Adams Asset 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
Q3 | $13.5M | Sell |
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|
2025
Q2 | $12.9M | Sell |
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|
2025
Q1 | $12.6M | Hold |
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|
2024
Q4 | $12.4M | Sell |
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|
2024
Q3 | $9.99M | Hold |
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|
2024
Q2 | $10.5M | Sell |
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|
2024
Q1 | $10.5M | Sell |
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|
2023
Q4 | $8.94M | Hold |
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|
2023
Q3 | $7.42M | Buy |
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|
2023
Q2 | $6.85M | Sell |
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|
2023
Q1 | $6.98M | Hold |
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|
2022
Q4 | $7.71M | Sell |
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|
2022
Q3 | $7.54M | Buy |
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|
2022
Q2 | $7.25M | Buy |
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|
2022
Q1 | $7.36M | Sell |
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|
2021
Q4 | $7.47M | Sell |
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|
2021
Q3 | $10M | Buy |
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|
2021
Q2 | $9.72M | Sell |
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|
2021
Q1 | $9.34M | Hold |
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|
2020
Q4 | $7.21M | Buy |
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|
2020
Q3 | $5.61M | Buy |
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|
2020
Q2 | $4.35M | Buy |
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|
2020
Q1 | $3.36M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $3.74M | Sell |
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|
2017
Q3 | $3.9M | Sell |
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|
2017
Q2 | $4.6M | Hold |
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|
2017
Q1 | $4.62M | Hold |
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|
2016
Q4 | $4.58M | Sell |
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|
2016
Q3 | $3.67M | Buy |
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