Choate Investment Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.21M | Buy |
40,318
+264
| +0.7% | +$22.7K | 0.06% | 122 |
|
|
2025
Q4 | $3.73M | Sell |
40,054
-1,658
| -4% | -$144K | 0.07% | 104 |
|
|
2025
Q3 | $3.5M | Buy |
41,712
+195
| +0.5% | +$15.8K | 0.07% | 108 |
|
|
2025
Q2 | $3.33M | Buy |
41,517
+503
| +1% | +$36.3K | 0.07% | 109 |
|
|
2025
Q1 | $2.94M | Sell |
41,014
-5,333
| -12% | -$400K | 0.07% | 109 |
|
|
2024
Q4 | $3.26M | Buy |
46,347
+5,033
| +12% | +$344K | 0.08% | 108 |
|
|
2024
Q3 | $2.33M | Sell |
41,314
-582
| -1% | -$32.9K | 0.06% | 126 |
|
|
2024
Q2 | $2.49M | Buy |
41,896
+310
| +0.7% | +$18.3K | 0.07% | 117 |
|
|
2024
Q1 | $2.41M | Sell |
41,586
-3,550
| -8% | -$186K | 0.06% | 128 |
|
|
2023
Q4 | $2.22M | Buy |
45,136
+798
| +2% | +$34.4K | 0.07% | 121 |
|
|
2023
Q3 | $1.81M | Buy |
44,338
+6,038
| +16% | +$261K | 0.07% | 110 |
|
|
2023
Q2 | $1.63M | Buy |
38,300
+2,103
| +6% | +$84.6K | 0.07% | 104 |
|
|
2023
Q1 | $1.35M | Buy |
36,197
+266
| +0.7% | +$11.6K | 0.07% | 109 |
|
|
2022
Q4 | $1.48M | Buy |
35,931
+6,901
| +24% | +$305K | 0.09% | 95 |
|
|
2022
Q3 | $1.17M | Sell |
29,030
-144
| -0.5% | -$6.19K | 0.08% | 100 |
|
|
2022
Q2 | $1.14M | Buy |
29,174
+645
| +2% | +$28.3K | 0.07% | 108 |
|
|
2022
Q1 | $1.38M | Sell |
28,529
-570
| -2% | -$30.5K | 0.07% | 113 |
|
|
2021
Q4 | $1.4M | Sell |
29,099
-1,523
| -5% | -$75K | 0.08% | 107 |
|
|
2021
Q3 | $1.42M | Sell |
30,622
-968
| -3% | -$44.8K | 0.09% | 91 |
|
|
2021
Q2 | $1.43M | Hold |
31,590
| – | – | 0.09% | 94 |
|
|
2021
Q1 | $1.23M | Sell |
31,590
-1,629
| -5% | -$57.7K | 0.08% | 103 |
|
|
2020
Q4 | $1M | Sell |
33,219
-3,637
| -10% | -$94.2K | 0.06% | 110 |
|
|
2020
Q3 | $867K | Sell |
36,856
-3,683
| -9% | -$90.8K | 0.06% | 110 |
|
|
2020
Q2 | $1.04M | Sell |
40,539
-7,137
| -15% | -$195K | 0.08% | 95 |
|
|
2020
Q1 | $1.37M | Sell |
47,676
-1,046
| -2% | -$44.5K | 0.11% | 82 |
|
|
2019
Q4 | $2.62M | Sell |
48,722
-1,335
| -3% | -$69.9K | 0.16% | 67 |
|
|
2019
Q3 | $2.52M | Sell |
50,057
-3,807
| -7% | -$179K | 0.16% | 68 |
|
|
2019
Q2 | $2.55M | Sell |
53,864
-666
| -1% | -$31.1K | 0.15% | 68 |
|
|
2019
Q1 | $2.63M | Buy |
54,530
+8,863
| +19% | +$436K | 0.16% | 65 |
|
|
2018
Q4 | $2.1M | Sell |
45,667
-6,389
| -12% | -$327K | 0.14% | 69 |
|
|
2018
Q3 | $2.74M | Sell |
52,056
-2,769
| -5% | -$158K | 0.15% | 56 |
|
|
2018
Q2 | $3.04M | Sell |
54,825
-6,106
| -10% | -$327K | 0.18% | 64 |
|
|
2018
Q1 | $3.19M | Sell |
60,931
-19,520
| -24% | -$1.16M | 0.17% | 65 |
|
|
2017
Q4 | $4.88M | Sell |
80,451
-15,768
| -16% | -$891K | 0.25% | 49 |
|
|
2017
Q3 | $5.31M | Sell |
96,219
-4,070
| -4% | -$216K | 0.29% | 41 |
|
|
2017
Q2 | $5.56M | Sell |
100,289
-4,669
| -4% | -$250K | 0.31% | 39 |
|
|
2017
Q1 | $5.84M | Sell |
104,958
-233
| -0.2% | -$13.2K | 0.34% | 36 |
|
|
2016
Q4 | $5.8M | Sell |
105,191
-2,567
| -2% | -$129K | 0.37% | 31 |
|
|
2016
Q3 | $4.77M | Sell |
107,758
-1,355
| -1% | -$64.8K | 0.31% | 35 |
|
|
2016
Q2 | $5.16M | Sell |
109,113
-11,271
| -9% | -$550K | 0.36% | 32 |
|
|
2016
Q1 | $5.82M | Buy |
120,384
+13,713
| +13% | +$671K | 0.4% | 30 |
|
|
2015
Q4 | $5.85M | Buy |
106,671
+10,582
| +11% | +$575K | 0.43% | 36 |
|
|
2015
Q3 | $4.85M | Buy |
96,089
+3,680
| +4% | +$202K | 0.33% | 33 |
|
|
2015
Q2 | $5.2M | Sell |
92,409
-4,185
| -4% | -$233K | 0.3% | 33 |
|
|
2015
Q1 | $5.26M | Sell |
96,594
-10,706
| -10% | -$579K | 0.3% | 38 |
|
|
2014
Q4 | $5.82M | Sell |
107,300
-957
| -0.9% | -$50.7K | 0.34% | 36 |
|
|
2014
Q3 | $5.62M | Sell |
108,257
-4,146
| -4% | -$213K | 0.34% | 33 |
|
|
2014
Q2 | $5.91M | Sell |
112,403
-833
| -0.7% | -$41.9K | 0.35% | 35 |
|
|
2014
Q1 | $5.63M | Sell |
113,236
-885
| -0.8% | -$41.2K | 0.35% | 36 |
|
|
2013
Q4 | $5.18M | Sell |
114,121
-769
| -0.7% | -$33.2K | 0.34% | 42 |
|
|
2013
Q3 | $4.75M | Buy |
114,890
+974
| +0.9% | +$41.6K | 0.35% | 42 |
|
|
2013
Q2 | $4.7M | Buy |
+113,916
| New | +$4.44M | 0.38% | 40 |
|
Other funds holding WFC
VCM
VPM
