Foster & Motley’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 | $240K | Buy |
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|
2025
Q1 | $213K | Sell |
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|
2024
Q4 | $219K | Sell |
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|
2024
Q3 | $289K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $679K | Sell |
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|
2020
Q1 | $939K | Sell |
|
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|
2019
Q4 | $2.28M | Sell |
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|
2019
Q3 | $2.2M | Sell |
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|
2019
Q2 | $2.87M | Sell |
|
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|
2019
Q1 | $3.23M | Sell |
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|
2018
Q4 | $3.37M | Sell |
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|
2018
Q3 | $5.45M | Sell |
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|
2018
Q2 | $6.04M | Sell |
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|
2018
Q1 | $5.91M | Sell |
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|
2017
Q4 | $7.04M | Sell |
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|
2017
Q3 | $6.86M | Sell |
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|
2017
Q2 | $7.31M | Buy |
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|
2017
Q1 | $7.34M | Sell |
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|
2016
Q4 | $7.89M | Sell |
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|
2016
Q3 | $6.77M | Sell |
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|
2016
Q2 | $7.84M | Sell |
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|
2016
Q1 | $8.22M | Buy |
|
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|
2015
Q4 | $8.89M | Buy |
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|
2015
Q3 | $8.17M | Buy |
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|
2015
Q2 | $8.4M | Sell |
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|
2015
Q1 | $8.31M | Buy |
|
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|
2014
Q4 | $8.16M | Buy |
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|
2014
Q3 | $7.54M | Buy |
|
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|
2014
Q2 | $7.52M | Buy |
|
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|
2014
Q1 | $6.96M | Buy |
|
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|
2013
Q4 | $6.12M | Buy |
|
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|
2013
Q3 | $5.21M | Buy |
|
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|
2013
Q2 | $5.17M | Buy |
|