Fairview Capital Investment 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 | $589K | Hold |
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|
2025
Q1 | $528K | Sell |
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|
2024
Q4 | $538K | Sell |
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|
2024
Q3 | $466K | Hold |
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|
2024
Q2 | $490K | Sell |
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|
2024
Q1 | $528K | Sell |
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|
2023
Q4 | $449K | Sell |
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|
2023
Q3 | $381K | Sell |
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|
2023
Q2 | $403K | Sell |
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|
2023
Q1 | $358K | Hold |
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|
2022
Q4 | $396K | Sell |
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|
2022
Q3 | $394K | Buy |
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|
2022
Q2 | $382K | Sell |
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|
2022
Q1 | $478K | Sell |
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|
2021
Q4 | $517K | Sell |
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|
2021
Q3 | $503K | Buy |
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|
2021
Q2 | $485K | Sell |
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|
2021
Q1 | $421K | Sell |
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|
2020
Q4 | $349K | Buy |
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|
2020
Q3 | $232K | Sell |
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|
2020
Q2 | $299K | Hold |
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|
2020
Q1 | $335K | Sell |
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|
2019
Q4 | $653K | Buy |
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|
2019
Q3 | $600K | Hold |
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|
2019
Q2 | $563K | Hold |
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|
2019
Q1 | $575K | Sell |
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|
2018
Q4 | $562K | Sell |
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|
2018
Q3 | $710K | Hold |
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|
2018
Q2 | $749K | Buy |
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|
2018
Q1 | $692K | Sell |
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|
2017
Q4 | $866K | Sell |
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|
2017
Q3 | $802K | Buy |
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|
2017
Q2 | $692K | Hold |
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|
2017
Q1 | $695K | Hold |
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|
2016
Q4 | $688K | Sell |
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|
2016
Q3 | $571K | Hold |
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|
2016
Q2 | $610K | Hold |
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|
2016
Q1 | $623K | Hold |
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|
2015
Q4 | $701K | Buy |
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|
2015
Q3 | $634K | Sell |
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|
2015
Q2 | $779K | Hold |
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|
2015
Q1 | $754K | Hold |
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|
2014
Q4 | $760K | Hold |
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|
2014
Q3 | $719K | Buy |
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|
2014
Q2 | $717K | Hold |
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|
2014
Q1 | $678K | Buy |
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|
2013
Q4 | $508K | Hold |
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|
2013
Q3 | $462K | Hold |
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|
2013
Q2 | $462K | Buy |
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