Chevy Chase Trust’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
Q2 | $139M | Sell |
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|
2025
Q1 | $124M | Sell |
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|
2024
Q4 | $123M | Sell |
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|
2024
Q3 | $104M | Sell |
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|
2024
Q2 | $113M | Sell |
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|
2024
Q1 | $116M | Sell |
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|
2023
Q4 | $100M | Sell |
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|
2023
Q3 | $84.3M | Sell |
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|
2023
Q2 | $92.4M | Sell |
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|
2023
Q1 | $83M | Buy |
|
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|
2022
Q4 | $90.8M | Sell |
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|
2022
Q3 | $93.5M | Buy |
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|
2022
Q2 | $90M | Sell |
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|
2022
Q1 | $114M | Sell |
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|
2021
Q4 | $115M | Sell |
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|
2021
Q3 | $118M | Sell |
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|
2021
Q2 | $120M | Sell |
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|
2021
Q1 | $109M | Sell |
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|
2020
Q4 | $90.3M | Sell |
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|
2020
Q3 | $72.3M | Buy |
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|
2020
Q2 | $77.2M | Sell |
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|
2020
Q1 | $94.5M | Buy |
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|
2019
Q4 | $174M | Sell |
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|
2019
Q3 | $170M | Sell |
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|
2019
Q2 | $161M | Sell |
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|
2019
Q1 | $166M | Sell |
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|
2018
Q4 | $162M | Sell |
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|
2018
Q3 | $189M | Sell |
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|
2018
Q2 | $207M | Sell |
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|
2018
Q1 | $197M | Sell |
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|
2017
Q4 | $235M | Sell |
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|
2017
Q3 | $217M | Buy |
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|
2017
Q2 | $217M | Sell |
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|
2017
Q1 | $219M | Buy |
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|
2016
Q4 | $212M | Sell |
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|
2016
Q3 | $170M | Sell |
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|
2016
Q2 | $189M | Buy |
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|
2016
Q1 | $191M | Buy |
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|
2015
Q4 | $211M | Buy |
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|
2015
Q3 | $199M | Buy |
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|
2015
Q2 | $211M | Buy |
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|
2015
Q1 | $202M | Buy |
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|
2014
Q4 | $198M | Sell |
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|
2014
Q3 | $190M | Buy |
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|
2014
Q2 | $182M | Sell |
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|
2014
Q1 | $176M | Buy |
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|
2013
Q4 | $161M | Buy |
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|
2013
Q3 | $145M | Buy |
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|
2013
Q2 | $144M | Buy |
|