Cohen Capital Management’s Wells Fargo WFC Stock Holding History

Cohen Capital Management’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.19M	Hold
2025 Q2	$1.13M	Hold
2025 Q1	$1.02M	Hold
2024 Q4	$994K	Hold
2024 Q3	$800K	Buy
2024 Q2	$650K	Hold
2024 Q1	$634K	Buy
2023 Q4	$407K	Hold
2023 Q3	$338K	Hold
2023 Q2	$353K	Hold
2023 Q1	$309K	Hold
2022 Q4	$342K	Hold
2022 Q3	$333K	Hold
2022 Q2	$324K	Hold
2022 Q1	$401K	Hold
2021 Q4	$397K	Hold
2021 Q3	$384K	Sell
2021 Q2	$376K	Hold
2021 Q1	$324K	Buy
2020 Q4	$250K	Buy
2020 Q3	–	Sell
2020 Q2	$212K	Hold
2020 Q1	$237K	Hold
2019 Q4	$445K	Hold
2019 Q3	$417K	Hold
2019 Q2	$392K	Hold
2019 Q1	$400K	Hold
2018 Q4	$381K	Sell
2018 Q3	$2.66M	Hold
2018 Q2	$2.81M	Hold
2018 Q1	$2.66M	Hold
2017 Q4	$3.07M	Hold
2017 Q3	$2.79M	Hold
2017 Q2	$2.8M	Hold
2017 Q1	$2.82M	Hold
2016 Q4	$2.79M	Sell
2016 Q3	$2.29M	Buy
2016 Q2	$2.32M	Hold
2016 Q1	$2.66M	Hold
2015 Q4	$2.66M	Hold
2015 Q3	$2.52M	Hold
2015 Q2	$2.76M	Hold
2015 Q1	$2.67M	Hold
2014 Q4	$2.69M	Hold
2014 Q3	$2.54M	Hold
2014 Q2	$2.58M	Sell
2014 Q1	$2.68M	Buy
2013 Q4	$2.23M	Hold
2013 Q3	$2.02M	Hold
2013 Q2	$2.02M	Buy