CVM
Cheviot Value Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $763K | Buy |
9,800
+100
| +1% | +$7.79K | 0.09% | 65 |
|
|
2025
Q1 | $716K | Buy |
+9,700
| New | +$716K | 0.09% | 62 |
|
|
2020
Q2 | – | Sell |
-7,173
| Closed | -$206K | – | 58 |
|
|
2020
Q1 | $206K | Buy |
7,173
+615
| +9% | +$17.7K | 0.09% | 57 |
|
|
2019
Q4 | $353K | Buy |
6,558
+132
| +2% | +$7.11K | 0.14% | 58 |
|
|
2019
Q3 | $324K | Buy |
6,426
+152
| +2% | +$7.66K | 0.14% | 58 |
|
|
2019
Q2 | $297K | Buy |
6,274
+81
| +1% | +$3.83K | 0.13% | 60 |
|
|
2019
Q1 | $299K | Sell |
6,193
-3,210
| -34% | -$155K | 0.15% | 53 |
|
|
2018
Q4 | $433K | Buy |
9,403
+3,408
| +57% | +$157K | 0.23% | 44 |
|
|
2018
Q3 | $315K | Sell |
5,995
-95
| -2% | -$4.99K | 0.15% | 60 |
|
|
2018
Q2 | $338K | Sell |
6,090
-11
| -0.2% | -$611 | 0.17% | 55 |
|
|
2018
Q1 | $320K | Sell |
6,101
-217
| -3% | -$11.4K | 0.17% | 49 |
|
|
2017
Q4 | $383K | Sell |
6,318
-166
| -3% | -$10.1K | 0.2% | 41 |
|
|
2017
Q3 | $358K | Buy |
6,484
+6
| +0.1% | +$331 | 0.19% | 42 |
|
|
2017
Q2 | $359K | Buy |
6,478
+5
| +0.1% | +$277 | 0.21% | 39 |
|
|
2017
Q1 | $360K | Buy |
6,473
+281
| +5% | +$15.6K | 0.2% | 41 |
|
|
2016
Q4 | $341K | Buy |
+6,192
| New | +$341K | 0.2% | 42 |
|