Copeland Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7K | Hold |
258
| – | – | ﹤0.01% | 222 |
|
|
2025
Q1 | $18.5K | Hold |
258
| – | – | ﹤0.01% | 224 |
|
|
2024
Q4 | $18.1K | Buy |
+258
| New | +$18.1K | ﹤0.01% | 223 |
|
|
2016
Q3 | – | Sell |
-50,296
| Closed | -$2.38M | – | 185 |
|
|
2016
Q2 | $2.38M | Sell |
50,296
-1,497
| -3% | -$70.8K | 0.16% | 111 |
|
|
2016
Q1 | $2.51M | Buy |
51,793
+9,893
| +24% | +$478K | 0.17% | 110 |
|
|
2015
Q4 | $2.28M | Buy |
41,900
+24,290
| +138% | +$1.32M | 0.13% | 117 |
|
|
2015
Q3 | $904K | Buy |
+17,610
| New | +$904K | 0.06% | 124 |
|