Chase Investment Counsel’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$5.22M Buy
2016
Q3
Sell
2016
Q2
$322K Buy
2016
Q1
$313K Buy
2015
Q4
$321K Buy
2015
Q3
$261K Buy
2015
Q2
$281K Buy
2013
Q4
Sell
2013
Q3
$7.37M Buy