Woodmont Investment Counsel’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $780K | Buy |
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|
2025
Q1 | $694K | Sell |
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|
2024
Q4 | $681K | Sell |
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|
2024
Q3 | $593K | Hold |
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|
2024
Q2 | $624K | Sell |
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|
2024
Q1 | $627K | Sell |
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|
2023
Q4 | $556K | Buy |
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|
2023
Q3 | $457K | Sell |
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|
2023
Q2 | $495K | Sell |
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|
2023
Q1 | $477K | Sell |
|
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|
2022
Q4 | $531K | Sell |
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|
2022
Q3 | $550K | Hold |
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|
2022
Q2 | $536K | Sell |
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|
2022
Q1 | $687K | Sell |
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|
2021
Q4 | $716K | Sell |
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|
2021
Q3 | $700K | Sell |
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|
2021
Q2 | $721K | Sell |
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|
2021
Q1 | $711K | Sell |
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|
2020
Q4 | $629K | Sell |
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|
2020
Q3 | $2.65M | Sell |
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|
2020
Q2 | $3.51M | Sell |
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|
2020
Q1 | $4.07M | Buy |
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|
2019
Q4 | $5.72M | Buy |
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|
2019
Q3 | $5.36M | Buy |
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|
2019
Q2 | $4.59M | Buy |
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|
2019
Q1 | $4.03M | Buy |
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|
2018
Q4 | $3.82M | Buy |
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|
2018
Q3 | $4.21M | Sell |
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|
2018
Q2 | $4.64M | Sell |
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|
2018
Q1 | $4.39M | Sell |
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|
2017
Q4 | $5.48M | Buy |
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|
2017
Q3 | $4.97M | Buy |
|
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|
2017
Q2 | $4.86M | Buy |
|
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|
2017
Q1 | $4.31M | Sell |
|
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|
2016
Q4 | $4.74M | Sell |
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|
2016
Q3 | $4.43M | Buy |
|
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|
2016
Q2 | $4.39M | Buy |
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|
2016
Q1 | $4.39M | Buy |
|
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|
2015
Q4 | $4.09M | Sell |
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|
2015
Q3 | $4.64M | Buy |
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|
2015
Q2 | $4.82M | Sell |
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|
2015
Q1 | $4.76M | Sell |
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|
2014
Q4 | $4.86M | Buy |
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|
2014
Q3 | $4.13M | Sell |
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|
2014
Q2 | $4.36M | Sell |
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|
2014
Q1 | $4.17M | Sell |
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|
2013
Q4 | $3.95M | Sell |
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|
2013
Q3 | $3.8M | Sell |
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|
2013
Q2 | $3.93M | Buy |
|