Clarkston Capital Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $211K | Hold |
2,650
| – | – | 0.02% | 98 |
|
|
2025
Q4 | $247K | Hold |
2,650
| – | – | 0.01% | 163 |
|
|
2025
Q3 | $222K | Hold |
2,650
| – | – | ﹤0.01% | 154 |
|
|
2025
Q2 | $212K | Buy |
+2,650
| New | +$191K | ﹤0.01% | 147 |
|
|
2022
Q3 | – | Sell |
-9,120
| Closed | -$357K | – | 190 |
|
|
2022
Q2 | $357K | Buy |
9,120
+4,610
| +102% | +$202K | 0.01% | 142 |
|
|
2022
Q1 | $219K | Sell |
4,510
-690
| -13% | -$36.9K | ﹤0.01% | 164 |
|
|
2021
Q4 | $249K | Sell |
5,200
-220
| -4% | -$10.8K | ﹤0.01% | 147 |
|
|
2021
Q3 | $252K | Sell |
5,420
-800
| -13% | -$37K | ﹤0.01% | 132 |
|
|
2021
Q2 | $282K | Sell |
6,220
-290
| -4% | -$12.9K | 0.01% | 125 |
|
|
2021
Q1 | $254K | Buy |
+6,510
| New | +$230K | ﹤0.01% | 133 |
|
|
2018
Q4 | – | Sell |
-6,150
| Closed | -$323K | – | 99 |
|
|
2018
Q3 | $323K | Hold |
6,150
| – | – | 0.01% | 87 |
|
|
2018
Q2 | $341K | Hold |
6,150
| – | – | 0.01% | 81 |
|
|
2018
Q1 | $322K | Hold |
6,150
| – | – | 0.01% | 81 |
|
|
2017
Q4 | $373K | Hold |
6,150
| – | – | 0.01% | 80 |
|
|
2017
Q3 | $339K | Hold |
6,150
| – | – | 0.01% | 81 |
|
|
2017
Q2 | $341K | Hold |
6,150
| – | – | 0.02% | 80 |
|
|
2017
Q1 | $342K | Sell |
6,150
-48,000
| -89% | -$2.72M | 0.02% | 80 |
|
|
2016
Q4 | $2.98M | Sell |
54,150
-500
| -0.9% | -$25.1K | 0.14% | 55 |
|
|
2016
Q3 | $2.42M | Sell |
54,650
-200
| -0.4% | -$9.57K | 0.12% | 56 |
|
|
2016
Q2 | $2.6M | Sell |
54,850
-350
| -0.6% | -$17.1K | 0.14% | 57 |
|
|
2016
Q1 | $2.67M | Sell |
55,200
-7,333
| -12% | -$359K | 0.15% | 57 |
|
|
2015
Q4 | $3.4M | Sell |
62,533
-2,000
| -3% | -$109K | 0.24% | 54 |
|
|
2015
Q3 | $3.31M | Sell |
64,533
-100
| -0.2% | -$5.5K | 0.3% | 57 |
|
|
2015
Q2 | $3.63M | Buy |
64,633
+1,188
| +2% | +$66.2K | 0.37% | 56 |
|
|
2015
Q1 | $3.45M | Buy |
63,445
+500
| +0.8% | +$27K | 0.38% | 56 |
|
|
2014
Q4 | $3.45M | Sell |
62,945
-1,100
| -2% | -$58.2K | 0.52% | 52 |
|
|
2014
Q3 | $3.32M | Buy |
64,045
+5,786
| +10% | +$298K | 0.57% | 53 |
|
|
2014
Q2 | $3.06M | Buy |
58,259
+300
| +0.5% | +$15.1K | 0.56% | 53 |
|
|
2014
Q1 | $2.88M | Buy |
57,959
+49,806
| +611% | +$2.32M | 0.57% | 50 |
|
|
2013
Q4 | $370K | Buy |
8,153
+2,239
| +38% | +$96.7K | 0.14% | 81 |
|
|
2013
Q3 | $244K | Buy |
5,914
+664
| +13% | +$28.3K | 0.12% | 90 |
|
|
2013
Q2 | $217K | Buy |
+5,250
| New | +$205K | 0.12% | 91 |
|
Other funds holding WFC
VCM
VPM
