Beutel, Goodman & Co’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
15,765
-750
| -5% | -$60.1K | 0.01% | 98 |
|
|
2025
Q1 | $1.19M | Buy |
+16,515
| New | +$1.19M | 0.01% | 102 |
|
|
2020
Q3 | – | Sell |
-360
| Closed | -$9K | – | 69 |
|
|
2020
Q2 | $9K | Sell |
360
-868,662
| -100% | -$21.7M | ﹤0.01% | 66 |
|
|
2020
Q1 | $24.9M | Sell |
869,022
-21,163
| -2% | -$607K | 0.23% | 50 |
|
|
2019
Q4 | $47.9M | Buy |
890,185
+337
| +0% | +$18.1K | 0.27% | 49 |
|
|
2019
Q3 | $33.9M | Sell |
889,848
-35,769
| -4% | -$1.36M | 0.24% | 49 |
|
|
2019
Q2 | $33.4M | Buy |
925,617
+3,172
| +0.3% | +$115K | 0.24% | 50 |
|
|
2019
Q1 | $33.4M | Buy |
922,445
+15,216
| +2% | +$550K | 0.25% | 48 |
|
|
2018
Q4 | $30.6M | Buy |
907,229
+2,531
| +0.3% | +$85.5K | 0.26% | 48 |
|
|
2018
Q3 | $36.8M | Sell |
904,698
-11,089
| -1% | -$451K | 0.27% | 46 |
|
|
2018
Q2 | $38.6M | Buy |
915,787
+60,890
| +7% | +$2.57M | 0.28% | 45 |
|
|
2018
Q1 | $35.6M | Sell |
854,897
-435,233
| -34% | -$18.1M | 0.27% | 42 |
|
|
2017
Q4 | $62.5M | Buy |
+1,290,130
| New | +$62.5M | 0.42% | 41 |
|