Zuckerman Investment Group’s Wells Fargo WFC Stock Holding History

Zuckerman Investment Group’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$799K	Hold	9,968	–	–	0.08%	86
2025 Q1	$716K	Hold	9,968	–	–	0.08%	90
2024 Q4	$779K	Sell	9,968 -415	-4%	-$32.4K	0.07%	85
2024 Q3	$587K	Buy	10,383 +415	+4%	+$23.4K	0.06%	96
2024 Q2	$592K	Hold	9,968	–	–	0.07%	91
2024 Q1	$578K	Buy	+9,968	New	+$578K	0.07%	89
2023 Q4	–	Sell	-9,968	Closed	-$407K	–	143
2023 Q3	$407K	Hold	9,968	–	–	0.06%	90
2023 Q2	$425K	Hold	9,968	–	–	0.06%	91
2023 Q1	$373K	Hold	9,968	–	–	0.06%	87
2022 Q4	$412K	Hold	9,968	–	–	0.07%	89
2022 Q3	$401K	Hold	9,968	–	–	0.08%	83
2022 Q2	$390K	Hold	9,968	–	–	0.07%	77
2022 Q1	$483K	Hold	9,968	–	–	0.08%	72
2021 Q4	$478K	Sell	9,968 -1	-0%	-$48	0.07%	77
2021 Q3	$463K	Hold	9,969	–	–	0.08%	78
2021 Q2	$451K	Hold	9,969	–	–	0.07%	77
2021 Q1	$389K	Hold	9,969	–	–	0.06%	78
2020 Q4	$301K	Hold	9,969	–	–	0.06%	71
2020 Q3	$234K	Sell	9,969 -2,000	-17%	-$46.9K	0.05%	71
2020 Q2	$306K	Hold	11,969	–	–	0.07%	62
2020 Q1	$344K	Buy	11,969 +2,019	+20%	+$58K	0.1%	55
2019 Q4	$535K	Hold	9,950	–	–	0.11%	48
2019 Q3	$502K	Hold	9,950	–	–	0.12%	48
2019 Q2	$471K	Hold	9,950	–	–	0.1%	47
2019 Q1	$481K	Hold	9,950	–	–	0.11%	48
2018 Q4	$458K	Hold	9,950	–	–	0.13%	44
2018 Q3	$523K	Hold	9,950	–	–	0.11%	45
2018 Q2	$552K	Sell	9,950 -203	-2%	-$11.3K	0.13%	42
2018 Q1	$532K	Sell	10,153 -535	-5%	-$28K	0.14%	44
2017 Q4	$648K	Buy	10,688 +738	+7%	+$44.7K	0.16%	41
2017 Q3	$549K	Hold	9,950	–	–	0.13%	41
2017 Q2	$551K	Hold	9,950	–	–	0.15%	40
2017 Q1	$554K	Hold	9,950	–	–	0.13%	41
2016 Q4	$548K	Hold	9,950	–	–	0.13%	43
2016 Q3	$441K	Hold	9,950	–	–	0.12%	45
2016 Q2	$471K	Hold	9,950	–	–	0.13%	42
2016 Q1	$481K	Sell	9,950 -317	-3%	-$15.3K	0.13%	34
2015 Q4	$558K	Sell	10,267 -2,508	-20%	-$136K	0.13%	38
2015 Q3	$656K	Hold	12,775	–	–	0.15%	35
2015 Q2	$718K	Hold	12,775	–	–	0.16%	31
2015 Q1	$695K	Hold	12,775	–	–	0.15%	36
2014 Q4	$700K	Sell	12,775 -199	-2%	-$10.9K	0.15%	35
2014 Q3	$673K	Buy	+12,974	New	+$673K	0.14%	41