Delta Investment 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 | $593K | Sell |
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|
2025
Q2 | $568K | Buy |
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|
2025
Q1 | $508K | Sell |
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|
2024
Q4 | $514K | Hold |
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|
2024
Q3 | $414K | Hold |
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|
2024
Q2 | $435K | Hold |
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|
2024
Q1 | $424K | Hold |
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|
2023
Q4 | $360K | Buy |
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|
2023
Q3 | $283K | Hold |
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|
2023
Q2 | $296K | Sell |
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|
2023
Q1 | $276K | Sell |
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|
2022
Q4 | $368K | Buy |
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|
2022
Q3 | $297K | Buy |
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|
2022
Q2 | $279K | Hold |
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|
2022
Q1 | $345K | Sell |
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|
2021
Q4 | $437K | Sell |
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|
2021
Q3 | $602K | Sell |
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|
2021
Q2 | $646K | Sell |
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|
2021
Q1 | $571K | Sell |
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|
2020
Q4 | $501K | Sell |
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|
2020
Q3 | $423K | Sell |
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|
2020
Q2 | $540K | Sell |
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|
2020
Q1 | $723K | Sell |
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|
2019
Q4 | $6.21M | Buy |
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|
2019
Q3 | $4.09M | Buy |
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|
2019
Q2 | $1.98M | Buy |
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