Wimmer Associates 1’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 | $1.05M | Buy |
13,064
+250
| +2% | +$20K | 0.54% | 51 |
|
|
2025
Q1 | $974K | Buy |
12,814
+18
| +0.1% | +$1.37K | 0.51% | 52 |
|
|
2024
Q4 | $899K | Hold |
12,796
| – | – | 0.44% | 54 |
|
|
2024
Q3 | $723K | Hold |
12,796
| – | – | 0.35% | 62 |
|
|
2024
Q2 | $760K | Hold |
12,796
| – | – | 0.39% | 58 |
|
|
2024
Q1 | $742K | Sell |
12,796
-345
| -3% | -$20K | 0.39% | 64 |
|
|
2023
Q4 | $647K | Hold |
13,141
| – | – | 0.36% | 67 |
|
|
2023
Q3 | $537K | Sell |
13,141
-2,200
| -14% | -$89.9K | 0.34% | 72 |
|
|
2023
Q2 | $655K | Sell |
15,341
-140
| -0.9% | -$5.98K | 0.39% | 60 |
|
|
2023
Q1 | $600K | Sell |
15,481
-325
| -2% | -$12.6K | 0.38% | 62 |
|
|
2022
Q4 | $653K | Hold |
15,806
| – | – | 0.43% | 61 |
|
|
2022
Q3 | $727K | Sell |
15,806
-70
| -0.4% | -$3.22K | 0.48% | 56 |
|
|
2022
Q2 | $622K | Hold |
15,876
| – | – | 0.41% | 59 |
|
|
2022
Q1 | $769K | Hold |
15,876
| – | – | 0.43% | 54 |
|
|
2021
Q4 | $762K | Hold |
15,876
| – | – | 0.41% | 57 |
|
|
2021
Q3 | $737K | Sell |
15,876
-340
| -2% | -$15.8K | 0.44% | 54 |
|
|
2021
Q2 | $734K | Sell |
16,216
-330
| -2% | -$14.9K | 0.43% | 53 |
|
|
2021
Q1 | $646K | Hold |
16,546
| – | – | 0.35% | 63 |
|
|
2020
Q4 | $499K | Sell |
16,546
-492
| -3% | -$14.8K | 0.3% | 68 |
|
|
2020
Q3 | $401K | Sell |
17,038
-1,460
| -8% | -$34.4K | 0.27% | 77 |
|
|
2020
Q2 | $457K | Buy |
+18,498
| New | +$457K | 0.36% | 65 |
|
|
2020
Q1 | – | Sell |
-18,498
| Closed | -$995K | – | 106 |
|
|
2019
Q4 | $995K | Sell |
18,498
-540
| -3% | -$29K | 0.8% | 42 |
|
|
2019
Q3 | $960K | Sell |
19,038
-720
| -4% | -$36.3K | 0.84% | 42 |
|
|
2019
Q2 | $935K | Hold |
19,758
| – | – | 0.82% | 42 |
|
|
2019
Q1 | $955K | Hold |
19,758
| – | – | 0.85% | 41 |
|
|
2018
Q4 | $910K | Sell |
19,758
-730
| -4% | -$33.6K | 0.9% | 40 |
|
|
2018
Q3 | $1.08M | Hold |
20,488
| – | – | 0.9% | 39 |
|
|
2018
Q2 | $1.14M | Hold |
20,488
| – | – | 1.01% | 38 |
|
|
2018
Q1 | $1.07M | Hold |
20,488
| – | – | 0.95% | 39 |
|
|
2017
Q4 | $1.24M | Sell |
20,488
-247
| -1% | -$15K | 1.12% | 35 |
|
|
2017
Q3 | $1.14M | Sell |
20,735
-9,560
| -32% | -$527K | 1.05% | 38 |
|
|
2017
Q2 | $1.68M | Buy |
30,295
+245
| +0.8% | +$13.6K | 1.55% | 24 |
|
|
2017
Q1 | $1.67M | Sell |
30,050
-1,219
| -4% | -$67.9K | 1.56% | 26 |
|
|
2016
Q4 | $1.72M | Buy |
31,269
+20,681
| +195% | +$1.14M | 1.6% | 24 |
|
|
2016
Q3 | $469K | Buy |
10,588
+1,517
| +17% | +$67.2K | 0.42% | 69 |
|
|
2016
Q2 | $429K | Buy |
9,071
+1,015
| +13% | +$48K | 0.38% | 73 |
|
|
2016
Q1 | $390K | Sell |
8,056
-525
| -6% | -$25.4K | 0.36% | 76 |
|
|
2015
Q4 | $466K | Buy |
+8,581
| New | +$466K | 0.49% | 65 |
|