CIM Investment 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 | $706K | Sell |
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|
2025
Q1 | $635K | Sell |
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|
2024
Q4 | $622K | Buy |
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|
2024
Q3 | $498K | Sell |
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|
2024
Q2 | $533K | Sell |
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|
2024
Q1 | $523K | Hold |
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|
2023
Q4 | $444K | Hold |
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|
2023
Q3 | $369K | Sell |
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|
2023
Q2 | $395K | Buy |
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|
2023
Q1 | $345K | Buy |
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|
2022
Q4 | $362K | Sell |
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|
2022
Q3 | $363K | Hold |
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|
2022
Q2 | $353K | Sell |
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|
2022
Q1 | $439K | Sell |
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|
2021
Q4 | $436K | Sell |
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|
2021
Q3 | $430K | Sell |
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|
2021
Q2 | $422K | Sell |
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|
2021
Q1 | $366K | Sell |
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|
2020
Q4 | $294K | Sell |
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|
2020
Q3 | $233K | Sell |
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|
2020
Q2 | $256K | Hold |
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|
2020
Q1 | $287K | Buy |
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|
2019
Q4 | $518K | Sell |
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|
2019
Q3 | $972K | Sell |
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|
2019
Q2 | $1.01M | Buy |
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|
2019
Q1 | $993K | Hold |
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|
2018
Q4 | $947K | Sell |
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|
2018
Q3 | $1.13M | Sell |
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|
2018
Q2 | $1.79M | Sell |
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|
2018
Q1 | $1.75M | Sell |
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|
2017
Q4 | $2.07M | Sell |
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|
2017
Q3 | $1.92M | Sell |
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|
2017
Q2 | $2.03M | Sell |
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|
2017
Q1 | $2.08M | Sell |
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|
2016
Q4 | $2.26M | Buy |
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|
2016
Q3 | $1.79M | Sell |
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|
2016
Q2 | $2.08M | Sell |
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|
2016
Q1 | $2.22M | Buy |
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|
2015
Q4 | $1.98M | Hold |
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|
2015
Q3 | $1.87M | Hold |
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|
2015
Q2 | $2.05M | Hold |
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|
2015
Q1 | $1.98M | Sell |
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|
2014
Q4 | $2.99M | Hold |
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|
2014
Q3 | $2.83M | Sell |
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|
2014
Q2 | $3M | Sell |
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|
2014
Q1 | $2.92M | Sell |
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|
2013
Q4 | $2.73M | Buy |
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|
2013
Q3 | $2.31M | Hold |
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|
2013
Q2 | $2.31M | Buy |
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