CIC
Chilton Investment Company’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $987K | Buy |
12,315
+229
| +2% | +$18.3K | 0.02% | 113 |
|
|
2025
Q1 | $868K | Hold |
12,086
| – | – | 0.02% | 114 |
|
|
2024
Q4 | $849K | Buy |
12,086
+621
| +5% | +$43.6K | 0.02% | 113 |
|
|
2024
Q3 | $648K | Hold |
11,465
| – | – | 0.02% | 130 |
|
|
2024
Q2 | $681K | Buy |
11,465
+8,000
| +231% | +$475K | 0.02% | 116 |
|
|
2024
Q1 | $201K | Sell |
3,465
-683
| -16% | -$39.6K | 0.01% | 176 |
|
|
2023
Q4 | $204K | Buy |
+4,148
| New | +$204K | 0.01% | 168 |
|
|
2019
Q2 | – | Sell |
-31,676
| Closed | -$1.53M | – | 123 |
|
|
2019
Q1 | $1.53M | Sell |
31,676
-12,815
| -29% | -$619K | 0.05% | 76 |
|
|
2018
Q4 | $2.05M | Sell |
44,491
-16,511
| -27% | -$761K | 0.08% | 74 |
|
|
2018
Q3 | $3.21M | Buy |
61,002
+277
| +0.5% | +$14.6K | 0.11% | 66 |
|
|
2018
Q2 | $3.37M | Hold |
60,725
| – | – | 0.12% | 68 |
|
|
2018
Q1 | $3.18M | Sell |
60,725
-894
| -1% | -$46.9K | 0.12% | 71 |
|
|
2017
Q4 | $3.74M | Buy |
61,619
+313
| +0.5% | +$19K | 0.14% | 63 |
|
|
2017
Q3 | $3.38M | Sell |
61,306
-5,212
| -8% | -$287K | 0.13% | 68 |
|
|
2017
Q2 | $3.69M | Sell |
66,518
-4,242
| -6% | -$235K | 0.14% | 68 |
|
|
2017
Q1 | $3.94M | Buy |
70,760
+1,023
| +1% | +$56.9K | 0.15% | 63 |
|
|
2016
Q4 | $3.84M | Sell |
69,737
-724
| -1% | -$39.9K | 0.16% | 56 |
|
|
2016
Q3 | $3.12M | Sell |
70,461
-113,940
| -62% | -$5.05M | 0.12% | 55 |
|
|
2016
Q2 | $8.73M | Sell |
184,401
-1,477
| -0.8% | -$69.9K | 0.31% | 39 |
|
|
2016
Q1 | $8.99M | Sell |
185,878
-179,545
| -49% | -$8.68M | 0.33% | 38 |
|
|
2015
Q4 | $19.9M | Sell |
365,423
-768,655
| -68% | -$41.8M | 0.7% | 31 |
|
|
2015
Q3 | $58.2M | Buy |
1,134,078
+59,496
| +6% | +$3.06M | 2.07% | 22 |
|
|
2015
Q2 | $60.4M | Sell |
1,074,582
-150,569
| -12% | -$8.47M | 2.22% | 22 |
|
|
2015
Q1 | $66.6M | Buy |
1,225,151
+35,778
| +3% | +$1.95M | 2.37% | 16 |
|
|
2014
Q4 | $65.2M | Buy |
1,189,373
+65,569
| +6% | +$3.59M | 2.27% | 16 |
|
|
2014
Q3 | $58.3M | Buy |
1,123,804
+51,725
| +5% | +$2.68M | 1.96% | 20 |
|
|
2014
Q2 | $56.3M | Sell |
1,072,079
-244,667
| -19% | -$12.9M | 2.27% | 11 |
|
|
2014
Q1 | $65.5M | Buy |
1,316,746
+44,450
| +3% | +$2.21M | 2.03% | 16 |
|
|
2013
Q4 | $57.8M | Buy |
1,272,296
+58,547
| +5% | +$2.66M | 1.68% | 19 |
|
|
2013
Q3 | $50.2M | Buy |
1,213,749
+79,245
| +7% | +$3.27M | 1.39% | 24 |
|
|
2013
Q2 | $46.8M | Buy |
+1,134,504
| New | +$46.8M | 1.25% | 32 |
|