Edgemoor Investment Advisors’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 | $234K | Buy |
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|
2025
Q1 | $208K | Hold |
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|
2024
Q4 | $204K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $219K | Sell |
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|
2019
Q1 | $349K | Sell |
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|
2018
Q4 | $345K | Hold |
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|
2018
Q3 | $393K | Sell |
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|
2018
Q2 | $488K | Hold |
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|
2018
Q1 | $462K | Sell |
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|
2017
Q4 | $830K | Sell |
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|
2017
Q3 | $790K | Hold |
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|
2017
Q2 | $794K | Buy |
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|
2017
Q1 | $735K | Buy |
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|
2016
Q4 | $717K | Sell |
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|
2016
Q3 | $619K | Sell |
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|
2016
Q2 | $681K | Buy |
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|
2016
Q1 | $647K | Sell |
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|
2015
Q4 | $825K | Sell |
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|
2015
Q3 | $833K | Hold |
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|
2015
Q2 | $913K | Hold |
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|
2015
Q1 | $883K | Buy |
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|
2014
Q4 | $860K | Sell |
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|
2014
Q3 | $816K | Buy |
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|
2014
Q2 | $816K | Buy |
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|
2014
Q1 | $708K | Hold |
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|
2013
Q4 | $646K | Sell |
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|
2013
Q3 | $599K | Sell |
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|
2013
Q2 | $635K | Buy |
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