Cidel Asset Management’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 | $3.09M | Sell |
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|
2025
Q1 | $2.94M | Sell |
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|
2024
Q4 | $3.14M | Sell |
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|
2024
Q3 | $2.82M | Sell |
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|
2024
Q2 | $3.16M | Sell |
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|
2024
Q1 | $3.29M | Sell |
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|
2023
Q4 | $2.84M | Buy |
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|
2023
Q3 | $306K | Hold |
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|
2023
Q2 | $320K | Hold |
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|
2023
Q1 | $280K | Sell |
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|
2022
Q4 | $334K | Hold |
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|
2022
Q3 | $326K | Hold |
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|
2022
Q2 | $317K | Hold |
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|
2022
Q1 | $393K | Hold |
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|
2021
Q4 | $389K | Hold |
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|
2021
Q3 | $376K | Hold |
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|
2021
Q2 | $367K | Hold |
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|
2021
Q1 | $316K | Hold |
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|
2020
Q4 | $244K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $267K | Buy |
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|
2020
Q1 | $237K | Buy |
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|
2019
Q4 | $440K | Sell |
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|
2019
Q3 | $430K | Sell |
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|
2019
Q2 | $521K | Sell |
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|
2019
Q1 | $590K | Buy |
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