Wilson & Boucher Capital 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 | $945K | Sell |
11,795
-100
| -0.8% | -$8.01K | 0.66% | 41 |
|
|
2025
Q1 | $854K | Sell |
11,895
-1,000
| -8% | -$71.8K | 0.64% | 45 |
|
|
2024
Q4 | $906K | Hold |
12,895
| – | – | 0.64% | 47 |
|
|
2024
Q3 | $728K | Sell |
12,895
-77
| -0.6% | -$4.35K | 0.5% | 57 |
|
|
2024
Q2 | $770K | Hold |
12,972
| – | – | 0.59% | 49 |
|
|
2024
Q1 | $752K | Sell |
12,972
-223
| -2% | -$12.9K | 0.59% | 53 |
|
|
2023
Q4 | $649K | Hold |
13,195
| – | – | 0.55% | 56 |
|
|
2023
Q3 | $539K | Sell |
13,195
-200
| -1% | -$8.17K | 0.51% | 57 |
|
|
2023
Q2 | $572K | Sell |
13,395
-550
| -4% | -$23.5K | 0.52% | 57 |
|
|
2023
Q1 | $521K | Buy |
13,945
+70
| +0.5% | +$2.62K | 0.5% | 60 |
|
|
2022
Q4 | $573K | Hold |
13,875
| – | – | 0.59% | 53 |
|
|
2022
Q3 | $558K | Hold |
13,875
| – | – | 0.65% | 51 |
|
|
2022
Q2 | $543K | Hold |
13,875
| – | – | 0.6% | 55 |
|
|
2022
Q1 | $672K | Buy |
13,875
+350
| +3% | +$17K | 0.61% | 53 |
|
|
2021
Q4 | $649K | Buy |
+13,525
| New | +$649K | 0.58% | 55 |
|