Aristotle Capital Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428M | Buy |
5,345,741
+5,345,141
| +890,857% | +$428M | 0.82% | 44 |
|
|
2025
Q1 | $43.1K | Hold |
600
| – | – | ﹤0.01% | 183 |
|
|
2024
Q4 | $42.1K | Hold |
600
| – | – | ﹤0.01% | 185 |
|
|
2024
Q3 | $33.9K | Hold |
600
| – | – | ﹤0.01% | 185 |
|
|
2024
Q2 | $35.6K | Hold |
600
| – | – | ﹤0.01% | 181 |
|
|
2024
Q1 | $34.8K | Buy |
+600
| New | +$34.8K | ﹤0.01% | 176 |
|
|
2021
Q2 | – | Sell |
-8,500
| Closed | -$332K | – | 185 |
|
|
2021
Q1 | $332K | Buy |
+8,500
| New | +$332K | ﹤0.01% | 166 |
|
|
2020
Q1 | – | Sell |
-6,600
| Closed | -$355K | – | 182 |
|
|
2019
Q4 | $355K | Hold |
6,600
| – | – | ﹤0.01% | 164 |
|
|
2019
Q3 | $333K | Hold |
6,600
| – | – | ﹤0.01% | 169 |
|
|
2019
Q2 | $312K | Hold |
6,600
| – | – | ﹤0.01% | 170 |
|
|
2019
Q1 | $319K | Hold |
6,600
| – | – | ﹤0.01% | 163 |
|
|
2018
Q4 | $304K | Hold |
6,600
| – | – | ﹤0.01% | 160 |
|
|
2018
Q3 | $347K | Hold |
6,600
| – | – | ﹤0.01% | 161 |
|
|
2018
Q2 | $366K | Sell |
6,600
-1,500
| -19% | -$83.2K | ﹤0.01% | 158 |
|
|
2018
Q1 | $425K | Hold |
8,100
| – | – | ﹤0.01% | 162 |
|
|
2017
Q4 | $491K | Hold |
8,100
| – | – | ﹤0.01% | 164 |
|
|
2017
Q3 | $447K | Buy |
8,100
+1,500
| +23% | +$82.8K | ﹤0.01% | 136 |
|
|
2017
Q2 | $366K | Hold |
6,600
| – | – | ﹤0.01% | 98 |
|
|
2017
Q1 | $367K | Hold |
6,600
| – | – | ﹤0.01% | 100 |
|
|
2016
Q4 | $364K | Hold |
6,600
| – | – | ﹤0.01% | 97 |
|
|
2016
Q3 | $292K | Hold |
6,600
| – | – | ﹤0.01% | 102 |
|
|
2016
Q2 | $312K | Hold |
6,600
| – | – | ﹤0.01% | 98 |
|
|
2016
Q1 | $319K | Hold |
6,600
| – | – | ﹤0.01% | 104 |
|
|
2015
Q4 | $359K | Sell |
6,600
-1,210
| -15% | -$65.8K | ﹤0.01% | 111 |
|
|
2015
Q3 | $401K | Buy |
7,810
+1,210
| +18% | +$62.1K | 0.01% | 111 |
|
|
2015
Q2 | $371K | Hold |
6,600
| – | – | ﹤0.01% | 114 |
|
|
2015
Q1 | $359K | Hold |
6,600
| – | – | ﹤0.01% | 120 |
|
|
2014
Q4 | $362K | Hold |
6,600
| – | – | ﹤0.01% | 120 |
|
|
2014
Q3 | $342K | Buy |
+6,600
| New | +$342K | ﹤0.01% | 121 |
|