DF Dent & Co’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 | $256K | Sell |
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|
2025
Q1 | $947K | Buy |
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|
2024
Q4 | $224K | Sell |
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|
2024
Q3 | $747K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $779K | Buy |
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|
2023
Q4 | $305K | Sell |
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|
2023
Q3 | $550K | Sell |
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|
2023
Q2 | $576K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.83M | Buy |
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|
2021
Q4 | $2.33M | Buy |
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|
2021
Q3 | $2.23M | Hold |
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|
2021
Q2 | $2.18M | Sell |
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|
2021
Q1 | $2.62M | Sell |
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|
2020
Q4 | $2.32M | Sell |
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|
2020
Q3 | $2.02M | Buy |
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|
2020
Q2 | $1.99M | Buy |
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|
2020
Q1 | $1.55M | Buy |
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|
2019
Q4 | $2.24M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $203K | Sell |
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|
2018
Q4 | $236K | Sell |
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|
2018
Q3 | $277K | Sell |
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|
2018
Q2 | $439K | Sell |
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|
2018
Q1 | $420K | Sell |
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|
2017
Q4 | $556K | Buy |
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|
2017
Q3 | $422K | Hold |
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|
2017
Q2 | $424K | Hold |
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|
2017
Q1 | $426K | Hold |
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|
2016
Q4 | $422K | Hold |
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|
2016
Q3 | $339K | Buy |
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|
2016
Q2 | $306K | Sell |
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|
2016
Q1 | $316K | Buy |
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|
2015
Q4 | $352K | Buy |
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|
2015
Q3 | $323K | Buy |
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|
2015
Q2 | $344K | Buy |
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|
2015
Q1 | $329K | Sell |
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|
2014
Q4 | $343K | Sell |
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|
2014
Q3 | $366K | Hold |
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|
2014
Q2 | $371K | Hold |
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|
2014
Q1 | $351K | Hold |
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|
2013
Q4 | $320K | Hold |
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|
2013
Q3 | $292K | Buy |
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|
2013
Q2 | $275K | Buy |
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