EIP
Epoch Investment Partners’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.8M | Sell |
384,728
-21,053
| -5% | -$1.69M | 0.16% | 162 |
|
|
2025
Q1 | $29.1M | Buy |
405,781
+95,912
| +31% | +$6.89M | 0.15% | 170 |
|
|
2024
Q4 | $21.8M | Buy |
309,869
+28,931
| +10% | +$2.03M | 0.11% | 182 |
|
|
2024
Q3 | $15.9M | Sell |
280,938
-1,742,827
| -86% | -$98.5M | 0.07% | 197 |
|
|
2024
Q2 | $120M | Sell |
2,023,765
-51,329
| -2% | -$3.05M | 0.55% | 63 |
|
|
2024
Q1 | $120M | Sell |
2,075,094
-10,417
| -0.5% | -$604K | 0.53% | 57 |
|
|
2023
Q4 | $103M | Buy |
2,085,511
+688,951
| +49% | +$33.9M | 0.47% | 65 |
|
|
2023
Q3 | $57.1M | Sell |
1,396,560
-157,125
| -10% | -$6.42M | 0.36% | 94 |
|
|
2023
Q2 | $66.3M | Buy |
1,553,685
+347,453
| +29% | +$14.8M | 0.38% | 85 |
|
|
2023
Q1 | $45.1M | Sell |
1,206,232
-58,062
| -5% | -$2.17M | 0.27% | 132 |
|
|
2022
Q4 | $52.2M | Sell |
1,264,294
-53,133
| -4% | -$2.19M | 0.31% | 107 |
|
|
2022
Q3 | $53M | Sell |
1,317,427
-38,021
| -3% | -$1.53M | 0.35% | 101 |
|
|
2022
Q2 | $53.1M | Buy |
1,355,448
+17,260
| +1% | +$676K | 0.31% | 114 |
|
|
2022
Q1 | $64.8M | Buy |
1,338,188
+238,902
| +22% | +$11.6M | 0.32% | 105 |
|
|
2021
Q4 | $52.7M | Buy |
1,099,286
+600
| +0.1% | +$28.8K | 0.27% | 133 |
|
|
2021
Q3 | $51M | Buy |
1,098,686
+162,505
| +17% | +$7.54M | 0.28% | 111 |
|
|
2021
Q2 | $42.4M | Buy |
+936,181
| New | +$42.4M | 0.23% | 134 |
|
|
2020
Q2 | – | Sell |
-1,826,732
| Closed | -$52.4M | – | 303 |
|
|
2020
Q1 | $52.4M | Sell |
1,826,732
-19,522
| -1% | -$560K | 0.32% | 105 |
|
|
2019
Q4 | $99.3M | Sell |
1,846,254
-2,147
| -0.1% | -$116K | 0.43% | 90 |
|
|
2019
Q3 | $93.2M | Sell |
1,848,401
-23,459
| -1% | -$1.18M | 0.42% | 96 |
|
|
2019
Q2 | $88.6M | Buy |
1,871,860
+217,233
| +13% | +$10.3M | 0.4% | 99 |
|
|
2019
Q1 | $80M | Sell |
1,654,627
-63,286
| -4% | -$3.06M | 0.35% | 102 |
|
|
2018
Q4 | $79.2M | Sell |
1,717,913
-214,160
| -11% | -$9.87M | 0.37% | 99 |
|
|
2018
Q3 | $102M | Buy |
1,932,073
+100,812
| +6% | +$5.3M | 0.39% | 92 |
|
|
2018
Q2 | $102K | Sell |
1,831,261
-135,476
| -7% | -$7.51K | 0.31% | 91 |
|
|
2018
Q1 | $103M | Sell |
1,966,737
-758,362
| -28% | -$39.7M | 0.37% | 95 |
|
|
2017
Q4 | $165M | Buy |
2,725,099
+3,849
| +0.1% | +$234K | 0.55% | 65 |
|
|
2017
Q3 | $150M | Sell |
2,721,250
-62,226
| -2% | -$3.43M | 0.5% | 73 |
|
|
2017
Q2 | $154M | Sell |
2,783,476
-2,521,731
| -48% | -$140M | 0.52% | 78 |
|
|
2017
Q1 | $295M | Buy |
5,305,207
+60,504
| +1% | +$3.37M | 0.99% | 33 |
|
|
2016
Q4 | $289M | Buy |
5,244,703
+2,190,839
| +72% | +$121M | 1.09% | 33 |
|
|
2016
Q3 | $135M | Buy |
3,053,864
+61,529
| +2% | +$2.72M | 0.5% | 78 |
|
|
2016
Q2 | $142M | Buy |
2,992,335
+54,456
| +2% | +$2.58M | 0.53% | 71 |
|
|
2016
Q1 | $142M | Sell |
2,937,879
-3,893
| -0.1% | -$188K | 0.54% | 67 |
|
|
2015
Q4 | $160M | Sell |
2,941,772
-42,529
| -1% | -$2.31M | 0.63% | 54 |
|
|
2015
Q3 | $153M | Buy |
2,984,301
+236,055
| +9% | +$12.1M | 0.59% | 61 |
|
|
2015
Q2 | $155M | Buy |
2,748,246
+1,445
| +0.1% | +$81.3K | 0.57% | 63 |
|
|
2015
Q1 | $149M | Buy |
2,746,801
+15,123
| +0.6% | +$823K | 0.56% | 61 |
|
|
2014
Q4 | $150M | Buy |
2,731,678
+33,503
| +1% | +$1.84M | 0.54% | 61 |
|
|
2014
Q3 | $140M | Buy |
2,698,175
+94,681
| +4% | +$4.91M | 0.54% | 62 |
|
|
2014
Q2 | $137M | Buy |
2,603,494
+154,277
| +6% | +$8.11M | 0.53% | 62 |
|
|
2014
Q1 | $122M | Buy |
2,449,217
+65,157
| +3% | +$3.24M | 0.49% | 68 |
|
|
2013
Q4 | $108M | Buy |
2,384,060
+103,073
| +5% | +$4.68M | 0.46% | 78 |
|
|
2013
Q3 | $94.3M | Buy |
2,280,987
+162,454
| +8% | +$6.71M | 0.42% | 86 |
|
|
2013
Q2 | $87.4M | Buy |
+2,118,533
| New | +$87.4M | 0.44% | 82 |
|