CI Investments Inc’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 | $62M | Sell |
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|
2025
Q1 | $83.7M | Buy |
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|
2024
Q4 | $78.7M | Buy |
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|
2024
Q3 | $57.9M | Sell |
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|
2024
Q2 | $96.1M | Sell |
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|
2024
Q1 | $107M | Sell |
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|
2023
Q4 | $146M | Sell |
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|
2023
Q3 | $124M | Sell |
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|
2023
Q2 | $132M | Sell |
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|
2023
Q1 | $152M | Buy |
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|
2022
Q4 | $121M | Buy |
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|
2022
Q3 | $34.8M | Buy |
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|
2022
Q2 | $30.6M | Buy |
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|
2022
Q1 | $27.7M | Buy |
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|
2021
Q4 | $27M | Sell |
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|
2021
Q3 | $27.1M | Sell |
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|
2021
Q2 | $57.4M | Sell |
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|
2021
Q1 | $49.7M | Sell |
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|
2020
Q4 | $41.9M | Sell |
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|
2020
Q3 | $38.8M | Sell |
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|
2020
Q2 | $42.8M | Sell |
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|
2020
Q1 | $123M | Buy |
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|
2019
Q4 | $57.3M | Sell |
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|
2019
Q3 | $163M | Sell |
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|
2019
Q2 | $366M | Buy |
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|
2019
Q1 | $250M | Sell |
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|
2018
Q4 | $300M | Buy |
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|
2018
Q3 | $318M | Sell |
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|
2018
Q2 | $508M | Buy |
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|
2018
Q1 | $440M | Buy |
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|
2017
Q4 | $397M | Buy |
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|
2017
Q3 | $280M | Buy |
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|
2017
Q2 | $123M | Buy |
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|
2017
Q1 | $123M | Sell |
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|
2016
Q4 | $191M | Buy |
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|
2016
Q3 | $24.2M | Sell |
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|
2016
Q2 | $64.1M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $810K | Buy |
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