Edgestream Partners’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 | $7.13M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.22M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $272K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.83M | Buy |
|
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|
2023
Q3 | $1.18M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $968K | Sell |
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|
2021
Q4 | $3.93M | Sell |
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|
2021
Q3 | $4.32M | Buy |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $237K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $5.96M | Buy |
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|
2020
Q1 | $3.48M | Buy |
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|
2019
Q4 | $1.15M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $732K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $719K | Sell |
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|
2018
Q3 | $4.58M | Buy |
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|
2018
Q2 | $207K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $361K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $581K | Buy |
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|
2016
Q4 | – | Sell |
|
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|
2016
Q3 | $852K | Buy |
|
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $812K | Buy |
|
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|
2015
Q4 | $407K | Buy |
|
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $2.63M | Buy |
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|
2015
Q1 | $262K | Sell |
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|
2014
Q4 | $664K | Sell |
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|
2014
Q3 | $773K | Buy |
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|
2014
Q2 | $545K | Buy |
|