |
|
|
2013
Q3 | $625K | Hold |
15,130
| – | – | 0.15% | 53 |
|
|
2013
Q2 | $624K | Buy |
+15,130
| New | +$624K | 0.16% | 52 |
|