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 |
|