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 |
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|
2025
Q1 | $3.09K | Hold |
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|
2024
Q4 | $3.02K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $410K | Hold |
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|
2020
Q4 | $317K | Sell |
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|
2020
Q3 | $268K | Sell |
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|
2020
Q2 | $447K | Sell |
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|
2020
Q1 | $504K | Buy |
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|
2019
Q4 | $7.86K | Buy |
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|
2019
Q3 | $672K | Buy |
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|
2019
Q2 | $491K | Buy |
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|
2019
Q1 | $631K | Buy |
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|
2018
Q4 | $451K | Hold |
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|
2018
Q3 | $514K | Sell |
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|
2018
Q2 | $887K | Sell |
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|
2018
Q1 | $891K | Sell |
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|
2017
Q4 | $1.08M | Sell |
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|
2017
Q3 | $993K | Sell |
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|
2017
Q2 | $1.11M | Sell |
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|
2017
Q1 | $1.2M | Hold |
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|
2016
Q4 | $1.19M | Sell |
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|
2016
Q3 | $1.04M | Sell |
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|
2016
Q2 | $1.51M | Buy |
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|
2016
Q1 | $1.45M | Buy |
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|
2015
Q4 | $1.6M | Buy |
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|
2015
Q3 | $1.51M | Buy |
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|
2015
Q2 | $1.55M | Sell |
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|
2015
Q1 | $1.55M | Buy |
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|
2014
Q4 | $1.41M | Buy |
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|
2014
Q3 | $1.32M | Sell |
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|
2014
Q2 | $1.66M | Sell |
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|
2014
Q1 | $1.59M | Hold |
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|
2013
Q4 | $1.46M | Buy |
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