CI Investments Inc’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62M | Sell |
773,564
-392,347
| -34% | -$31.4M | 0.23% | 86 |
|
|
2025
Q1 | $83.7M | Buy |
1,165,911
+45,785
| +4% | +$3.29M | 0.35% | 58 |
|
|
2024
Q4 | $78.7M | Buy |
1,120,126
+94,799
| +9% | +$6.66M | 0.3% | 66 |
|
|
2024
Q3 | $57.9M | Sell |
1,025,327
-593,009
| -37% | -$33.5M | 0.22% | 93 |
|
|
2024
Q2 | $96.1M | Sell |
1,618,336
-229,878
| -12% | -$13.7M | 0.38% | 53 |
|
|
2024
Q1 | $107M | Sell |
1,848,214
-1,111,298
| -38% | -$64.4M | 0.43% | 49 |
|
|
2023
Q4 | $146M | Sell |
2,959,512
-87,006
| -3% | -$4.28M | 0.75% | 34 |
|
|
2023
Q3 | $124M | Sell |
3,046,518
-46,371
| -1% | -$1.89M | 0.69% | 35 |
|
|
2023
Q2 | $132M | Sell |
3,092,889
-971,354
| -24% | -$41.5M | 0.67% | 40 |
|
|
2023
Q1 | $152M | Buy |
4,064,243
+1,123,828
| +38% | +$42M | 0.76% | 35 |
|
|
2022
Q4 | $121M | Buy |
2,940,415
+2,076,112
| +240% | +$85.7M | 0.61% | 45 |
|
|
2022
Q3 | $34.8M | Buy |
864,303
+83,700
| +11% | +$3.37M | 0.18% | 124 |
|
|
2022
Q2 | $30.6M | Buy |
780,603
+209,386
| +37% | +$8.2M | 0.14% | 141 |
|
|
2022
Q1 | $27.7M | Buy |
571,217
+9,117
| +2% | +$442K | 0.1% | 181 |
|
|
2021
Q4 | $27M | Sell |
562,100
-21,235
| -4% | -$1.02M | 0.09% | 191 |
|
|
2021
Q3 | $27.1M | Sell |
583,335
-684,462
| -54% | -$31.8M | 0.1% | 187 |
|
|
2021
Q2 | $57.4M | Sell |
1,267,797
-4,376
| -0.3% | -$198K | 0.21% | 122 |
|
|
2021
Q1 | $49.7M | Sell |
1,272,173
-114,647
| -8% | -$4.48M | 0.21% | 130 |
|
|
2020
Q4 | $41.9M | Sell |
1,386,820
-264,582
| -16% | -$7.99M | 0.18% | 136 |
|
|
2020
Q3 | $38.8M | Sell |
1,651,402
-20,595
| -1% | -$484K | 0.19% | 120 |
|
|
2020
Q2 | $42.8M | Sell |
1,671,997
-2,609,777
| -61% | -$66.8M | 0.23% | 104 |
|
|
2020
Q1 | $123M | Buy |
4,281,774
+3,216,761
| +302% | +$92.3M | 0.75% | 38 |
|
|
2019
Q4 | $57.3M | Sell |
1,065,013
-2,168,965
| -67% | -$117M | 0.29% | 97 |
|
|
2019
Q3 | $163M | Sell |
3,233,978
-4,442,088
| -58% | -$224M | 0.84% | 37 |
|
|
2019
Q2 | $366M | Buy |
7,676,066
+2,507,590
| +49% | +$120M | 2.04% | 8 |
|
|
2019
Q1 | $250M | Sell |
5,168,476
-1,343,855
| -21% | -$64.9M | 1.4% | 17 |
|
|
2018
Q4 | $300M | Buy |
6,512,331
+467,266
| +8% | +$21.5M | 1.94% | 6 |
|
|
2018
Q3 | $318M | Sell |
6,045,065
-3,112,313
| -34% | -$164M | 2.38% | 6 |
|
|
2018
Q2 | $508M | Buy |
9,157,378
+768,100
| +9% | +$42.6M | 3.99% | 1 |
|
|
2018
Q1 | $440M | Buy |
8,389,278
+1,843,802
| +28% | +$96.6M | 5.06% | 1 |
|
|
2017
Q4 | $397M | Buy |
6,545,476
+1,472,176
| +29% | +$89.3M | 4.07% | 3 |
|
|
2017
Q3 | $280M | Buy |
5,073,300
+2,850,300
| +128% | +$157M | 2.73% | 5 |
|
|
2017
Q2 | $123M | Buy |
2,223,000
+6,400
| +0.3% | +$355K | 1.33% | 20 |
|
|
2017
Q1 | $123M | Sell |
2,216,600
-1,240,800
| -36% | -$69.1M | 1.4% | 20 |
|
|
2016
Q4 | $191M | Buy |
3,457,400
+2,910,650
| +532% | +$160M | 2.09% | 7 |
|
|
2016
Q3 | $24.2M | Sell |
546,750
-807,350
| -60% | -$35.7M | 0.26% | 100 |
|
|
2016
Q2 | $64.1M | Buy |
+1,354,100
| New | +$64.1M | 0.73% | 42 |
|
|
2015
Q1 | – | Sell |
-14,776
| Closed | -$810K | – | 193 |
|
|
2014
Q4 | $810K | Buy |
+14,776
| New | +$810K | 0.01% | 159 |
|