Cascade 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 | $1.07M | Sell |
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|
2025
Q2 | $1.15M | Sell |
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|
2025
Q1 | $1.04M | Hold |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $853K | Sell |
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|
2024
Q2 | $909K | Sell |
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|
2024
Q1 | $927K | Sell |
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|
2023
Q4 | $817K | Hold |
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|
2023
Q3 | $678K | Sell |
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|
2023
Q2 | $713K | Buy |
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|
2023
Q1 | $621K | Hold |
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|
2022
Q4 | $685K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $654K | Hold |
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|
2022
Q1 | $809K | Buy |
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|
2021
Q4 | $14.4K | Sell |
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|
2021
Q3 | $27.8K | Sell |
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|
2021
Q2 | $40.8K | Sell |
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|
2021
Q1 | $129K | Buy |
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|
2020
Q4 | $6.04K | Sell |
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|
2020
Q3 | $767K | Buy |
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|
2020
Q2 | $823K | Sell |
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|
2020
Q1 | $1.71M | Sell |
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|
2019
Q4 | $4.89M | Sell |
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|
2019
Q3 | $4.72M | Buy |
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|
2019
Q2 | $4.4M | Buy |
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|
2019
Q1 | $4.42M | Buy |
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|
2018
Q4 | $4.08M | Buy |
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|
2018
Q3 | $4.86M | Sell |
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|
2018
Q2 | $4.99M | Sell |
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|
2018
Q1 | $5.31M | Buy |
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|
2017
Q4 | $5.79M | Sell |
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|
2017
Q3 | $5.83M | Sell |
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|
2017
Q2 | $5.83M | Buy |
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|
2017
Q1 | $5.63M | Sell |
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|
2016
Q4 | $5.7M | Buy |
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|
2016
Q2 | $4.8M | Buy |
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