Columbia Asset Management’s Wells Fargo WFC Stock Holding History

Columbia Asset Management’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-43	Closed	-$3.09K	–	189
2025 Q1	$3.09K	Hold	43	–	–	﹤0.01%	178
2024 Q4	$3.02K	Buy	+43	New	+$3.02K	﹤0.01%	184
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%	-$27.2K	0.06%	149
2020 Q3	$268K	Sell	11,403 -6,075	-35%	-$143K	0.06%	144
2020 Q2	$447K	Sell	17,478 -73	-0.4%	-$1.87K	0.11%	113
2020 Q1	$504K	Buy	17,551 +2,948	+20%	+$84.7K	0.12%	100
2019 Q4	$7.86K	Buy	14,603 +1,275	+10%	+$686	0.19%	91
2019 Q3	$672K	Buy	13,328 +2,950	+28%	+$149K	0.17%	94
2019 Q2	$491K	Buy	10,378 +477	+5%	+$22.6K	0.13%	120
2019 Q1	$631K	Buy	9,901 +123	+1%	+$7.84K	0.17%	101
2018 Q4	$451K	Hold	9,778	–	–	0.14%	111
2018 Q3	$514K	Sell	9,778 -6,220	-39%	-$327K	0.13%	116
2018 Q2	$887K	Sell	15,998 -1,000	-6%	-$55.4K	0.26%	84
2018 Q1	$891K	Sell	16,998 -800	-4%	-$41.9K	0.26%	85
2017 Q4	$1.08M	Sell	17,798 -212	-1%	-$12.9K	0.31%	74
2017 Q3	$993K	Sell	18,010 -2,108	-10%	-$116K	0.31%	78
2017 Q2	$1.11M	Sell	20,118 -1,525	-7%	-$84.4K	0.36%	67
2017 Q1	$1.2M	Hold	21,643	–	–	0.4%	61
2016 Q4	$1.19M	Sell	21,643 -1,906	-8%	-$105K	0.4%	60
2016 Q3	$1.04M	Sell	23,549 -8,364	-26%	-$370K	0.37%	62
2016 Q2	$1.51M	Buy	31,913 +1,833	+6%	+$86.7K	0.54%	53
2016 Q1	$1.45M	Buy	30,080 +721	+2%	+$34.9K	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%	+$87.6K	0.61%	49
2015 Q2	$1.56M	Sell	27,650 -774	-3%	-$43.5K	0.59%	50
2015 Q1	$1.55M	Buy	28,424 +2,725	+11%	+$148K	0.58%	52
2014 Q4	$1.41M	Buy	25,699 +275	+1%	+$15.1K	0.54%	55
2014 Q3	$1.32M	Sell	25,424 -6,125	-19%	-$318K	0.53%	54
2014 Q2	$1.66M	Sell	31,549 -504	-2%	-$26.5K	0.67%	45
2014 Q1	$1.59M	Hold	32,053	–	–	0.69%	46
2013 Q4	$1.46M	Buy	+32,053	New	+$1.46M	0.64%	46