EWM
Evercore Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Buy |
37,075
+249
| +0.7% | +$20K | 0.05% | 126 |
|
|
2025
Q1 | $2.64M | Sell |
36,826
-169
| -0.5% | -$12.1K | 0.04% | 139 |
|
|
2024
Q4 | $2.6M | Sell |
36,995
-209
| -0.6% | -$14.7K | 0.04% | 139 |
|
|
2024
Q3 | $2.1M | Sell |
37,204
-350
| -0.9% | -$19.8K | 0.03% | 153 |
|
|
2024
Q2 | $2.23M | Sell |
37,554
-294
| -0.8% | -$17.5K | 0.04% | 149 |
|
|
2024
Q1 | $2.19M | Sell |
37,848
-128
| -0.3% | -$7.42K | 0.03% | 156 |
|
|
2023
Q4 | $1.87M | Sell |
37,976
-246
| -0.6% | -$12.1K | 0.03% | 166 |
|
|
2023
Q3 | $1.56M | Buy |
38,222
+262
| +0.7% | +$10.7K | 0.03% | 175 |
|
|
2023
Q2 | $1.62M | Sell |
37,960
-1,387
| -4% | -$59.2K | 0.03% | 175 |
|
|
2023
Q1 | $1.47M | Buy |
39,347
+124
| +0.3% | +$4.64K | 0.03% | 176 |
|
|
2022
Q4 | $1.62M | Sell |
39,223
-227
| -0.6% | -$9.37K | 0.03% | 168 |
|
|
2022
Q3 | $1.59M | Hold |
39,450
| – | – | 0.04% | 158 |
|
|
2022
Q2 | $1.55M | Buy |
39,450
+65
| +0.2% | +$2.55K | 0.03% | 163 |
|
|
2022
Q1 | $1.91M | Sell |
39,385
-2,899
| -7% | -$141K | 0.03% | 165 |
|
|
2021
Q4 | $2.03M | Sell |
42,284
-1,938
| -4% | -$92.9K | 0.03% | 168 |
|
|
2021
Q3 | $2.05M | Sell |
44,222
-550
| -1% | -$25.5K | 0.04% | 165 |
|
|
2021
Q2 | $2.03M | Sell |
44,772
-900
| -2% | -$40.7K | 0.04% | 170 |
|
|
2021
Q1 | $1.78M | Sell |
45,672
-10,682
| -19% | -$417K | 0.04% | 179 |
|
|
2020
Q4 | $1.7M | Sell |
56,354
-18,271
| -24% | -$551K | 0.04% | 169 |
|
|
2020
Q3 | $1.76M | Sell |
74,625
-4,561
| -6% | -$107K | 0.04% | 155 |
|
|
2020
Q2 | $2.03M | Sell |
79,186
-9,947
| -11% | -$255K | 0.05% | 141 |
|
|
2020
Q1 | $2.56M | Sell |
89,133
-9,082
| -9% | -$261K | 0.08% | 111 |
|
|
2019
Q4 | $5.28M | Sell |
98,215
-2,994
| -3% | -$161K | 0.14% | 87 |
|
|
2019
Q3 | $5.11M | Sell |
101,209
-2,409
| -2% | -$122K | 0.15% | 88 |
|
|
2019
Q2 | $4.9M | Sell |
103,618
-2,231
| -2% | -$106K | 0.15% | 87 |
|
|
2019
Q1 | $5.12M | Sell |
105,849
-3,148
| -3% | -$152K | 0.16% | 90 |
|
|
2018
Q4 | $5.02M | Sell |
108,997
-8,235
| -7% | -$379K | 0.19% | 79 |
|
|
2018
Q3 | $6.16M | Sell |
117,232
-13,750
| -10% | -$723K | 0.2% | 81 |
|
|
2018
Q2 | $7.26M | Buy |
130,982
+7,418
| +6% | +$411K | 0.25% | 70 |
|
|
2018
Q1 | $6.48M | Sell |
123,564
-7,229
| -6% | -$379K | 0.25% | 74 |
|
|
2017
Q4 | $7.94M | Sell |
130,793
-2,657
| -2% | -$161K | 0.3% | 63 |
|
|
2017
Q3 | $7.36M | Buy |
133,450
+100
| +0.1% | +$5.52K | 0.29% | 68 |
|
|
2017
Q2 | $7.39M | Sell |
133,350
-5,291
| -4% | -$293K | 0.29% | 69 |
|
|
2017
Q1 | $7.72M | Sell |
138,641
-526
| -0.4% | -$29.3K | 0.3% | 66 |
|
|
2016
Q4 | $7.67M | Sell |
139,167
-12,827
| -8% | -$707K | 0.32% | 68 |
|
|
2016
Q3 | $6.73M | Sell |
151,994
-770
| -0.5% | -$34.1K | 0.28% | 72 |
|
|
2016
Q2 | $7.23M | Sell |
152,764
-9,468
| -6% | -$448K | 0.32% | 62 |
|
|
2016
Q1 | $7.85M | Sell |
162,232
-3,029
| -2% | -$146K | 0.35% | 59 |
|
|
2015
Q4 | $8.98M | Buy |
165,261
+105
| +0.1% | +$5.71K | 0.42% | 61 |
|
|
2015
Q3 | $8.48M | Buy |
165,156
+118
| +0.1% | +$6.06K | 0.41% | 66 |
|
|
2015
Q2 | $9.28M | Sell |
165,038
-3,156
| -2% | -$177K | 0.42% | 63 |
|
|
2015
Q1 | $9.15M | Sell |
168,194
-793
| -0.5% | -$43.2K | 0.42% | 62 |
|
|
2014
Q4 | $9.26M | Sell |
168,987
-24,129
| -12% | -$1.32M | 0.46% | 60 |
|
|
2014
Q3 | $10M | Sell |
193,116
-1,789
| -0.9% | -$92.8K | 0.5% | 60 |
|
|
2014
Q2 | $10.2M | Sell |
194,905
-6,507
| -3% | -$342K | 0.53% | 58 |
|
|
2014
Q1 | $10M | Sell |
201,412
-7,017
| -3% | -$349K | 0.56% | 58 |
|
|
2013
Q4 | $9.46M | Sell |
208,429
-3,771
| -2% | -$171K | 0.52% | 63 |
|
|
2013
Q3 | $8.77M | Sell |
212,200
-1,300
| -0.6% | -$53.7K | 0.5% | 63 |
|
|
2013
Q2 | $8.81M | Buy |
+213,500
| New | +$8.81M | 0.5% | 61 |
|