Ownership history in IMS Capital Management · 44 quarters on record
This page tracks every 13F SEC filing in which IMS Capital Management reported a position in WELLS FARGO & CO NEW COM (WFC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 48,267 | -509 | -1.0% | 1.87% | $4.0M | $82.97 |
| 2025 Q2 | REDUCED | 48,776 | -357 | -0.7% | 1.77% | $3.5M | $78.85 |
| 2024 Q4 | UNCHANGED | 49,133 | — | 0% | 1.60% | $3.5M | $68.41 |
| 2024 Q3 | UNCHANGED | 49,133 | — | 0% | 1.25% | $2.8M | $54.70 |
| 2024 Q2 | UNCHANGED | 49,133 | — | 0% | 1.29% | $2.8M | $57.08 |
| 2024 Q1 | REDUCED | 49,133 | -12,150 | -19.8% | 1.32% | $2.8M | $55.38 |
| 2023 Q3 | REDUCED | 61,283 | -285 | -0.5% | 1.49% | $2.5M | $38.43 |
| 2023 Q2 | REDUCED | 61,568 | -665 | -1.1% | 1.37% | $2.3M | $39.83 |
| 2022 Q4 | REDUCED | 62,233 | -1,250 | -2.0% | 1.64% | $2.6M | $37.99 |
| 2022 Q3 | ADDED | 63,483 | +360 | +0.6% | 1.76% | $2.6M | $36.77 |
As of 2025 Q4 — sorted by position size