Ownership history in DCM Advisors, LLC Β· 15 quarters on record
This page tracks every 13F SEC filing in which DCM Advisors, LLC reported a position in WELLS FARGO CO NEW (WFC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π DCM Advisors, LLC outperformed the S&P 500 by +9.3% annually on this WFC position. Timing score: 42% (5/12 decisions correct). Average cost basis: $44.80. Maximum drawdown during holding period: β18.7%.
π₯ Exceptional β beat the S&P 500 by 9.3% per year on this position.
14 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
5 of 12 add/trim decisions correct
Best entry: $39.83 (2023 Q2) Β· Worst: $78.85 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 7 trims. Bought during 0 of 3 down-price quarters. π Predominantly trimming β distribution phase.
π DCM Advisors, LLC has been actively increasing its WFC allocation β a bullish signal from insiders.
Currently 4.53% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size