Claret 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 | $270K | Hold |
|
|||||
|
2025
Q1 | $242K | Sell |
|
|||||
|
2024
Q4 | $239K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $202K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $210K | Sell |
|
|||||
|
2020
Q1 | $264K | Sell |
|
|||||
|
2019
Q4 | $525K | Buy |
|
|||||
|
2019
Q3 | $462K | Buy |
|
|||||
|
2019
Q2 | $429K | Sell |
|
|||||
|
2019
Q1 | $494K | Sell |
|
|||||
|
2018
Q4 | $476K | Sell |
|
|||||
|
2018
Q3 | $544K | Buy |
|
|||||
|
2018
Q2 | $518K | Sell |
|
|||||
|
2018
Q1 | $491K | Sell |
|
|||||
|
2017
Q4 | $1.25M | Buy |
|