Deltec 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
Q4 | $541K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $208K | Hold |
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|
2024
Q1 | $203K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $215K | Hold |
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|
2023
Q2 | $224K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $217K | Hold |
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|
2022
Q3 | $212K | Hold |
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|
2022
Q2 | $206K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $237K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $232K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $245K | Sell |
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|
2019
Q3 | $311K | Hold |
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|
2019
Q2 | $291K | Hold |
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|
2019
Q1 | $298K | Sell |
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|
2018
Q4 | $330K | Sell |
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|
2018
Q3 | $834K | Sell |
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|
2018
Q2 | $935K | Hold |
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|
2018
Q1 | $884K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $554K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $2.65M | Hold |
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|
2016
Q1 | $2.71M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $268K | Buy |
|