Alpine Woods Capital Investors’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 | $14.9M | Sell |
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|
2025
Q2 | $17.1M | Sell |
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|
2025
Q1 | $15.7M | Hold |
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|
2024
Q4 | $15.3M | Sell |
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|
2024
Q3 | $24.9M | Hold |
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|
2024
Q2 | $20.4M | Sell |
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|
2024
Q1 | $22.8M | Sell |
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|
2023
Q4 | $19.2M | Sell |
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|
2023
Q3 | $17.9M | Sell |
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|
2023
Q2 | $20.1M | Sell |
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|
2023
Q1 | $17.7M | Sell |
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|
2022
Q4 | $19.8M | Sell |
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|
2022
Q3 | $19.4M | Sell |
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|
2022
Q2 | $19.4M | Sell |
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|
2022
Q1 | $24.1M | Sell |
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|
2021
Q4 | $29.6M | Sell |
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|
2021
Q3 | $29.4M | Sell |
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|
2021
Q2 | $35.1M | Sell |
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|
2021
Q1 | $31.5M | Sell |
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|
2020
Q4 | $24.8M | Sell |
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|
2020
Q3 | $20.6M | Sell |
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|
2020
Q2 | $22.5M | Sell |
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|
2020
Q1 | $25.7M | Hold |
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|
2019
Q4 | $48.2M | Sell |
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|
2019
Q3 | $88M | Buy |
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|
2019
Q2 | $42.6M | Hold |
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|
2019
Q1 | $43.5M | Sell |
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|
2018
Q4 | $41.5M | Sell |
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|
2018
Q3 | $47.4M | Sell |
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|
2018
Q2 | $50M | Sell |
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|
2018
Q1 | $57.7M | Sell |
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|
2017
Q4 | $66.9M | Sell |
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|
2017
Q3 | $62.4M | Buy |
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|
2017
Q2 | $62.1M | Sell |
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|
2017
Q1 | $64.7M | Buy |
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|
2016
Q4 | $64M | Sell |
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|
2016
Q3 | $51.6M | Sell |
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|
2016
Q2 | $55.2M | Sell |
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|
2016
Q1 | $57M | Buy |
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|
2015
Q4 | $62M | Sell |
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|
2015
Q3 | $58.7M | Hold |
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|
2015
Q2 | $64.3M | Hold |
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|
2015
Q1 | $62.2M | Hold |
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|
2014
Q4 | $62.6M | Sell |
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|
2014
Q3 | $65.8M | Hold |
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|
2014
Q2 | $66.6K | Sell |
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|
2014
Q1 | $63.6M | Sell |
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|
2013
Q4 | $58.5M | Sell |
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|
2013
Q3 | $54.9M | Hold |
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|
2013
Q2 | $54.9M | Buy |
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