Chicago Partners Investment Group’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 | $3.07M | Buy |
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|
2025
Q2 | $2.91M | Buy |
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|
2025
Q1 | $2.5M | Buy |
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|
2024
Q4 | $2.29M | Buy |
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|
2024
Q3 | $2.05M | Buy |
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|
2024
Q2 | $1.66M | Buy |
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|
2024
Q1 | $1.54M | Sell |
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|
2023
Q4 | $1.28M | Sell |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.3M | Buy |
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|
2023
Q1 | $1.15M | Buy |
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|
2022
Q4 | $1.23M | Sell |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $983K | Sell |
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|
2021
Q4 | $1.54M | Buy |
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|
2021
Q3 | $1.26M | Sell |
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|
2021
Q2 | $1.18M | Sell |
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|
2021
Q1 | $1.25M | Buy |
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|
2020
Q4 | $808K | Buy |
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|
2020
Q3 | $449K | Buy |
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|
2020
Q2 | $513K | Buy |
|
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|
2020
Q1 | $521K | Buy |
|
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|
2019
Q4 | $854K | Sell |
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|
2019
Q3 | $933K | Buy |
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|
2019
Q2 | $750K | Sell |
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|
2019
Q1 | $775K | Sell |
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|
2018
Q4 | $1.04M | Sell |
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|
2018
Q3 | $1.26M | Buy |
|
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|
2018
Q2 | $1.16M | Buy |
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|
2018
Q1 | $662K | Buy |
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|
2017
Q4 | $486K | Sell |
|
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|
2017
Q3 | $780K | Buy |
|
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|
2017
Q2 | $74K | Sell |
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|
2017
Q1 | $759K | Sell |
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|
2016
Q4 | $844K | Buy |
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|
2016
Q3 | $629K | Buy |
|
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|
2016
Q2 | $483K | Hold |
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|
2016
Q1 | $493K | Hold |
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|
2015
Q4 | $554K | Buy |
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|
2015
Q3 | $416K | Sell |
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|
2015
Q2 | $917K | Buy |
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|
2015
Q1 | $462K | Sell |
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|
2014
Q4 | $465K | Buy |
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