Braun Stacey Associates’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 | $32M | Sell |
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|
2025
Q2 | $30.9M | Sell |
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|
2025
Q1 | $30M | Buy |
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|
2024
Q4 | $28.8M | Buy |
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|
2024
Q3 | $21.9M | Sell |
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|
2024
Q2 | $24.8M | Sell |
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|
2024
Q1 | $24.4M | Buy |
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|
2023
Q4 | $20.6M | Buy |
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|
2023
Q3 | $15.1M | Buy |
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|
2023
Q2 | $15.2M | Sell |
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|
2023
Q1 | $27.2M | Buy |
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|
2022
Q4 | $13.4M | Sell |
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|
2022
Q3 | $13.9M | Sell |
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|
2022
Q2 | $14M | Sell |
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|
2022
Q1 | $18.1M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $4.24M | Sell |
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|
2017
Q1 | $5.17M | Sell |
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|
2016
Q4 | $5.37M | Sell |
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|
2016
Q3 | $8.38M | Sell |
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|
2016
Q2 | $15.6M | Buy |
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|
2016
Q1 | $15.8M | Sell |
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|
2015
Q4 | $18.9M | Sell |
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|
2015
Q3 | $18.1M | Sell |
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|
2015
Q2 | $27.6M | Buy |
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|
2015
Q1 | $18.1M | Sell |
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|
2014
Q4 | $18.4M | Sell |
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|
2014
Q3 | $18.4M | Sell |
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|
2014
Q2 | $19.1M | Sell |
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|
2014
Q1 | $19.5M | Sell |
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|
2013
Q4 | $18.3M | Sell |
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|
2013
Q3 | $18.4M | Sell |
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|
2013
Q2 | $18.9M | Buy |
|