Aureus Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.71M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $305K | Sell |
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|
2017
Q4 | $378K | Buy |
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|
2017
Q3 | $326K | Buy |
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|
2017
Q2 | $316K | Sell |
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|
2017
Q1 | $369K | Buy |
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|
2016
Q4 | $298K | Sell |
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|
2016
Q3 | $270K | Sell |
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|
2016
Q2 | $394K | Sell |
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|
2016
Q1 | $519K | Buy |
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|
2015
Q4 | $500K | Sell |
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|
2015
Q3 | $513K | Buy |
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|
2015
Q2 | $479K | Buy |
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|
2015
Q1 | $400K | Buy |
|
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|
2014
Q4 | $220K | Hold |
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|
2014
Q3 | $208K | Sell |
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|
2014
Q2 | $328K | Buy |
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|
2014
Q1 | $269K | Buy |
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