Epoch Investment 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 | $30.8M | Sell |
|
|||||
|
2025
Q1 | $29.1M | Buy |
|
|||||
|
2024
Q4 | $21.8M | Buy |
|
|||||
|
2024
Q3 | $15.9M | Sell |
|
|||||
|
2024
Q2 | $120M | Sell |
|
|||||
|
2024
Q1 | $120M | Sell |
|
|||||
|
2023
Q4 | $103M | Buy |
|
|||||
|
2023
Q3 | $57.1M | Sell |
|
|||||
|
2023
Q2 | $66.3M | Buy |
|
|||||
|
2023
Q1 | $45.1M | Sell |
|
|||||
|
2022
Q4 | $52.2M | Sell |
|
|||||
|
2022
Q3 | $53M | Sell |
|
|||||
|
2022
Q2 | $53.1M | Buy |
|
|||||
|
2022
Q1 | $64.8M | Buy |
|
|||||
|
2021
Q4 | $52.7M | Buy |
|
|||||
|
2021
Q3 | $51M | Buy |
|
|||||
|
2021
Q2 | $42.4M | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $52.4M | Sell |
|
|||||
|
2019
Q4 | $99.3M | Sell |
|
|||||
|
2019
Q3 | $93.2M | Sell |
|
|||||
|
2019
Q2 | $88.6M | Buy |
|
|||||
|
2019
Q1 | $80M | Sell |
|
|||||
|
2018
Q4 | $79.2M | Sell |
|
|||||
|
2018
Q3 | $102M | Buy |
|
|||||
|
2018
Q2 | $102K | Sell |
|
|||||
|
2018
Q1 | $103M | Sell |
|
|||||
|
2017
Q4 | $165M | Buy |
|
|||||
|
2017
Q3 | $150M | Sell |
|
|||||
|
2017
Q2 | $154M | Sell |
|
|||||
|
2017
Q1 | $295M | Buy |
|
|||||
|
2016
Q4 | $289M | Buy |
|
|||||
|
2016
Q3 | $135M | Buy |
|
|||||
|
2016
Q2 | $142M | Buy |
|
|||||
|
2016
Q1 | $142M | Sell |
|
|||||
|
2015
Q4 | $160M | Sell |
|
|||||
|
2015
Q3 | $153M | Buy |
|
|||||
|
2015
Q2 | $155M | Buy |
|
|||||
|
2015
Q1 | $149M | Buy |
|
|||||
|
2014
Q4 | $150M | Buy |
|
|||||
|
2014
Q3 | $140M | Buy |
|
|||||
|
2014
Q2 | $137M | Buy |
|
|||||
|
2014
Q1 | $122M | Buy |
|
|||||
|
2013
Q4 | $108M | Buy |
|
|||||
|
2013
Q3 | $94.3M | Buy |
|
|||||
|
2013
Q2 | $87.4M | Buy |
|