Bedell Frazier Investment Counselling’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 | $441K | Hold |
|
|||||
|
2025
Q1 | $395K | Sell |
|
|||||
|
2024
Q4 | $391K | Sell |
|
|||||
|
2024
Q3 | $317K | Hold |
|
|||||
|
2024
Q2 | $333K | Sell |
|
|||||
|
2024
Q1 | $341K | Buy |
|
|||||
|
2023
Q4 | $255K | Sell |
|
|||||
|
2023
Q3 | $213K | Hold |
|
|||||
|
2023
Q2 | $222K | Sell |
|
|||||
|
2023
Q1 | $260K | Sell |
|
|||||
|
2022
Q4 | $321K | Hold |
|
|||||
|
2022
Q3 | $312K | Hold |
|
|||||
|
2022
Q2 | $304K | Hold |
|
|||||
|
2022
Q1 | $376K | Hold |
|
|||||
|
2021
Q4 | $372K | Hold |
|
|||||
|
2021
Q3 | $360K | Sell |
|
|||||
|
2021
Q2 | $374K | Buy |
|
|||||
|
2021
Q1 | $302K | Sell |
|
|||||
|
2020
Q4 | $244K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $206K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $344K | Hold |
|
|||||
|
2019
Q3 | $344K | Sell |
|
|||||
|
2019
Q2 | $400K | Buy |
|
|||||
|
2019
Q1 | $408K | Sell |
|
|||||
|
2018
Q4 | $502K | Sell |
|
|||||
|
2018
Q3 | $596K | Sell |
|
|||||
|
2018
Q2 | $637K | Buy |
|
|||||
|
2018
Q1 | $437K | Sell |
|
|||||
|
2017
Q4 | $536K | Buy |
|
|||||
|
2017
Q3 | $478K | Sell |
|
|||||
|
2017
Q2 | $529K | Sell |
|
|||||
|
2017
Q1 | $571K | Sell |
|
|||||
|
2016
Q4 | $737K | Sell |
|
|||||
|
2016
Q3 | $800K | Sell |
|
|||||
|
2016
Q2 | $5.22M | Sell |
|
|||||
|
2016
Q1 | $5.43M | Buy |
|
|||||
|
2015
Q4 | $706K | Buy |
|
|||||
|
2015
Q3 | $647K | Sell |
|
|||||
|
2015
Q2 | $797K | Buy |
|
|||||
|
2015
Q1 | $556K | Buy |
|
|||||
|
2014
Q4 | $543K | Sell |
|
|||||
|
2014
Q3 | $535K | Buy |
|
|||||
|
2014
Q2 | $534K | Buy |
|
|||||
|
2014
Q1 | $348K | Sell |
|
|||||
|
2013
Q4 | $4.78M | Sell |
|
|||||
|
2013
Q3 | $5.17M | Buy |
|
|||||
|
2013
Q2 | $5.38M | Buy |
|