Ethic Inc’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
Q3 | $5.47M | Buy |
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|
2025
Q2 | $4.8M | Buy |
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|
2025
Q1 | $4.18M | Buy |
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|
2024
Q4 | $3.8M | Buy |
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|
2024
Q3 | $1.98M | Sell |
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|
2024
Q2 | $2.32M | Buy |
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|
2024
Q1 | $1.98M | Buy |
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|
2023
Q4 | $1.6M | Buy |
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|
2023
Q3 | $863K | Buy |
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|
2023
Q2 | $744K | Buy |
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|
2023
Q1 | $578K | Sell |
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|
2022
Q4 | $640K | Buy |
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|
2022
Q3 | $409K | Buy |
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|
2022
Q2 | $286K | Sell |
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|
2022
Q1 | $390K | Buy |
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|
2021
Q4 | $303K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $437K | Sell |
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|
2020
Q4 | $338K | Buy |
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|
2020
Q3 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $328K | Buy |
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