Convergence Investment Partners’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 | $3.78M | Sell |
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|
2025
Q1 | $3.78M | Sell |
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|
2024
Q4 | $4.17M | Buy |
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|
2024
Q3 | $2.94M | Sell |
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|
2024
Q2 | $3.12M | Buy |
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|
2024
Q1 | $2.55M | Buy |
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|
2023
Q4 | $2.05M | Buy |
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|
2023
Q3 | $602K | Buy |
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|
2023
Q2 | $558K | Sell |
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|
2023
Q1 | $504K | Sell |
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|
2022
Q4 | $558K | Sell |
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|
2022
Q3 | $545K | Sell |
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|
2022
Q2 | $693K | Sell |
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|
2022
Q1 | $868K | Buy |
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|
2021
Q4 | $837K | Sell |
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|
2021
Q3 | $810K | Sell |
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|
2021
Q2 | $1.03M | Sell |
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|
2021
Q1 | $955K | Buy |
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|
2020
Q4 | $721K | Sell |
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|
2020
Q3 | $1.06M | Sell |
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|
2020
Q2 | $2.42M | Buy |
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|
2020
Q1 | $2.08M | Sell |
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|
2019
Q4 | $5.01M | Sell |
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|
2019
Q3 | $4.87M | Sell |
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|
2019
Q2 | $4.98M | Buy |
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|
2019
Q1 | $3.31M | Buy |
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|
2018
Q4 | $475K | Sell |
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|
2018
Q3 | $3.26M | Sell |
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|
2018
Q2 | $4.57M | Sell |
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|
2018
Q1 | $5.49M | Buy |
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|
2017
Q4 | $3.02M | Buy |
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|
2017
Q3 | $2.59M | Buy |
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|
2017
Q2 | $2.6M | Buy |
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|
2017
Q1 | $2.49M | Sell |
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|
2016
Q4 | $2.56M | Sell |
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|
2016
Q3 | $2.2M | Sell |
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|
2016
Q2 | $2.66M | Sell |
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|
2016
Q1 | $2.78M | Buy |
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|
2015
Q4 | $3.09M | Sell |
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|
2015
Q3 | $4.71M | Buy |
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|
2015
Q2 | $3.18M | Sell |
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|
2015
Q1 | $7.71M | Buy |
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|
2014
Q4 | $5.52M | Sell |
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|
2014
Q3 | $7.47M | Sell |
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|
2014
Q2 | $9.74M | Sell |
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|
2014
Q1 | $10.3M | Buy |
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|
2013
Q4 | $8.34M | Buy |
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|
2013
Q3 | $6.63M | Buy |
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|
2013
Q2 | $2.6M | Buy |
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