WOC
West Oak Capital’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.94K | Sell |
6,165
-35
| -0.6% | -$28 | 0.19% | 81 |
|
|
2025
Q1 | $4.45K | Sell |
6,200
-500
| -7% | -$359 | 0.17% | 83 |
|
|
2024
Q4 | $4.71M | Sell |
6,700
-6,925
| -51% | -$4.86M | 0.17% | 81 |
|
|
2024
Q3 | $3.79K | Buy |
13,625
+6,700
| +97% | +$1.86K | 0.07% | 93 |
|
|
2024
Q2 | $411K | Buy |
6,925
+550
| +9% | +$32.7K | 0.17% | 83 |
|
|
2024
Q1 | $369K | Hold |
6,375
| – | – | 0.16% | 90 |
|
|
2023
Q4 | $302K | Hold |
6,375
| – | – | 0.14% | 97 |
|
|
2023
Q3 | $260K | Buy |
6,375
+650
| +11% | +$26.5K | 0.13% | 102 |
|
|
2023
Q2 | $244K | Hold |
5,725
| – | – | 0.12% | 109 |
|
|
2023
Q1 | $214K | Buy |
5,725
+2,075
| +57% | +$77.6K | 0.11% | 116 |
|
|
2022
Q4 | $151K | Sell |
3,650
-500
| -12% | -$20.7K | 0.08% | 120 |
|
|
2022
Q3 | $167K | Sell |
4,150
-400
| -9% | -$16.1K | 0.09% | 121 |
|
|
2022
Q2 | $178K | Sell |
4,550
-800
| -15% | -$31.3K | 0.09% | 119 |
|
|
2022
Q1 | $259K | Sell |
5,350
-150
| -3% | -$7.26K | 0.12% | 118 |
|
|
2021
Q4 | $264K | Buy |
5,500
+700
| +15% | +$33.6K | 0.1% | 119 |
|
|
2021
Q3 | $223K | Hold |
4,800
| – | – | 0.09% | 121 |
|
|
2021
Q2 | $217K | Hold |
4,800
| – | – | 0.09% | 120 |
|
|
2021
Q1 | $188K | Buy |
4,800
+4,050
| +540% | +$159K | 0.08% | 125 |
|
|
2020
Q4 | $23K | Hold |
750
| – | – | 0.01% | 213 |
|
|
2020
Q3 | $18K | Hold |
750
| – | – | 0.01% | 204 |
|
|
2020
Q2 | $19K | Sell |
750
-150
| -17% | -$3.8K | 0.01% | 205 |
|
|
2020
Q1 | $26K | Buy |
900
+150
| +20% | +$4.33K | 0.02% | 185 |
|
|
2019
Q4 | $40K | Hold |
750
| – | – | 0.02% | 186 |
|
|
2019
Q3 | $38K | Sell |
750
-1,800
| -71% | -$91.2K | 0.02% | 191 |
|
|
2019
Q2 | $121K | Hold |
2,550
| – | – | 0.07% | 130 |
|
|
2019
Q1 | $123K | Sell |
2,550
-200
| -7% | -$9.65K | 0.08% | 129 |
|
|
2018
Q4 | $127K | Hold |
2,750
| – | – | 0.09% | 122 |
|
|
2018
Q3 | $145K | Buy |
2,750
+200
| +8% | +$10.5K | 0.08% | 128 |
|
|
2018
Q2 | $141K | Sell |
2,550
-21,457
| -89% | -$1.19M | 0.09% | 123 |
|
|
2018
Q1 | $1.26M | Sell |
24,007
-11,372
| -32% | -$596K | 0.75% | 52 |
|
|
2017
Q4 | $2.15M | Sell |
35,379
-1,894
| -5% | -$115K | 1.32% | 13 |
|
|
2017
Q3 | $2.06M | Sell |
37,273
-699
| -2% | -$38.6K | 1.22% | 17 |
|
|
2017
Q2 | $2.1M | Sell |
37,972
-606
| -2% | -$33.6K | 1.28% | 12 |
|
|
2017
Q1 | $2.15M | Buy |
38,578
+1,919
| +5% | +$107K | 1.32% | 13 |
|
|
2016
Q4 | $2.02M | Sell |
36,659
-3,275
| -8% | -$180K | 1.35% | 12 |
|
|
2016
Q3 | $1.77M | Buy |
39,934
+550
| +1% | +$24.4K | 1.22% | 23 |
|
|
2016
Q2 | $1.86M | Buy |
39,384
+1,140
| +3% | +$54K | 1.35% | 21 |
|
|
2016
Q1 | $1.85M | Sell |
38,244
-210
| -0.5% | -$10.2K | 1.42% | 18 |
|
|
2015
Q4 | $2.09M | Buy |
38,454
+1,620
| +4% | +$88.1K | 1.62% | 8 |
|
|
2015
Q3 | $1.89M | Sell |
36,834
-190
| -0.5% | -$9.76K | 1.53% | 8 |
|
|
2015
Q2 | $2.08M | Sell |
37,024
-180
| -0.5% | -$10.1K | 1.55% | 6 |
|
|
2015
Q1 | $2.02M | Sell |
37,204
-2,971
| -7% | -$162K | 1.48% | 10 |
|
|
2014
Q4 | $2.2M | Sell |
40,175
-649
| -2% | -$35.6K | 1.6% | 5 |
|
|
2014
Q3 | $2.12M | Sell |
40,824
-480
| -1% | -$24.9K | 1.59% | 4 |
|
|
2014
Q2 | $2.17M | Sell |
41,304
-490
| -1% | -$25.8K | 1.57% | 5 |
|
|
2014
Q1 | $2.08M | Sell |
41,794
-650
| -2% | -$32.3K | 1.52% | 4 |
|
|
2013
Q4 | $1.93M | Sell |
42,444
-120
| -0.3% | -$5.45K | 1.42% | 9 |
|
|
2013
Q3 | $1.76M | Sell |
42,564
-1,160
| -3% | -$47.9K | 1.38% | 10 |
|
|
2013
Q2 | $1.8M | Buy |
+43,724
| New | +$1.8M | 1.51% | 7 |
|