Wells Fargo’s SM Energy SM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.05M | Buy |
244,956
+27,313
| +13% | +$675K | ﹤0.01% | 2095 |
|
|
2025
Q1 | $6.52M | Sell |
217,643
-45,678
| -17% | -$1.37M | ﹤0.01% | 1965 |
|
|
2024
Q4 | $10.2M | Buy |
263,321
+67,178
| +34% | +$2.6M | ﹤0.01% | 1653 |
|
|
2024
Q3 | $7.84M | Buy |
196,143
+1,331
| +0.7% | +$53.2K | ﹤0.01% | 1852 |
|
|
2024
Q2 | $8.42M | Buy |
194,812
+87,446
| +81% | +$3.78M | ﹤0.01% | 1721 |
|
|
2024
Q1 | $5.35M | Buy |
107,366
+906
| +0.9% | +$45.2K | ﹤0.01% | 1992 |
|
|
2023
Q4 | $4.12M | Buy |
106,460
+17,255
| +19% | +$668K | ﹤0.01% | 2128 |
|
|
2023
Q3 | $3.54M | Sell |
89,205
-78,377
| -47% | -$3.11M | ﹤0.01% | 2198 |
|
|
2023
Q2 | $5.3M | Sell |
167,582
-12,142
| -7% | -$384K | ﹤0.01% | 2000 |
|
|
2023
Q1 | $5.06M | Sell |
179,724
-12,179
| -6% | -$343K | ﹤0.01% | 1988 |
|
|
2022
Q4 | $6.68M | Sell |
191,903
-61,356
| -24% | -$2.14M | ﹤0.01% | 1755 |
|
|
2022
Q3 | $9.53M | Buy |
253,259
+120,049
| +90% | +$4.52M | ﹤0.01% | 1490 |
|
|
2022
Q2 | $4.55M | Buy |
133,210
+4,372
| +3% | +$149K | ﹤0.01% | 2064 |
|
|
2022
Q1 | $5.02M | Sell |
128,838
-15,290
| -11% | -$596K | ﹤0.01% | 2321 |
|
|
2021
Q4 | $4.25M | Buy |
144,128
+14,764
| +11% | +$435K | ﹤0.01% | 2578 |
|
|
2021
Q3 | $3.41M | Sell |
129,364
-18,992
| -13% | -$501K | ﹤0.01% | 3052 |
|
|
2021
Q2 | $3.66M | Sell |
148,356
-558,533
| -79% | -$13.8M | ﹤0.01% | 3017 |
|
|
2021
Q1 | $11.6M | Sell |
706,889
-618,373
| -47% | -$10.1M | ﹤0.01% | 2006 |
|
|
2020
Q4 | $8.11M | Buy |
1,325,262
+524,554
| +66% | +$3.21M | ﹤0.01% | 2267 |
|
|
2020
Q3 | $1.27M | Buy |
800,708
+456,450
| +133% | +$726K | ﹤0.01% | 3603 |
|
|
2020
Q2 | $1.29M | Buy |
344,258
+132,995
| +63% | +$499K | ﹤0.01% | 3539 |
|
|
2020
Q1 | $258K | Buy |
211,263
+62,992
| +42% | +$76.9K | ﹤0.01% | 4359 |
|
|
2019
Q4 | $1.67M | Sell |
148,271
-67,526
| -31% | -$760K | ﹤0.01% | 3450 |
|
|
2019
Q3 | $2.09M | Buy |
215,797
+60,741
| +39% | +$589K | ﹤0.01% | 3260 |
|
|
2019
Q2 | $1.94M | Sell |
155,056
-86,833
| -36% | -$1.09M | ﹤0.01% | 3358 |
|
|
2019
Q1 | $4.23M | Sell |
241,889
-56,129
| -19% | -$982K | ﹤0.01% | 2704 |
|
|
2018
Q4 | $4.61M | Sell |
298,018
-104,217
| -26% | -$1.61M | ﹤0.01% | 2481 |
|
|
2018
Q3 | $12.7M | Sell |
402,235
-16,128
| -4% | -$508K | ﹤0.01% | 1872 |
|
|
2018
Q2 | $10.7M | Buy |
418,363
+36,603
| +10% | +$940K | ﹤0.01% | 2000 |
|
|
2018
Q1 | $6.88M | Sell |
381,760
-52,341
| -12% | -$944K | ﹤0.01% | 2335 |
|
|
2017
Q4 | $9.59M | Buy |
434,101
+13,350
| +3% | +$295K | ﹤0.01% | 2026 |
|
|
2017
Q3 | $7.46M | Buy |
420,751
+69,592
| +20% | +$1.23M | ﹤0.01% | 2184 |
|
|
2017
Q2 | $5.8M | Sell |
351,159
-32,622
| -9% | -$539K | ﹤0.01% | 2314 |
|
|
2017
Q1 | $9.22M | Sell |
383,781
-43,901
| -10% | -$1.05M | ﹤0.01% | 1935 |
|
|
2016
Q4 | $14.7M | Buy |
427,682
+149,548
| +54% | +$5.16M | 0.01% | 1567 |
|
|
2016
Q3 | $10.7M | Buy |
278,134
+172,061
| +162% | +$6.64M | ﹤0.01% | 1707 |
|
|
2016
Q2 | $2.86M | Sell |
106,073
-12,202
| -10% | -$329K | ﹤0.01% | 2694 |
|
|
2016
Q1 | $2.22M | Sell |
118,275
-111,391
| -49% | -$2.09M | ﹤0.01% | 2825 |
|
|
2015
Q4 | $4.52M | Buy |
229,666
+9,868
| +4% | +$194K | ﹤0.01% | 2379 |
|
|
2015
Q3 | $7.04M | Sell |
219,798
-6,641
| -3% | -$213K | ﹤0.01% | 2054 |
|
|
2015
Q2 | $10.4M | Sell |
226,439
-5,705
| -2% | -$263K | ﹤0.01% | 1872 |
|
|
2015
Q1 | $12M | Sell |
232,144
-459,569
| -66% | -$23.8M | ﹤0.01% | 1714 |
|
|
2014
Q4 | $26.7M | Buy |
691,713
+140,129
| +25% | +$5.41M | 0.01% | 1103 |
|
|
2014
Q3 | $43M | Buy |
551,584
+65,453
| +13% | +$5.11M | 0.02% | 818 |
|
|
2014
Q2 | $40.9M | Sell |
486,131
-19,855
| -4% | -$1.67M | 0.02% | 877 |
|
|
2014
Q1 | $36.1M | Buy |
505,986
+10,979
| +2% | +$783K | 0.02% | 916 |
|
|
2013
Q4 | $41.1M | Sell |
495,007
-16,270
| -3% | -$1.35M | 0.02% | 847 |
|
|
2013
Q3 | $39.5M | Buy |
511,277
+122,173
| +31% | +$9.43M | 0.02% | 806 |
|
|
2013
Q2 | $23.3M | Buy |
+389,104
| New | +$23.3M | 0.01% | 1045 |
|