Capital Insight Partners’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
Q4 | $220K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $206K | Sell |
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|
2019
Q3 | $207K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $218K | Sell |
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|
2018
Q4 | $246K | Hold |
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|
2018
Q3 | $280K | Sell |
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|
2018
Q2 | $2.68M | Buy |
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|
2018
Q1 | $2.49M | Buy |
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|
2017
Q4 | $2.86M | Buy |
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|
2017
Q3 | $2.59M | Sell |
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|
2017
Q2 | $2.65M | Buy |
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|
2017
Q1 | $2.56M | Sell |
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|
2016
Q4 | $2.55M | Sell |
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|
2016
Q3 | $2.06M | Sell |
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|
2016
Q2 | $2.25M | Buy |
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|
2016
Q1 | $1.52M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $373K | Sell |
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|
2015
Q2 | $425K | Buy |
|