Cresset 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 | $23M | Sell |
|
|||||
|
2025
Q1 | $21.7M | Sell |
|
|||||
|
2024
Q4 | $22.5M | Sell |
|
|||||
|
2024
Q3 | $43.7M | Sell |
|
|||||
|
2024
Q2 | $46.2M | Buy |
|
|||||
|
2024
Q1 | $44.9M | Buy |
|
|||||
|
2023
Q4 | $32M | Buy |
|
|||||
|
2023
Q3 | $26.4M | Buy |
|
|||||
|
2023
Q2 | $27.3M | Buy |
|
|||||
|
2023
Q1 | $2.92M | Sell |
|
|||||
|
2022
Q4 | $1.63M | Sell |
|
|||||
|
2022
Q3 | $3.91M | Buy |
|
|||||
|
2022
Q2 | $3.19M | Buy |
|
|||||
|
2022
Q1 | $2.78M | Sell |
|
|||||
|
2021
Q4 | $2.89M | Buy |
|
|||||
|
2021
Q3 | $2.37M | Buy |
|
|||||
|
2021
Q2 | $1.76M | Sell |
|
|||||
|
2021
Q1 | $1.53M | Buy |
|
|||||
|
2020
Q4 | $907K | Sell |
|
|||||
|
2020
Q3 | $1.01M | Sell |
|
|||||
|
2020
Q2 | $1.12M | Sell |
|
|||||
|
2020
Q1 | $1.47M | Buy |
|
|||||
|
2019
Q4 | $2.71M | Buy |
|
|||||
|
2019
Q3 | $2.33M | Buy |
|
|||||
|
2019
Q2 | $1.78M | Buy |
|
|||||
|
2019
Q1 | $1.21M | Buy |
|
|||||
|
2018
Q4 | $713K | Buy |
|