Albion Financial Group’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 | $41.1K | Buy |
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|
2025
Q2 | $15.3K | Hold |
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|
2025
Q1 | $13.7K | Buy |
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|
2024
Q4 | $13.3K | Buy |
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|
2024
Q3 | $3.79K | Hold |
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|
2024
Q2 | $3.98K | Hold |
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|
2024
Q1 | $3.88K | Hold |
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|
2023
Q4 | $3.3K | Hold |
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|
2023
Q3 | $2.74K | Hold |
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|
2023
Q2 | $2.86K | Hold |
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|
2023
Q1 | $2.5K | Hold |
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|
2022
Q4 | $2.77K | Hold |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $3K | Sell |
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|
2021
Q4 | $6K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $680K | Sell |
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|
2019
Q4 | $1.31M | Buy |
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|
2019
Q3 | $1.2M | Hold |
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|
2019
Q2 | $1.12M | Buy |
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|
2019
Q1 | $1.14M | Hold |
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|
2018
Q4 | $1.08M | Hold |
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|
2018
Q3 | $1.24M | Hold |
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|
2018
Q2 | $1.3M | Hold |
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|
2018
Q1 | $1.23M | Hold |
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|
2017
Q4 | $1.43M | Hold |
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|
2017
Q3 | $1.3M | Hold |
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|
2017
Q2 | $1.3M | Hold |
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|
2017
Q1 | $1.31M | Sell |
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|
2016
Q4 | $1.3M | Buy |
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|
2016
Q3 | $1.04M | Sell |
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|
2016
Q2 | $1.25M | Hold |
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|
2016
Q1 | $1.27M | Sell |
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|
2015
Q4 | $1.45M | Sell |
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|
2015
Q3 | $1.37M | Sell |
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|
2015
Q2 | $1.6M | Buy |
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|
2015
Q1 | $1.54M | Buy |
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|
2014
Q4 | $1.48M | Hold |
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|
2014
Q3 | $1.4M | Sell |
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|
2014
Q2 | $1.42M | Hold |
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|
2014
Q1 | $1.34M | Buy |
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|
2013
Q4 | $1.22M | Hold |
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|
2013
Q3 | $1.11M | Hold |
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|
2013
Q2 | $1.11M | Buy |
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