Wells Fargo’s NACCO Industries NC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $162K | Buy |
3,659
+1,099
| +43% | +$48.7K | ﹤0.01% | 4502 |
|
|
2025
Q1 | $86.3K | Buy |
2,560
+57
| +2% | +$1.92K | ﹤0.01% | 4732 |
|
|
2024
Q4 | $74.7K | Buy |
2,503
+394
| +19% | +$11.8K | ﹤0.01% | 4855 |
|
|
2024
Q3 | $59.8K | Buy |
2,109
+47
| +2% | +$1.33K | ﹤0.01% | 4881 |
|
|
2024
Q2 | $57.1K | Buy |
2,062
+135
| +7% | +$3.74K | ﹤0.01% | 4882 |
|
|
2024
Q1 | $58.2K | Buy |
1,927
+431
| +29% | +$13K | ﹤0.01% | 4814 |
|
|
2023
Q4 | $54.6K | Buy |
1,496
+256
| +21% | +$9.35K | ﹤0.01% | 4824 |
|
|
2023
Q3 | $43.5K | Sell |
1,240
-564
| -31% | -$19.8K | ﹤0.01% | 4900 |
|
|
2023
Q2 | $62.5K | Buy |
1,804
+882
| +96% | +$30.6K | ﹤0.01% | 5040 |
|
|
2023
Q1 | $33.3K | Buy |
922
+721
| +359% | +$26K | ﹤0.01% | 5086 |
|
|
2022
Q4 | $7.64K | Sell |
201
-11
| -5% | -$418 | ﹤0.01% | 5324 |
|
|
2022
Q3 | $10K | Sell |
212
-40
| -16% | -$1.89K | ﹤0.01% | 5357 |
|
|
2022
Q2 | $10K | Sell |
252
-1,795
| -88% | -$71.2K | ﹤0.01% | 5462 |
|
|
2022
Q1 | $80K | Buy |
2,047
+808
| +65% | +$31.6K | ﹤0.01% | 5106 |
|
|
2021
Q4 | $45K | Buy |
1,239
+515
| +71% | +$18.7K | ﹤0.01% | 5558 |
|
|
2021
Q3 | $22K | Buy |
724
+498
| +220% | +$15.1K | ﹤0.01% | 5627 |
|
|
2021
Q2 | $6K | Sell |
226
-1,680
| -88% | -$44.6K | ﹤0.01% | 5953 |
|
|
2021
Q1 | $48K | Sell |
1,906
-5,840
| -75% | -$147K | ﹤0.01% | 5474 |
|
|
2020
Q4 | $205K | Sell |
7,746
-2,980
| -28% | -$78.9K | ﹤0.01% | 4945 |
|
|
2020
Q3 | $195K | Sell |
10,726
-79
| -0.7% | -$1.44K | ﹤0.01% | 4808 |
|
|
2020
Q2 | $251K | Sell |
10,805
-4,186
| -28% | -$97.2K | ﹤0.01% | 4624 |
|
|
2020
Q1 | $420K | Sell |
14,991
-11,022
| -42% | -$309K | ﹤0.01% | 4038 |
|
|
2019
Q4 | $1.22M | Sell |
26,013
-94
| -0.4% | -$4.4K | ﹤0.01% | 3670 |
|
|
2019
Q3 | $1.67M | Sell |
26,107
-2,746
| -10% | -$176K | ﹤0.01% | 3433 |
|
|
2019
Q2 | $1.5M | Buy |
28,853
+20,504
| +246% | +$1.06M | ﹤0.01% | 3529 |
|
|
2019
Q1 | $319K | Buy |
8,349
+587
| +8% | +$22.4K | ﹤0.01% | 4521 |
|
|
2018
Q4 | $264K | Buy |
7,762
+118
| +2% | +$4.01K | ﹤0.01% | 4584 |
|
|
2018
Q3 | $249K | Buy |
7,644
+224
| +3% | +$7.3K | ﹤0.01% | 4718 |
|
|
2018
Q2 | $251K | Sell |
7,420
-69
| -0.9% | -$2.33K | ﹤0.01% | 4750 |
|
|
2018
Q1 | $246K | Buy |
7,489
+90
| +1% | +$2.96K | ﹤0.01% | 4697 |
|
|
2017
Q4 | $278K | Sell |
7,399
-13,659
| -65% | -$513K | ﹤0.01% | 4644 |
|
|
2017
Q3 | $413K | Buy |
21,058
+6,596
| +46% | +$129K | ﹤0.01% | 4328 |
|
|
2017
Q2 | $234K | Buy |
14,462
+294
| +2% | +$4.76K | ﹤0.01% | 4530 |
|
|
2017
Q1 | $226K | Sell |
14,168
-5
| -0% | -$80 | ﹤0.01% | 4570 |
|
|
2016
Q4 | $293K | Buy |
14,173
+5,012
| +55% | +$104K | ﹤0.01% | 4395 |
|
|
2016
Q3 | $142K | Buy |
9,161
+985
| +12% | +$15.3K | ﹤0.01% | 4499 |
|
|
2016
Q2 | $105K | Sell |
8,176
-127
| -2% | -$1.63K | ﹤0.01% | 4622 |
|
|
2016
Q1 | $109K | Buy |
8,303
+61
| +0.7% | +$801 | ﹤0.01% | 4605 |
|
|
2015
Q4 | $79K | Sell |
8,242
-9
| -0.1% | -$86 | ﹤0.01% | 4882 |
|
|
2015
Q3 | $89K | Sell |
8,251
-836
| -9% | -$9.02K | ﹤0.01% | 4785 |
|
|
2015
Q2 | $126K | Buy |
9,087
+7,319
| +414% | +$101K | ﹤0.01% | 4736 |
|
|
2015
Q1 | $21K | Buy |
1,768
+17
| +1% | +$202 | ﹤0.01% | 5164 |
|
|
2014
Q4 | $23K | Buy |
1,751
+5
| +0.3% | +$66 | ﹤0.01% | 5097 |
|
|
2014
Q3 | $20K | Sell |
1,746
-534
| -23% | -$6.12K | ﹤0.01% | 5141 |
|
|
2014
Q2 | $27K | Buy |
2,280
+678
| +42% | +$8.03K | ﹤0.01% | 5091 |
|
|
2014
Q1 | $20K | Buy |
1,602
+836
| +109% | +$10.4K | ﹤0.01% | 5090 |
|
|
2013
Q4 | $11K | Sell |
766
-12,597
| -94% | -$181K | ﹤0.01% | 5048 |
|
|
2013
Q3 | $170K | Buy |
13,363
+368
| +3% | +$4.68K | ﹤0.01% | 4241 |
|
|
2013
Q2 | $170K | Buy |
+12,995
| New | +$170K | ﹤0.01% | 4161 |
|