AssetMark Inc’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 | $67M | Buy |
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|
2025
Q1 | $42.4M | Buy |
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|
2024
Q4 | $38M | Buy |
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|
2024
Q3 | $21.6M | Buy |
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|
2024
Q2 | $21.5M | Buy |
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|
2024
Q1 | $19.6M | Buy |
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|
2023
Q4 | $16.6M | Buy |
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|
2023
Q3 | $12.8M | Buy |
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|
2023
Q2 | $12.8M | Buy |
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|
2023
Q1 | $10M | Buy |
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|
2022
Q4 | $9.54M | Buy |
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|
2022
Q3 | $7.16M | Buy |
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|
2022
Q2 | $4.47M | Buy |
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|
2022
Q1 | $2.54M | Buy |
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|
2021
Q4 | $766K | Buy |
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|
2021
Q3 | $125K | Buy |
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|
2021
Q2 | $71K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $10K | Buy |
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|
2020
Q3 | $5K | Sell |
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|
2020
Q2 | $36K | Sell |
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|
2020
Q1 | $910K | Buy |
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|
2019
Q4 | $95K | Buy |
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|
2019
Q3 | $82K | Buy |
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|
2019
Q2 | $75K | Sell |
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|
2019
Q1 | $165K | Sell |
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|
2018
Q4 | $211K | Sell |
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|
2018
Q3 | $314K | Sell |
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|
2018
Q2 | $359K | Buy |
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|
2018
Q1 | $315K | Sell |
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|
2017
Q4 | $589K | Buy |
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|
2017
Q3 | $349K | Sell |
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|
2017
Q2 | $811K | Sell |
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|
2017
Q1 | $836K | Sell |
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|
2016
Q4 | $842K | Sell |
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|
2016
Q3 | $744K | Sell |
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|
2016
Q2 | $3.65M | Buy |
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|
2016
Q1 | $3.55M | Buy |
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|
2015
Q4 | $3.94M | Buy |
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|
2015
Q3 | $2.59M | Buy |
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|
2015
Q2 | $20K | Buy |
|