Appleton Partners’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 | $931K | Buy |
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|
2025
Q2 | $883K | Sell |
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|
2025
Q1 | $797K | Buy |
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|
2024
Q4 | $623K | Sell |
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|
2024
Q3 | $514K | Sell |
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|
2024
Q2 | $568K | Sell |
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|
2024
Q1 | $581K | Sell |
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|
2023
Q4 | $783K | Sell |
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|
2023
Q3 | $692K | Sell |
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|
2023
Q2 | $818K | Sell |
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|
2023
Q1 | $828K | Sell |
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|
2022
Q4 | $935K | Sell |
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|
2022
Q3 | $944K | Sell |
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|
2022
Q2 | $1.22M | Buy |
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|
2022
Q1 | $1.03M | Sell |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $1.01M | Sell |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $865K | Sell |
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|
2020
Q4 | $700K | Buy |
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|
2020
Q3 | $543K | Sell |
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|
2020
Q2 | $670K | Sell |
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|
2020
Q1 | $881K | Sell |
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|
2019
Q4 | $1.74M | Sell |
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|
2019
Q3 | $1.65M | Sell |
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|
2019
Q2 | $1.6M | Sell |
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|
2019
Q1 | $1.73M | Sell |
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|
2018
Q4 | $2.22M | Sell |
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|
2018
Q3 | $2.8M | Sell |
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|
2018
Q2 | $3.06M | Sell |
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|
2018
Q1 | $2.98M | Sell |
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|
2017
Q4 | $3.74M | Sell |
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|
2017
Q3 | $3.65M | Sell |
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|
2017
Q2 | $5.82M | Sell |
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|
2017
Q1 | $6.81M | Sell |
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|
2016
Q4 | $7.38M | Sell |
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|
2016
Q3 | $7.01M | Sell |
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|
2016
Q2 | $9.51M | Sell |
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|
2016
Q1 | $10.3M | Sell |
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|
2015
Q4 | $11.6M | Buy |
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|
2015
Q3 | $10.7M | Buy |
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|
2015
Q2 | $11.5M | Sell |
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|
2015
Q1 | $11.3M | Sell |
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|
2014
Q4 | $11.7M | Buy |
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|
2014
Q3 | $10.9M | Buy |
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|
2014
Q2 | $10.9M | Sell |
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|
2014
Q1 | $10.5M | Buy |
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|
2013
Q4 | $9.51M | Buy |
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|
2013
Q3 | $8.56M | Buy |
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|
2013
Q2 | $8.17M | Buy |
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