CIBC Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.5M | Sell |
505,229
-5,591
| -1% | -$448K | 0.13% | 119 |
|
|
2025
Q1 | $36.7M | Sell |
510,820
-67,550
| -12% | -$4.85M | 0.12% | 120 |
|
|
2024
Q4 | $40.6M | Sell |
578,370
-1,615
| -0.3% | -$113K | 0.13% | 114 |
|
|
2024
Q3 | $32.8M | Buy |
579,985
+20,053
| +4% | +$1.13M | 0.11% | 134 |
|
|
2024
Q2 | $33.3M | Sell |
559,932
-42,380
| -7% | -$2.52M | 0.12% | 122 |
|
|
2024
Q1 | $34.9M | Sell |
602,312
-15,159
| -2% | -$879K | 0.12% | 124 |
|
|
2023
Q4 | $30.4M | Sell |
617,471
-3,619
| -0.6% | -$178K | 0.11% | 127 |
|
|
2023
Q3 | $25.4M | Sell |
621,090
-36,218
| -6% | -$1.48M | 0.11% | 135 |
|
|
2023
Q2 | $28.1M | Sell |
657,308
-21,351
| -3% | -$911K | 0.11% | 132 |
|
|
2023
Q1 | $25.4M | Buy |
678,659
+17,388
| +3% | +$650K | 0.1% | 138 |
|
|
2022
Q4 | $27.3M | Buy |
661,271
+30,913
| +5% | +$1.28M | 0.11% | 127 |
|
|
2022
Q3 | $25.4M | Buy |
630,358
+36,181
| +6% | +$1.46M | 0.11% | 124 |
|
|
2022
Q2 | $23.3M | Buy |
594,177
+82,082
| +16% | +$3.22M | 0.09% | 133 |
|
|
2022
Q1 | $24.8M | Buy |
512,095
+56,968
| +13% | +$2.76M | 0.09% | 141 |
|
|
2021
Q4 | $21.8M | Buy |
455,127
+21,839
| +5% | +$1.05M | 0.08% | 149 |
|
|
2021
Q3 | $20.1M | Buy |
433,288
+12,140
| +3% | +$563K | 0.08% | 153 |
|
|
2021
Q2 | $19.1M | Buy |
421,148
+22,356
| +6% | +$1.01M | 0.08% | 151 |
|
|
2021
Q1 | $15.6M | Sell |
398,792
-16,020
| -4% | -$626K | 0.07% | 165 |
|
|
2020
Q4 | $12.5M | Sell |
414,812
-678
| -0.2% | -$20.5K | 0.06% | 186 |
|
|
2020
Q3 | $9.77M | Buy |
415,490
+2,818
| +0.7% | +$66.3K | 0.05% | 194 |
|
|
2020
Q2 | $10.6M | Sell |
412,672
-21,373
| -5% | -$547K | 0.06% | 176 |
|
|
2020
Q1 | $12.5M | Sell |
434,045
-37,086
| -8% | -$1.06M | 0.09% | 132 |
|
|
2019
Q4 | $25.3M | Sell |
471,131
-32,936
| -7% | -$1.77M | 0.14% | 77 |
|
|
2019
Q3 | $25.4M | Buy |
504,067
+42,206
| +9% | +$2.13M | 0.15% | 74 |
|
|
2019
Q2 | $21.9M | Sell |
461,861
-30,129
| -6% | -$1.43M | 0.13% | 81 |
|
|
2019
Q1 | $23.8M | Buy |
491,990
+19,812
| +4% | +$957K | 0.15% | 73 |
|
|
2018
Q4 | $21.8M | Sell |
472,178
-58,066
| -11% | -$2.68M | 0.16% | 70 |
|
|
2018
Q3 | $27.9M | Buy |
530,244
+52,084
| +11% | +$2.74M | 0.17% | 63 |
|
|
2018
Q2 | $26.5M | Buy |
478,160
+15,754
| +3% | +$873K | 0.17% | 66 |
|
|
2018
Q1 | $24.2M | Sell |
462,406
-68,504
| -13% | -$3.59M | 0.16% | 66 |
|
|
2017
Q4 | $32.2M | Sell |
530,910
-14,474
| -3% | -$878K | 0.2% | 59 |
|
|
2017
Q3 | $30.1M | Buy |
545,384
+5,044
| +0.9% | +$278K | 0.19% | 57 |
|
|
2017
Q2 | $29.9M | Buy |
540,340
+218
| +0% | +$12.1K | 0.21% | 57 |
|
|
2017
Q1 | $30.1M | Buy |
540,122
+2,701
| +0.5% | +$150K | 0.21% | 57 |
|
|
2016
Q4 | $29.6M | Sell |
537,421
-9,430
| -2% | -$520K | 0.21% | 54 |
|
|
2016
Q3 | $24.2M | Buy |
546,851
+37,140
| +7% | +$1.64M | 0.18% | 63 |
|
|
2016
Q2 | $24.1M | Buy |
509,711
+156
| +0% | +$7.38K | 0.18% | 66 |
|
|
2016
Q1 | $24.6M | Buy |
509,555
+7,214
| +1% | +$349K | 0.18% | 63 |
|
|
2015
Q4 | $27.3M | Sell |
502,341
-5,953
| -1% | -$324K | 0.22% | 60 |
|
|
2015
Q3 | $26.1M | Buy |
508,294
+5,781
| +1% | +$297K | 0.21% | 53 |
|
|
2015
Q2 | $28.3M | Buy |
502,513
+31,077
| +7% | +$1.75M | 0.2% | 55 |
|
|
2015
Q1 | $25.6M | Sell |
471,436
-6,304
| -1% | -$343K | 0.18% | 56 |
|
|
2014
Q4 | $26.2M | Sell |
477,740
-119,188
| -20% | -$6.53M | 0.17% | 54 |
|
|
2014
Q3 | $31M | Sell |
596,928
-53,502
| -8% | -$2.78M | 0.18% | 56 |
|
|
2014
Q2 | $34.2M | Sell |
650,430
-37,353
| -5% | -$1.96M | 0.19% | 51 |
|
|
2014
Q1 | $34.2M | Buy |
687,783
+2,294
| +0.3% | +$114K | 0.2% | 52 |
|
|
2013
Q4 | $31.1M | Sell |
685,489
-24,917
| -4% | -$1.13M | 0.19% | 51 |
|
|
2013
Q3 | $29.4M | Buy |
710,406
+24,860
| +4% | +$1.03M | 0.19% | 47 |
|
|
2013
Q2 | $28.3M | Buy |
+685,546
| New | +$28.3M | 0.19% | 49 |
|