Cheviot Value Management’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 | $852K | Hold |
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|
2025
Q2 | $763K | Buy |
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|
2025
Q1 | $716K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $206K | Buy |
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|
2019
Q4 | $353K | Buy |
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|
2019
Q3 | $324K | Buy |
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|
2019
Q2 | $297K | Buy |
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|
2019
Q1 | $299K | Sell |
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|
2018
Q4 | $433K | Buy |
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|
2018
Q3 | $315K | Sell |
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|
2018
Q2 | $338K | Sell |
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|
2018
Q1 | $320K | Sell |
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|
2017
Q4 | $383K | Sell |
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|
2017
Q3 | $358K | Buy |
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|
2017
Q2 | $359K | Buy |
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|
2017
Q1 | $360K | Buy |
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|
2016
Q4 | $341K | Buy |
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