Wellington Shields Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $69.2K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $205K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $212K | Sell |
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|
2018
Q2 | $233K | Hold |
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|
2018
Q1 | $220K | Sell |
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|
2017
Q4 | $291K | Hold |
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|
2017
Q3 | $264K | Sell |
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|
2017
Q2 | $326K | Hold |
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|
2017
Q1 | $328K | Sell |
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|
2016
Q4 | $394K | Sell |
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|
2016
Q3 | $329K | Sell |
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|
2016
Q2 | $496K | Sell |
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|
2016
Q1 | $594K | Buy |
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|
2015
Q4 | $479K | Buy |
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|
2015
Q3 | $434K | Buy |
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|
2015
Q2 | $411K | Sell |
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|
2015
Q1 | $412K | Buy |
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|
2014
Q4 | $407K | Hold |
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|
2014
Q3 | $385K | Buy |
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|
2014
Q2 | $357K | Buy |
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|
2014
Q1 | $244K | Buy |
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|
2013
Q4 | $209K | Sell |
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|
2013
Q3 | $209K | Hold |
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|
2013
Q2 | $208K | Buy |
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