Clean Yield Group’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
Q3 | $133K | Buy |
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|
2025
Q2 | $102K | Hold |
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|
2025
Q1 | $91.5K | Sell |
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|
2024
Q4 | $90K | Hold |
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|
2024
Q3 | $72.4K | Buy |
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|
2024
Q2 | $59.4K | Sell |
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|
2024
Q1 | $116K | Hold |
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|
2023
Q4 | $98.4K | Hold |
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|
2023
Q3 | $79.4K | Sell |
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|
2023
Q2 | $95.7K | Hold |
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|
2023
Q1 | $83.8K | Sell |
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|
2022
Q4 | $128K | Buy |
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|
2022
Q3 | $115K | Hold |
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|
2022
Q2 | $112K | Hold |
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|
2022
Q1 | $138K | Hold |
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|
2021
Q4 | $137K | Hold |
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|
2021
Q3 | $132K | Hold |
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|
2021
Q2 | $129K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $86K | Hold |
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|
2020
Q3 | $67K | Hold |
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|
2020
Q2 | $73K | Sell |
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|
2020
Q1 | $102K | Sell |
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|
2019
Q4 | $382K | Sell |
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|
2019
Q3 | $365K | Sell |
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|
2019
Q2 | $384K | Sell |
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|
2019
Q1 | $402K | Sell |
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|
2018
Q4 | $430K | Buy |
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|
2018
Q3 | $319K | Buy |
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|
2018
Q2 | $282K | Sell |
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|
2018
Q1 | $287K | Sell |
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|
2017
Q4 | $346K | Sell |
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|
2017
Q3 | $370K | Hold |
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|
2017
Q2 | $369K | Hold |
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|
2017
Q1 | $373K | Buy |
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|
2016
Q4 | $343K | Buy |
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|
2016
Q3 | $259K | Hold |
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|
2016
Q2 | $277K | Sell |
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|
2016
Q1 | $359K | Sell |
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|
2015
Q4 | $380K | Hold |
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|
2015
Q3 | $437K | Buy |
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|
2015
Q2 | $442K | Hold |
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|
2015
Q1 | $427K | Hold |
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|
2014
Q4 | $431K | Hold |
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|
2014
Q3 | $407K | Sell |
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|
2014
Q2 | $492K | Buy |
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|
2014
Q1 | $340K | Hold |
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|
2013
Q4 | $311K | Sell |
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|
2013
Q3 | $307K | Hold |
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|
2013
Q2 | $307K | Buy |
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