Copeland Capital 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
Q3
$21.6K Hold
2025
Q2
$20.7K Hold
2025
Q1
$18.5K Hold
2024
Q4
$18.1K Buy
2016
Q3
Sell
2016
Q2
$2.38M Sell
2016
Q1
$2.5M Buy
2015
Q4
$2.28M Buy
2015
Q3
$904K Buy