Westside Investment Management’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 | $84.3K | Buy |
1,040
+740
| +247% | +$60K | 0.02% | 364 |
|
|
2025
Q1 | $21.5K | Hold |
300
| – | – | ﹤0.01% | 548 |
|
|
2024
Q4 | $21.1K | Hold |
300
| – | – | ﹤0.01% | 554 |
|
|
2024
Q3 | $16.9K | Hold |
300
| – | – | ﹤0.01% | 604 |
|
|
2024
Q2 | $17.8K | Hold |
300
| – | – | ﹤0.01% | 571 |
|
|
2024
Q1 | $17.4K | Hold |
300
| – | – | ﹤0.01% | 546 |
|
|
2023
Q4 | $14.8K | Hold |
300
| – | – | ﹤0.01% | 537 |
|
|
2023
Q3 | $12.3K | Hold |
300
| – | – | ﹤0.01% | 553 |
|
|
2023
Q2 | $12.8K | Hold |
300
| – | – | ﹤0.01% | 550 |
|
|
2023
Q1 | $11.2K | Hold |
300
| – | – | ﹤0.01% | 567 |
|
|
2022
Q4 | $12 | Hold |
300
| – | – | ﹤0.01% | 590 |
|
|
2022
Q3 | $12 | Hold |
300
| – | – | ﹤0.01% | 584 |
|
|
2022
Q2 | $11 | Hold |
300
| – | – | ﹤0.01% | 598 |
|
|
2022
Q1 | $14 | Hold |
300
| – | – | ﹤0.01% | 573 |
|
|
2021
Q4 | $14 | Hold |
300
| – | – | ﹤0.01% | 553 |
|
|
2021
Q3 | $13 | Hold |
300
| – | – | ﹤0.01% | 547 |
|
|
2021
Q2 | $13 | Hold |
300
| – | – | ﹤0.01% | 544 |
|
|
2021
Q1 | $11 | Hold |
300
| – | – | ﹤0.01% | 548 |
|
|
2020
Q4 | $9 | Hold |
300
| – | – | ﹤0.01% | 512 |
|
|
2020
Q3 | $7 | Hold |
300
| – | – | ﹤0.01% | 529 |
|
|
2020
Q2 | $7 | Sell |
300
-60
| -17% | -$1 | ﹤0.01% | 512 |
|
|
2020
Q1 | $10 | Buy |
+360
| New | +$10 | ﹤0.01% | 475 |
|
|
2019
Q2 | $12 | Buy |
+260
| New | +$12 | ﹤0.01% | 453 |
|
|
2018
Q4 | $12K | Sell |
260
-868
| -77% | -$40K | ﹤0.01% | 438 |
|
|
2018
Q3 | $67.5K | Sell |
1,128
-189
| -14% | -$11.3K | 0.02% | 238 |
|
|
2018
Q2 | $74.2K | Buy |
1,317
+104
| +9% | +$5.86K | 0.03% | 257 |
|
|
2018
Q1 | $62.3K | Sell |
1,213
-437
| -26% | -$22.4K | 0.03% | 263 |
|
|
2017
Q4 | $102K | Buy |
1,650
+125
| +8% | +$7.76K | 0.06% | 214 |
|
|
2017
Q3 | $84.1K | Sell |
1,525
-761
| -33% | -$42K | 0.05% | 217 |
|
|
2017
Q2 | $127K | Buy |
2,286
+891
| +64% | +$49.5K | 0.08% | 171 |
|
|
2017
Q1 | $76.7K | Sell |
1,395
-64
| -4% | -$3.52K | 0.04% | 219 |
|
|
2016
Q4 | $80K | Buy |
+1,459
| New | +$80K | 0.05% | 155 |
|