AIMZ 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 | $919K | Hold |
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|
2025
Q1 | $824K | Hold |
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|
2024
Q4 | $806K | Sell |
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|
2024
Q3 | $653K | Buy |
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|
2024
Q2 | $667K | Sell |
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|
2024
Q1 | $715K | Sell |
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|
2023
Q4 | $640K | Sell |
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|
2023
Q3 | $548K | Hold |
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|
2023
Q2 | $573K | Hold |
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|
2023
Q1 | $502K | Hold |
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|
2022
Q4 | $554K | Sell |
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|
2022
Q3 | $552K | Hold |
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|
2022
Q2 | $538K | Hold |
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|
2022
Q1 | $665K | Sell |
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|
2021
Q4 | $696K | Sell |
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|
2021
Q3 | $681K | Hold |
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|
2021
Q2 | $665K | Sell |
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|
2021
Q1 | $577K | Sell |
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|
2020
Q4 | $452K | Buy |
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|
2020
Q3 | $351K | Hold |
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|
2020
Q2 | $383K | Buy |
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|
2020
Q1 | $406K | Hold |
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|
2019
Q4 | $761K | Hold |
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|
2019
Q3 | $713K | Sell |
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|
2019
Q2 | $686K | Hold |
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|
2019
Q1 | $700K | Hold |
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|
2018
Q4 | $668K | Sell |
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|
2018
Q3 | $823K | Sell |
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|
2018
Q2 | $879K | Sell |
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|
2018
Q1 | $848K | Sell |
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|
2017
Q4 | $982K | Sell |
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|
2017
Q3 | $910K | Hold |
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|
2017
Q2 | $914K | Hold |
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|
2017
Q1 | $918K | Hold |
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|
2016
Q4 | $909K | Sell |
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|
2016
Q3 | $752K | Sell |
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|
2016
Q2 | $813K | Sell |
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|
2016
Q1 | $1.77M | Buy |
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|
2015
Q4 | $924K | Sell |
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|
2015
Q3 | $877K | Sell |
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|
2015
Q2 | $966K | Buy |
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|
2015
Q1 | $928K | Buy |
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|
2014
Q4 | $894K | Buy |
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