Cozad 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $279K | Sell |
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|
2025
Q3 | $285K | Sell |
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|
2025
Q2 | $311K | Buy |
|
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|
2025
Q1 | $227K | Sell |
|
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|
2024
Q4 | $273K | Hold |
|
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|
2024
Q3 | $219K | Hold |
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|
2024
Q2 | $231K | Buy |
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|
2024
Q1 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $253K | Buy |
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|
2019
Q3 | $217K | Sell |
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|
2019
Q2 | $223K | Sell |
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|
2019
Q1 | $236K | Sell |
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|
2018
Q4 | $274K | Buy |
|