Gemmer Asset 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
Q3 | $212K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $36K | Buy |
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|
2021
Q4 | $33K | Sell |
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|
2021
Q3 | $35K | Buy |
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|
2021
Q2 | $33K | Hold |
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|
2021
Q1 | $28K | Sell |
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|
2020
Q4 | $31K | Sell |
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|
2020
Q3 | $38K | Buy |
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|
2020
Q2 | $36K | Sell |
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|
2020
Q1 | $84K | Sell |
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|
2019
Q4 | $179K | Sell |
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|
2019
Q3 | $175K | Sell |
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|
2019
Q2 | $170K | Sell |
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|
2019
Q1 | $183K | Buy |
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|
2018
Q4 | $161K | Buy |
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|
2018
Q3 | $183K | Buy |
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|
2018
Q2 | $193K | Buy |
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|
2018
Q1 | $182K | Buy |
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|
2017
Q4 | $211K | Buy |
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|
2017
Q3 | $175K | Sell |
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|
2017
Q2 | $187K | Buy |
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|
2017
Q1 | $176K | Sell |
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|
2016
Q4 | $193K | Buy |
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|
2016
Q3 | $152K | Sell |
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|
2016
Q2 | $177K | Buy |
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|
2016
Q1 | $169K | Sell |
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|
2015
Q4 | $240K | Sell |
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|
2015
Q3 | $239K | Buy |
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|
2015
Q2 | $246K | Sell |
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|
2015
Q1 | $239K | Sell |
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|
2014
Q4 | $250K | Sell |
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|
2014
Q3 | $252K | Buy |
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|
2014
Q2 | $250K | Buy |
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|
2014
Q1 | $236K | Buy |
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