Cobblestone Capital Advisors’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 | $10.1M | Sell |
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|
2025
Q1 | $19.6M | Sell |
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|
2024
Q4 | $20M | Sell |
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|
2024
Q3 | $22.1M | Sell |
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|
2024
Q2 | $24.3M | Sell |
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|
2024
Q1 | $30.6M | Buy |
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|
2023
Q4 | $25.9M | Sell |
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|
2023
Q3 | $21.6M | Sell |
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|
2023
Q2 | $22.7M | Sell |
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|
2023
Q1 | $20.1M | Sell |
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|
2022
Q4 | $22.5M | Sell |
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|
2022
Q3 | $22.5M | Sell |
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|
2022
Q2 | $22.2M | Sell |
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|
2022
Q1 | $27.6M | Sell |
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|
2021
Q4 | $27.4M | Buy |
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|
2021
Q3 | $26.3M | Buy |
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|
2021
Q2 | $25.4M | Buy |
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|
2021
Q1 | $21.8M | Buy |
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|
2020
Q4 | $14.3M | Buy |
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|
2020
Q3 | $8.05M | Buy |
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|
2020
Q2 | $8.48M | Buy |
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|
2020
Q1 | $6.25M | Buy |
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|
2019
Q4 | $7.9M | Buy |
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|
2019
Q3 | $6.31M | Buy |
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|
2019
Q2 | $759K | Buy |
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|
2019
Q1 | $616K | Sell |
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|
2018
Q4 | $744K | Sell |
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|
2018
Q3 | $890K | Buy |
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|
2018
Q2 | $895K | Sell |
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|
2018
Q1 | $978K | Sell |
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|
2017
Q4 | $1.26M | Sell |
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|
2017
Q3 | $1.15M | Buy |
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|
2017
Q2 | $1.08M | Buy |
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|
2017
Q1 | $1.06M | Sell |
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|
2016
Q4 | $1.06M | Buy |
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|
2016
Q3 | $806K | Buy |
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|
2016
Q2 | $813K | Buy |
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|
2016
Q1 | $809K | Buy |
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|
2015
Q4 | $874K | Buy |
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|
2015
Q3 | $607K | Buy |
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|
2015
Q2 | $571K | Buy |
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|
2015
Q1 | $449K | Sell |
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|
2014
Q4 | $511K | Hold |
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|
2014
Q3 | $483K | Sell |
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|
2014
Q2 | $513K | Buy |
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|
2014
Q1 | $445K | Sell |
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|
2013
Q4 | $425K | Sell |
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|
2013
Q3 | $415K | Sell |
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|
2013
Q2 | $452K | Buy |
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