Essex Financial Services’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 | $1.47M | Buy |
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|
2025
Q1 | $1.3M | Sell |
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|
2024
Q4 | $1.33M | Sell |
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|
2024
Q3 | $1.23M | Sell |
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|
2024
Q2 | $1.25M | Buy |
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|
2024
Q1 | $1.18M | Buy |
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|
2023
Q4 | $916K | Sell |
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|
2023
Q3 | $1.07M | Buy |
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|
2023
Q2 | $759K | Buy |
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|
2023
Q1 | $659K | Sell |
|
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|
2022
Q4 | $729K | Sell |
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|
2022
Q3 | $728K | Buy |
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|
2022
Q2 | $709K | Sell |
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|
2022
Q1 | $914K | Buy |
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|
2021
Q4 | $851K | Buy |
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|
2021
Q3 | $815K | Buy |
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|
2021
Q2 | $679K | Hold |
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|
2021
Q1 | $679K | Buy |
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|
2020
Q4 | $499K | Buy |
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|
2020
Q3 | $386K | Sell |
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|
2020
Q2 | $436K | Sell |
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|
2020
Q1 | $568K | Sell |
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|
2019
Q4 | $2.36M | Sell |
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|
2019
Q3 | $2.47M | Sell |
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|
2019
Q2 | $2.72M | Sell |
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|
2019
Q1 | $2.89M | Sell |
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|
2018
Q4 | $3.06M | Sell |
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|
2018
Q3 | $3.77M | Buy |
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|
2018
Q2 | $3.94M | Buy |
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|
2018
Q1 | $3.58M | Sell |
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|
2017
Q4 | $4.28M | Sell |
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|
2017
Q3 | $4.13M | Buy |
|
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|
2017
Q2 | $3.79M | Buy |
|
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|
2017
Q1 | $3.79M | Sell |
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|
2016
Q4 | $4.05M | Sell |
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|
2016
Q3 | $3.38M | Sell |
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|
2016
Q2 | $3.94M | Sell |
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|
2016
Q1 | $4.07M | Sell |
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|
2015
Q4 | $4.63M | Sell |
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|
2015
Q3 | $4.39M | Buy |
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|
2015
Q2 | $4.69M | Buy |
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|
2015
Q1 | $4.44M | Buy |
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|
2014
Q4 | $4.45M | Buy |
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|
2014
Q3 | $3.73M | Sell |
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|
2014
Q2 | $3.93M | Buy |
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|
2014
Q1 | $3.61M | Buy |
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|
2013
Q4 | $3.04M | Buy |
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|
2013
Q3 | $2.59K | Sell |
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|
2013
Q2 | $2.71M | Buy |
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