1834 Investment Advisors’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 | $1.44M | Buy |
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|
2025
Q1 | $1.28M | Sell |
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|
2024
Q4 | $1.38M | Sell |
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|
2024
Q3 | $1.24M | Buy |
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|
2024
Q2 | $1.14M | Sell |
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|
2024
Q1 | $1.18M | Buy |
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|
2023
Q4 | $903K | Sell |
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|
2023
Q3 | $948K | Buy |
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|
2023
Q2 | $801K | Buy |
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|
2023
Q1 | $683K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $95K | Hold |
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|
2022
Q1 | $117K | Sell |
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|
2021
Q4 | $120K | Hold |
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|
2021
Q3 | $116K | Sell |
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|
2021
Q2 | $235K | Sell |
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|
2021
Q1 | $245K | Sell |
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|
2020
Q4 | $192K | Sell |
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|
2020
Q3 | $154K | Sell |
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|
2020
Q2 | $244K | Sell |
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|
2020
Q1 | $528K | Buy |
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|
2019
Q4 | $544K | Sell |
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|
2019
Q3 | $584K | Sell |
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|
2019
Q2 | $625K | Sell |
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|
2019
Q1 | $717K | Sell |
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|
2018
Q4 | $804K | Sell |
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|
2018
Q3 | $1.16M | Sell |
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|
2018
Q2 | $1.31M | Sell |
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|
2018
Q1 | $1.73M | Sell |
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|
2017
Q4 | $8.65M | Buy |
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|
2017
Q3 | $7.79M | Buy |
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|
2017
Q2 | $7.58M | Buy |
|
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|
2017
Q1 | $5.33M | Buy |
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|
2016
Q4 | $1.31M | Sell |
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|
2016
Q3 | $1.08M | Sell |
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|
2016
Q2 | $2.94M | Sell |
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|
2016
Q1 | $5.46M | Buy |
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|
2015
Q4 | $6M | Buy |
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|
2015
Q3 | $5.51M | Buy |
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|
2015
Q2 | $5.91M | Sell |
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|
2015
Q1 | $5.72M | Buy |
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|
2014
Q4 | $5.51M | Sell |
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|
2014
Q3 | $5.8M | Sell |
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|
2014
Q2 | $5.89M | Buy |
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|
2014
Q1 | $5.48M | Sell |
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|
2013
Q4 | $5.08M | Buy |
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|
2013
Q3 | $4.54M | Buy |
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|
2013
Q2 | $4.53M | Buy |
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