Analyst IMS Investment Management Services’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 | $1.08M | Hold |
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|
2025
Q1 | $964K | Hold |
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|
2024
Q4 | $944K | Hold |
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|
2024
Q3 | $759K | Sell |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $738K | Sell |
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|
2023
Q3 | $717K | Hold |
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|
2023
Q2 | $744K | Sell |
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|
2023
Q1 | $657K | Sell |
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|
2022
Q4 | $797K | Sell |
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|
2022
Q3 | $844K | Sell |
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|
2022
Q2 | $867K | Sell |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $1.3M | Buy |
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|
2021
Q3 | $1.18M | Buy |
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|
2021
Q2 | $1.14M | Buy |
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|
2021
Q1 | $875K | Sell |
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|
2020
Q4 | $726K | Buy |
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|
2020
Q3 | $550K | Buy |
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|
2020
Q2 | $502K | Buy |
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|
2020
Q1 | $413K | Sell |
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|
2019
Q4 | $875K | Sell |
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|
2019
Q3 | $842K | Sell |
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|
2019
Q2 | $868K | Buy |
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|
2019
Q1 | $836K | Sell |
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|
2018
Q4 | $799 | Buy |
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|
2018
Q3 | $742 | Sell |
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|
2018
Q2 | $818K | Sell |
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|
2018
Q1 | $843K | Sell |
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|
2017
Q4 | $1.17M | Sell |
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|
2017
Q3 | $1.14M | Buy |
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|
2017
Q2 | $1.11M | Buy |
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|
2017
Q1 | $1.11M | Sell |
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|
2016
Q4 | $1.13M | Sell |
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|
2016
Q3 | $1.12M | Buy |
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|
2016
Q2 | $1.17M | Buy |
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|
2016
Q1 | $1.18M | Sell |
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|
2015
Q4 | $1.41M | Sell |
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|
2015
Q3 | $1.46M | Sell |
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|
2015
Q2 | $1.72M | Buy |
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|
2015
Q1 | $1.67M | Sell |
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|
2014
Q4 | $1.7M | Buy |
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