Avity 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
Q2 | $339K | Sell |
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|
2025
Q1 | $343K | Buy |
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|
2024
Q4 | $248K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $4.22M | Sell |
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|
2017
Q4 | $4.89M | Sell |
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|
2017
Q3 | $4.52M | Sell |
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|
2017
Q2 | $5.88M | Sell |
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|
2017
Q1 | $21M | Sell |
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|
2016
Q4 | $27M | Buy |
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|
2016
Q3 | $20.9M | Buy |
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|
2016
Q2 | $20.6M | Sell |
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|
2016
Q1 | $21M | Sell |
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|
2015
Q4 | $24M | Buy |
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|
2015
Q3 | $23.1M | Buy |
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|
2015
Q2 | $23.9M | Sell |
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|
2015
Q1 | $23.2M | Buy |
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|
2014
Q4 | $23.1M | Buy |
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|
2014
Q3 | $21.5M | Sell |
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|
2014
Q2 | $21.8M | Sell |
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|
2014
Q1 | $21.6M | Sell |
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|
2013
Q4 | $20.1M | Sell |
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|
2013
Q3 | $19.1M | Sell |
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|
2013
Q2 | $19.8M | Buy |
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