Brinker Capital Investments’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 | $17.4M | Buy |
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|
2025
Q1 | $10.9M | Sell |
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|
2024
Q4 | $10.9M | Buy |
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|
2024
Q3 | $8.05M | Buy |
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|
2024
Q2 | $8.26M | Buy |
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|
2024
Q1 | $7.77M | Buy |
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|
2023
Q4 | $6.43M | Buy |
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|
2023
Q3 | $4.8M | Buy |
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|
2023
Q2 | $3.76M | Buy |
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|
2023
Q1 | $2.99M | Buy |
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|
2022
Q4 | $1.59M | Sell |
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|
2022
Q3 | $1.64M | Buy |
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|
2022
Q2 | $1.44M | Buy |
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|
2022
Q1 | $1.75M | Buy |
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|
2021
Q4 | $1.7M | Buy |
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|
2021
Q3 | $508K | Hold |
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|
2021
Q2 | $508K | Buy |
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|
2021
Q1 | $224K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $155K | Sell |
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|
2019
Q3 | $146K | Sell |
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|
2019
Q2 | $157K | Buy |
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|
2019
Q1 | $146K | Buy |
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|
2018
Q4 | $114K | Sell |
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|
2018
Q3 | $131K | Buy |
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|
2018
Q2 | $129K | Buy |
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|
2018
Q1 | $120K | Sell |
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|
2017
Q4 | $174K | Sell |
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|
2017
Q3 | $170K | Buy |
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|
2017
Q2 | $144K | Sell |
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|
2017
Q1 | $150K | Sell |
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|
2016
Q4 | $151K | Buy |
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|
2016
Q3 | $104K | Buy |
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|
2016
Q2 | $107K | Sell |
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|
2016
Q1 | $112K | Sell |
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|
2015
Q4 | $127K | Buy |
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|
2015
Q3 | $100K | Sell |
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|
2015
Q2 | $112K | Sell |
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|
2015
Q1 | $112K | Hold |
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|
2014
Q4 | $113K | Sell |
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|
2014
Q3 | $110K | Sell |
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|
2014
Q2 | $114K | Hold |
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|
2014
Q1 | $108K | Sell |
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|
2013
Q4 | $112K | Sell |
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|
2013
Q3 | $103K | Buy |
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|
2013
Q2 | $98K | Buy |
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