Asset Dedication LLC’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 | $732K | Buy |
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|
2025
Q1 | $310K | Sell |
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|
2024
Q4 | $319K | Buy |
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|
2024
Q3 | $249K | Buy |
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|
2024
Q2 | $260K | Buy |
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|
2024
Q1 | $234K | Hold |
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|
2023
Q4 | $197K | Buy |
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|
2023
Q3 | $122K | Buy |
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|
2023
Q2 | $106K | Sell |
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|
2023
Q1 | $245K | Buy |
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|
2022
Q4 | $225K | Buy |
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|
2022
Q3 | $218K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $159K | Buy |
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|
2021
Q4 | $48K | Sell |
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|
2021
Q3 | $80K | Buy |
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|
2021
Q2 | $74K | Buy |
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|
2021
Q1 | $54K | Sell |
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|
2020
Q4 | $531K | Sell |
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|
2020
Q3 | $476K | Buy |
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|
2020
Q2 | $373K | Sell |
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|
2020
Q1 | $531K | Buy |
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|
2019
Q4 | $857K | Buy |
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|
2019
Q3 | $779K | Buy |
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|
2019
Q2 | $651K | Buy |
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|
2019
Q1 | $617K | Buy |
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|
2018
Q4 | $457K | Sell |
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|
2018
Q3 | $544K | Sell |
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|
2018
Q2 | $584K | Sell |
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|
2018
Q1 | $562K | Sell |
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|
2017
Q4 | $649K | Buy |
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|
2017
Q3 | $548K | Sell |
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|
2017
Q2 | $566K | Sell |
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|
2017
Q1 | $589K | Sell |
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|
2016
Q4 | $590K | Buy |
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|
2016
Q3 | $455K | Sell |
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|
2016
Q2 | $486K | Sell |
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|
2016
Q1 | $495K | Sell |
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|
2015
Q4 | $700K | Buy |
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