Birch Hill Investment Advisors’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
Q3 | $426K | Hold |
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|
2025
Q2 | $407K | Hold |
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|
2025
Q1 | $365K | Sell |
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|
2024
Q4 | $360K | Buy |
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|
2024
Q3 | $287K | Hold |
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|
2024
Q2 | $302K | Hold |
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|
2024
Q1 | $294K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.1M | Sell |
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|
2020
Q2 | $2.17M | Sell |
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|
2020
Q1 | $2.57M | Sell |
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|
2019
Q4 | $4.89M | Sell |
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|
2019
Q3 | $4.63M | Sell |
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|
2019
Q2 | $4.41M | Sell |
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|
2019
Q1 | $4.63M | Sell |
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|
2018
Q4 | $4.72M | Sell |
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|
2018
Q3 | $5.46M | Buy |
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|
2018
Q2 | $5.67M | Sell |
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|
2018
Q1 | $5.44M | Sell |
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|
2017
Q4 | $17.5M | Sell |
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|
2017
Q3 | $16.2M | Sell |
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|
2017
Q2 | $16.8M | Sell |
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|
2017
Q1 | $18.2M | Sell |
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|
2016
Q4 | $19.1M | Sell |
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|
2016
Q3 | $17.5M | Sell |
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|
2016
Q2 | $18.8M | Buy |
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|
2016
Q1 | $19M | Sell |
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|
2015
Q4 | $21.7M | Sell |
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|
2015
Q3 | $20.6M | Sell |
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|
2015
Q2 | $22.6M | Sell |
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|
2015
Q1 | $22.3M | Sell |
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|
2014
Q4 | $24.2M | Sell |
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|
2014
Q3 | $26.8M | Sell |
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|
2014
Q2 | $31.8M | Sell |
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|
2014
Q1 | $31M | Sell |
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|
2013
Q4 | $28.8M | Sell |
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|
2013
Q3 | $26.3M | Sell |
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|
2013
Q2 | $26.6M | Buy |
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