Excalibur Management’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 | $1.46M | Sell |
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|
2025
Q1 | $1.33M | Sell |
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|
2024
Q4 | $1.36M | Sell |
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|
2024
Q3 | $1.12M | Sell |
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|
2024
Q2 | $1.21M | Sell |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $877K | Sell |
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|
2023
Q2 | $940K | Sell |
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|
2023
Q1 | $824K | Sell |
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|
2022
Q4 | $923K | Sell |
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|
2022
Q3 | $907K | Sell |
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|
2022
Q2 | $894K | Sell |
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|
2022
Q1 | $1.26M | Sell |
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|
2021
Q4 | $1.35M | Sell |
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|
2021
Q3 | $1.33M | Sell |
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|
2021
Q2 | $1.7M | Sell |
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|
2021
Q1 | $1.49M | Buy |
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|
2020
Q4 | $1.15M | Sell |
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|
2020
Q3 | $955K | Sell |
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|
2020
Q2 | $1.24M | Buy |
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|
2020
Q1 | $950K | Buy |
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|
2019
Q4 | $1.33M | Buy |
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|
2019
Q3 | $1.07M | Buy |
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|
2019
Q2 | $946K | Buy |
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|
2019
Q1 | $854K | Sell |
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|
2018
Q4 | $823K | Sell |
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|
2018
Q3 | $973K | Sell |
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|
2018
Q2 | $1.12M | Sell |
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|
2018
Q1 | $1.06M | Buy |
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|
2017
Q4 | $454K | Buy |
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|
2017
Q3 | $384K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $258K | Sell |
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|
2016
Q2 | $476K | Buy |
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|
2016
Q1 | $389K | Buy |
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|
2015
Q4 | $252K | Buy |
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