Bradley Foster & Sargent’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 | $5.33M | Buy |
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|
2025
Q1 | $4.73M | Sell |
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|
2024
Q4 | $4.69M | Sell |
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|
2024
Q3 | $3.83M | Sell |
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|
2024
Q2 | $4.19M | Sell |
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|
2024
Q1 | $4.14M | Sell |
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|
2023
Q4 | $3.55M | Sell |
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|
2023
Q3 | $3.25M | Hold |
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|
2023
Q2 | $3.25M | Sell |
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|
2023
Q1 | $2.9M | Buy |
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|
2022
Q4 | $3.17M | Buy |
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|
2022
Q3 | $3.07M | Sell |
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|
2022
Q2 | $3.05M | Sell |
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|
2022
Q1 | $3.92M | Buy |
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|
2021
Q4 | $3.76M | Buy |
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|
2021
Q3 | $3.58M | Sell |
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|
2021
Q2 | $3.5M | Buy |
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|
2021
Q1 | $2.99M | Buy |
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|
2020
Q4 | $1.69M | Buy |
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|
2020
Q3 | $1.23M | Buy |
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|
2020
Q1 | $3.16M | Buy |
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|
2019
Q4 | $5.2M | Sell |
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|
2019
Q3 | $4.97M | Sell |
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|
2019
Q2 | $5.08M | Sell |
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|
2019
Q1 | $5.78M | Sell |
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|
2018
Q4 | $5.68M | Sell |
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|
2018
Q3 | $6.49M | Sell |
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|
2018
Q2 | $7.07M | Sell |
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|
2018
Q1 | $7.57M | Sell |
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|
2017
Q4 | $27.2M | Buy |
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|
2017
Q3 | $7.13M | Buy |
|
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|
2017
Q2 | $7.16M | Sell |
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|
2017
Q1 | $7.54M | Sell |
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|
2016
Q4 | $12.9M | Sell |
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|
2016
Q3 | $16.8M | Sell |
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|
2016
Q2 | $28.8M | Sell |
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|
2016
Q1 | $29.8M | Buy |
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|
2015
Q4 | $32.3M | Buy |
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|
2015
Q3 | $30.3M | Buy |
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|
2015
Q2 | $32.3M | Buy |
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|
2015
Q1 | $30.7M | Buy |
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|
2014
Q4 | $29.9M | Buy |
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|
2014
Q3 | $28M | Buy |
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|
2014
Q2 | $27.8M | Buy |
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|
2014
Q1 | $26.1M | Buy |
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|
2013
Q4 | $22.5M | Buy |
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|
2013
Q3 | $18.7M | Buy |
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|
2013
Q2 | $16M | Buy |
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