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
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