WIM
Wittenberg Investment Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $944K | Sell |
11,778
-150
| -1% | -$12K | 0.41% | 38 |
|
|
2025
Q1 | $856K | Sell |
11,928
-40,529
| -77% | -$2.91M | 0.39% | 36 |
|
|
2024
Q4 | $3.68M | Sell |
52,457
-52,073
| -50% | -$3.66M | 1.45% | 12 |
|
|
2024
Q3 | $5.9M | Sell |
104,530
-11,167
| -10% | -$631K | 1.9% | 12 |
|
|
2024
Q2 | $6.87M | Sell |
115,697
-52,180
| -31% | -$3.1M | 2.34% | 10 |
|
|
2024
Q1 | $9.73M | Sell |
167,877
-34,269
| -17% | -$1.99M | 3.32% | 6 |
|
|
2023
Q4 | $9.95M | Sell |
202,146
-29,881
| -13% | -$1.47M | 3.46% | 6 |
|
|
2023
Q3 | $9.48M | Sell |
232,027
-12,645
| -5% | -$517K | 3.47% | 6 |
|
|
2023
Q2 | $10.4M | Sell |
244,672
-16,239
| -6% | -$693K | 3.78% | 5 |
|
|
2023
Q1 | $9.75M | Buy |
260,911
+12,210
| +5% | +$456K | 3.63% | 5 |
|
|
2022
Q4 | $10.3M | Sell |
248,701
-50
| -0% | -$2.06K | 4.18% | 5 |
|
|
2022
Q3 | $10M | Buy |
248,751
+875
| +0.4% | +$35.2K | 4.26% | 5 |
|
|
2022
Q2 | $9.71M | Buy |
247,876
+21,700
| +10% | +$850K | 4.1% | 5 |
|
|
2022
Q1 | $11M | Sell |
226,176
-17,583
| -7% | -$852K | 4.13% | 5 |
|
|
2021
Q4 | $11.7M | Sell |
243,759
-670
| -0.3% | -$32.1K | 4.25% | 5 |
|
|
2021
Q3 | $11.3M | Sell |
244,429
-2,709
| -1% | -$126K | 4.36% | 5 |
|
|
2021
Q2 | $11.2M | Sell |
247,138
-22,387
| -8% | -$1.01M | 4.51% | 5 |
|
|
2021
Q1 | $10.5M | Sell |
269,525
-300
| -0.1% | -$11.7K | 4.83% | 5 |
|
|
2020
Q4 | $8.14M | Sell |
269,825
-196,154
| -42% | -$5.92M | 3.97% | 5 |
|
|
2020
Q3 | $11M | Sell |
465,979
-31,147
| -6% | -$732K | 5.88% | 4 |
|
|
2020
Q2 | $12.7M | Sell |
497,126
-3,388
| -0.7% | -$86.7K | 7.1% | 3 |
|
|
2020
Q1 | $14.4M | Buy |
500,514
+252,553
| +102% | +$7.25M | 7.85% | 3 |
|
|
2019
Q4 | $13.3M | Sell |
247,961
-4,464
| -2% | -$240K | 5.17% | 3 |
|
|
2019
Q3 | $12.7M | Buy |
252,425
+38,728
| +18% | +$1.95M | 5.55% | 3 |
|
|
2019
Q2 | $10.1M | Buy |
213,697
+5,592
| +3% | +$265K | 4.32% | 4 |
|
|
2019
Q1 | $10.1M | Buy |
208,105
+2,800
| +1% | +$135K | 4.26% | 4 |
|
|
2018
Q4 | $9.46M | Buy |
+205,305
| New | +$9.46M | 4.45% | 4 |
|