Wharton Business Group’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 | $1.42M | Hold |
17,695
| – | – | 0.06% | 72 |
|
|
2025
Q1 | $1.27M | Sell |
17,695
-5
| -0% | -$359 | 0.06% | 74 |
|
|
2024
Q4 | $1.24M | Hold |
17,700
| – | – | 0.06% | 74 |
|
|
2024
Q3 | $1M | Hold |
17,700
| – | – | 0.04% | 84 |
|
|
2024
Q2 | $1.05M | Hold |
17,700
| – | – | 0.05% | 77 |
|
|
2024
Q1 | $1.03M | Hold |
17,700
| – | – | 0.05% | 78 |
|
|
2023
Q4 | $871K | Sell |
17,700
-300
| -2% | -$14.8K | 0.04% | 78 |
|
|
2023
Q3 | $735K | Hold |
18,000
| – | – | 0.04% | 83 |
|
|
2023
Q2 | $768K | Buy |
18,000
+200
| +1% | +$8.53K | 0.05% | 74 |
|
|
2023
Q1 | $665K | Hold |
17,800
| – | – | 0.04% | 80 |
|
|
2022
Q4 | $735K | Buy |
17,800
+105
| +0.6% | +$4.34K | 0.04% | 83 |
|
|
2022
Q3 | $711K | Buy |
17,695
+215
| +1% | +$8.64K | 0.05% | 77 |
|
|
2022
Q2 | $685K | Buy |
17,480
+10,945
| +167% | +$429K | 0.05% | 78 |
|
|
2022
Q1 | $317K | Buy |
+6,535
| New | +$317K | 0.02% | 110 |
|
|
2017
Q3 | – | Sell |
-68,154
| Closed | -$3.78M | – | 116 |
|
|
2017
Q2 | $3.78M | Hold |
68,154
| – | – | 0.4% | 40 |
|
|
2017
Q1 | $3.79M | Buy |
68,154
+500
| +0.7% | +$27.8K | 0.41% | 40 |
|
|
2016
Q4 | $3.73M | Sell |
67,654
-14,216
| -17% | -$783K | 0.44% | 43 |
|
|
2016
Q3 | $3.63M | Hold |
81,870
| – | – | 0.45% | 44 |
|
|
2016
Q2 | $3.88M | Sell |
81,870
-1,824
| -2% | -$86.3K | 0.46% | 45 |
|
|
2016
Q1 | $4.05M | Buy |
83,694
+59
| +0.1% | +$2.85K | 0.45% | 43 |
|
|
2015
Q4 | $4.55M | Hold |
83,635
| – | – | 0.45% | 48 |
|
|
2015
Q3 | $4.3M | Hold |
83,635
| – | – | 0.42% | 50 |
|
|
2015
Q2 | $4.7K | Hold |
83,635
| – | – | 0.31% | 55 |
|
|
2015
Q1 | $4.55M | Sell |
83,635
-8,485
| -9% | -$462K | 0.37% | 54 |
|
|
2014
Q4 | $5.05M | Hold |
92,120
| – | – | 0.42% | 55 |
|
|
2014
Q3 | $4.78M | Hold |
92,120
| – | – | 0.42% | 58 |
|
|
2014
Q2 | $4.84M | Buy |
92,120
+64,250
| +231% | +$3.38M | 0.53% | 51 |
|
|
2014
Q1 | $1.39M | Hold |
27,870
| – | – | 0.11% | 101 |
|
|
2013
Q4 | $1.27M | Buy |
+27,870
| New | +$1.27M | 0.11% | 101 |
|