Founders Capital Management (Connecticut)’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 | $23.9M | Sell |
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|
2025
Q2 | $23.3M | Sell |
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|
2025
Q1 | $20.9M | Sell |
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|
2024
Q4 | $20.7M | Sell |
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|
2024
Q3 | $16.8M | Sell |
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|
2024
Q2 | $17.8M | Sell |
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|
2024
Q1 | $17.5M | Sell |
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|
2023
Q4 | $14.9M | Sell |
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|
2023
Q3 | $12.4M | Sell |
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|
2023
Q2 | $13.2M | Sell |
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|
2023
Q1 | $11.7M | Sell |
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|
2022
Q4 | $13M | Sell |
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|
2022
Q3 | $12.7M | Buy |
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|
2022
Q2 | $12.3M | Sell |
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|
2022
Q1 | $15.3M | Sell |
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|
2021
Q4 | $15.2M | Sell |
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|
2021
Q3 | $14.9M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $11.9M | Buy |
|