Arcadia Investment Management’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 | $102K | Hold |
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|
2025
Q2 | $97.8K | Hold |
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|
2025
Q1 | $87.7K | Hold |
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|
2024
Q4 | $85.8K | Buy |
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|
2024
Q3 | $56.5K | Hold |
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|
2024
Q2 | $59.4K | Hold |
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|
2024
Q1 | $58K | Hold |
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|
2023
Q4 | $49.2K | Sell |
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|
2023
Q3 | $50.1K | Hold |
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|
2023
Q2 | $52.3K | Sell |
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|
2023
Q1 | $48.3K | Buy |
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|
2022
Q4 | $50.6K | Hold |
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|
2022
Q3 | $49K | Sell |
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|
2022
Q2 | $56K | Hold |
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|
2022
Q1 | $69K | Sell |
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|
2021
Q4 | $211K | Hold |
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|
2021
Q3 | $204K | Hold |
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|
2021
Q2 | $199K | Hold |
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|
2021
Q1 | $172K | Buy |
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|
2020
Q4 | $120K | Sell |
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|
2020
Q3 | $159K | Sell |
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|
2020
Q2 | $175K | Hold |
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|
2020
Q1 | $197K | Sell |
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|
2019
Q4 | $396K | Sell |
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|
2019
Q3 | $391K | Sell |
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|
2019
Q2 | $389K | Hold |
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|
2019
Q1 | $398K | Hold |
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|
2018
Q4 | $379K | Sell |
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|
2018
Q3 | $568K | Hold |
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|
2018
Q2 | $599K | Buy |
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|
2018
Q1 | $535K | Buy |
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|
2017
Q4 | $550K | Sell |
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|
2017
Q3 | $512K | Hold |
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|
2017
Q2 | $515K | Buy |
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|
2017
Q1 | $494K | Buy |
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|
2016
Q4 | $445K | Sell |
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|
2016
Q3 | $365K | Buy |
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|
2016
Q2 | $380K | Buy |
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|
2016
Q1 | $376K | Buy |
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|
2015
Q4 | $406K | Buy |
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|
2015
Q3 | $279K | Hold |
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|
2015
Q2 | $306K | Sell |
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|
2015
Q1 | $324K | Sell |
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|
2014
Q4 | $345K | Hold |
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|
2014
Q3 | $327K | Hold |
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|
2014
Q2 | $331K | Buy |
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|
2014
Q1 | $298K | Hold |
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|
2013
Q4 | $272K | Hold |
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|
2013
Q3 | $248K | Hold |
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|
2013
Q2 | $247K | Buy |
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