Well Done LLC’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
$579K Sell
7,222
-101
-1% -$8.09K 0.11% 101
2025
Q1
$514K Sell
7,323
-241
-3% -$16.9K 0.09% 110
2024
Q4
$427K Hold
7,564
0.08% 117
2024
Q3
$427K Sell
7,564
-394
-5% -$22.3K 0.08% 118
2024
Q2
$473K Buy
7,958
+658
+9% +$39.1K 0.1% 115
2024
Q1
$423K Buy
7,300
+348
+5% +$20.2K 0.08% 123
2023
Q4
$342K Buy
6,952
+187
+3% +$9.2K 0.07% 133
2023
Q3
$276K Sell
6,765
-10
-0.1% -$409 0.06% 134
2023
Q2
$289K Sell
6,775
-185
-3% -$7.9K 0.06% 134
2023
Q1
$260K Sell
6,960
-77
-1% -$2.88K 0.06% 144
2022
Q4
$291K Sell
7,037
-96
-1% -$3.96K 0.06% 144
2022
Q3
$287K Sell
7,133
-5,932
-45% -$239K 0.07% 128
2022
Q2
$512K Hold
13,065
0.11% 98
2022
Q1
$633K Hold
13,065
0.13% 94
2021
Q4
$627K Sell
13,065
-429
-3% -$20.6K 0.13% 95
2021
Q3
$626K Buy
13,494
+2,689
+25% +$125K 0.14% 93
2021
Q2
$489K Sell
10,805
-121
-1% -$5.48K 0.11% 104
2021
Q1
$427K Buy
10,926
+4,121
+61% +$161K 0.1% 108
2020
Q4
$205K Sell
6,805
-2,299
-25% -$69.3K 0.05% 146
2020
Q3
$214K Buy
9,104
+5
+0.1% +$118 0.06% 130
2020
Q2
$233K Buy
9,099
+53
+0.6% +$1.36K 0.06% 134
2020
Q1
$260K Buy
9,046
+14
+0.2% +$402 0.08% 113
2019
Q4
$486K Buy
9,032
+11
+0.1% +$592 0.11% 95
2019
Q3
$455K Buy
9,021
+14
+0.2% +$706 0.11% 93
2019
Q2
$426K Buy
9,007
+66
+0.7% +$3.12K 0.1% 97
2019
Q1
$432K Sell
8,941
-44
-0.5% -$2.13K 0.11% 97
2018
Q4
$414K Sell
8,985
-929
-9% -$42.8K 0.12% 92
2018
Q3
$521K Buy
9,914
+9
+0.1% +$473 0.15% 84
2018
Q2
$549K Buy
9,905
+8
+0.1% +$443 0.16% 75
2018
Q1
$519K Sell
9,897
-69
-0.7% -$3.62K 0.16% 65
2017
Q4
$605K Sell
9,966
-141
-1% -$8.56K 0.2% 61
2017
Q3
$557K Sell
10,107
-50
-0.5% -$2.76K 0.17% 75
2017
Q2
$563K Hold
10,157
0.2% 56
2017
Q1
$565K Hold
10,157
0.2% 56
2016
Q4
$560K Hold
10,157
0.21% 54
2016
Q3
$450 Sell
10,157
-4,000
-28% -$177 0.16% 60
2016
Q2
$670K Sell
14,157
-1,000
-7% -$47.3K 0.24% 44
2016
Q1
$734K Sell
15,157
-266
-2% -$12.9K 0.27% 43
2015
Q4
$838K Buy
+15,423
New +$838K 0.3% 44