Columbia 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 | – | Sell |
-43
| Closed | -$3.09K | – | 235 |
|
|
2025
Q1 | $3.09K | Hold |
43
| – | – | ﹤0.01% | 232 |
|
|
2024
Q4 | $3.02K | Buy |
+43
| New | +$2.94K | ﹤0.01% | 267 |
|
|
2021
Q2 | – | Sell |
-10,503
| Closed | -$410K | – | 191 |
|
|
2021
Q1 | $410K | Hold |
10,503
| – | – | 0.07% | 139 |
|
|
2020
Q4 | $317K | Sell |
10,503
-900
| -8% | -$23.3K | 0.06% | 149 |
|
|
2020
Q3 | $268K | Sell |
11,403
-6,075
| -35% | -$150K | 0.06% | 144 |
|
|
2020
Q2 | $447K | Sell |
17,478
-73
| -0.4% | -$2K | 0.11% | 113 |
|
|
2020
Q1 | $504K | Buy |
17,551
+2,948
| +20% | +$125K | 0.12% | 100 |
|
|
2019
Q4 | $7.86K | Buy |
14,603
+1,275
| +10% | +$66.8K | 0.19% | 91 |
|
|
2019
Q3 | $672K | Buy |
13,328
+2,950
| +28% | +$139K | 0.17% | 94 |
|
|
2019
Q2 | $491K | Buy |
10,378
+477
| +5% | +$22.3K | 0.13% | 120 |
|
|
2019
Q1 | $631K | Buy |
9,901
+123
| +1% | +$6.05K | 0.17% | 101 |
|
|
2018
Q4 | $451K | Hold |
9,778
| – | – | 0.14% | 111 |
|
|
2018
Q3 | $514K | Sell |
9,778
-6,220
| -39% | -$355K | 0.13% | 116 |
|
|
2018
Q2 | $887K | Sell |
15,998
-1,000
| -6% | -$53.6K | 0.26% | 84 |
|
|
2018
Q1 | $891K | Sell |
16,998
-800
| -4% | -$47.5K | 0.26% | 85 |
|
|
2017
Q4 | $1.08M | Sell |
17,798
-212
| -1% | -$12K | 0.31% | 74 |
|
|
2017
Q3 | $993K | Sell |
18,010
-2,108
| -10% | -$112K | 0.31% | 78 |
|
|
2017
Q2 | $1.11M | Sell |
20,118
-1,525
| -7% | -$81.7K | 0.36% | 67 |
|
|
2017
Q1 | $1.2M | Hold |
21,643
| – | – | 0.4% | 61 |
|
|
2016
Q4 | $1.19M | Sell |
21,643
-1,906
| -8% | -$95.8K | 0.4% | 60 |
|
|
2016
Q3 | $1.04M | Sell |
23,549
-8,364
| -26% | -$400K | 0.37% | 62 |
|
|
2016
Q2 | $1.51M | Buy |
31,913
+1,833
| +6% | +$89.4K | 0.54% | 53 |
|
|
2016
Q1 | $1.45M | Buy |
30,080
+721
| +2% | +$35.3K | 0.53% | 53 |
|
|
2015
Q4 | $1.6M | Buy |
29,359
+2
| +0% | +$109 | 0.64% | 45 |
|
|
2015
Q3 | $1.51M | Buy |
29,357
+1,707
| +6% | +$93.9K | 0.61% | 49 |
|
|
2015
Q2 | $1.55M | Sell |
27,650
-774
| -3% | -$43.2K | 0.59% | 50 |
|
|
2015
Q1 | $1.55M | Buy |
28,424
+2,725
| +11% | +$147K | 0.58% | 52 |
|
|
2014
Q4 | $1.41M | Buy |
25,699
+275
| +1% | +$14.6K | 0.54% | 55 |
|
|
2014
Q3 | $1.32M | Sell |
25,424
-6,125
| -19% | -$315K | 0.53% | 54 |
|
|
2014
Q2 | $1.66M | Sell |
31,549
-504
| -2% | -$25.3K | 0.67% | 45 |
|
|
2014
Q1 | $1.59M | Hold |
32,053
| – | – | 0.69% | 46 |
|
|
2013
Q4 | $1.46M | Buy |
+32,053
| New | +$1.38M | 0.64% | 46 |
|
Other funds holding WFC
Columbia Asset Management's WFC Position: Q2 2025 in Review
Columbia Asset Management sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 43 shares — an estimated $3.09K sold.
Columbia Asset Management first reported a position in WFC in Q4 2013 and held it in 32 quarters. The position peaked at $1.66M in Q2 2014. 2,627 funds tracked by Wall St. Rank hold WFC as of Q2 2025.
- Columbia Asset Management reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
- Columbia Asset Management sold 43 Wells Fargo shares in Q2 2025, an estimated $3.09K.
- Columbia Asset Management first reported a position in Wells Fargo in Q4 2013 and held it in 32 quarters.
- Columbia Asset Management's Wells Fargo position peaked at $1.66M in Q2 2014.
- 2,627 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.
Based on Columbia Asset Management's 13F filing for Q2 2025, filed 18 Jul 2025.