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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,535
| Closed | -$236K | – | 182 |
|
|
2025
Q4 | $236K | Hold |
2,535
| – | – | 0.02% | 154 |
|
|
2025
Q3 | $212K | Buy |
+2,535
| New | +$206K | 0.02% | 163 |
|
|
2022
Q2 | – | Sell |
-763
| Closed | -$36K | – | 1138 |
|
|
2022
Q1 | $36K | Buy |
763
+77
| +11% | +$4.12K | ﹤0.01% | 347 |
|
|
2021
Q4 | $33K | Sell |
686
-71
| -9% | -$3.5K | ﹤0.01% | 371 |
|
|
2021
Q3 | $35K | Buy |
757
+38
| +5% | +$1.76K | ﹤0.01% | 322 |
|
|
2021
Q2 | $33K | Hold |
719
| – | – | ﹤0.01% | 378 |
|
|
2021
Q1 | $28K | Sell |
719
-299
| -29% | -$10.6K | ﹤0.01% | 399 |
|
|
2020
Q4 | $31K | Sell |
1,018
-594
| -37% | -$15.4K | 0.01% | 331 |
|
|
2020
Q3 | $38K | Buy |
1,612
+204
| +14% | +$5.03K | 0.01% | 255 |
|
|
2020
Q2 | $36K | Sell |
1,408
-1,514
| -52% | -$41.4K | 0.01% | 257 |
|
|
2020
Q1 | $84K | Sell |
2,922
-411
| -12% | -$17.5K | 0.02% | 120 |
|
|
2019
Q4 | $179K | Sell |
3,333
-130
| -4% | -$6.81K | 0.04% | 92 |
|
|
2019
Q3 | $175K | Sell |
3,463
-121
| -3% | -$5.7K | 0.04% | 91 |
|
|
2019
Q2 | $170K | Sell |
3,584
-204
| -5% | -$9.54K | 0.05% | 91 |
|
|
2019
Q1 | $183K | Buy |
3,788
+304
| +9% | +$15K | 0.05% | 92 |
|
|
2018
Q4 | $161K | Buy |
3,484
+3
| +0.1% | +$154 | 0.05% | 92 |
|
|
2018
Q3 | $183K | Buy |
3,481
+3
| +0.1% | +$171 | 0.06% | 90 |
|
|
2018
Q2 | $193K | Buy |
3,478
+3
| +0.1% | +$161 | 0.07% | 83 |
|
|
2018
Q1 | $182K | Buy |
3,475
+3
| +0.1% | +$178 | 0.06% | 83 |
|
|
2017
Q4 | $211K | Buy |
3,472
+303
| +10% | +$17.1K | 0.07% | 80 |
|
|
2017
Q3 | $175K | Sell |
3,169
-197
| -6% | -$10.5K | 0.07% | 85 |
|
|
2017
Q2 | $187K | Buy |
3,366
+203
| +6% | +$10.9K | 0.08% | 86 |
|
|
2017
Q1 | $176K | Sell |
3,163
-336
| -10% | -$19.1K | 0.08% | 82 |
|
|
2016
Q4 | $193K | Buy |
3,499
+71
| +2% | +$3.57K | 0.1% | 70 |
|
|
2016
Q3 | $152K | Sell |
3,428
-307
| -8% | -$14.7K | 0.08% | 76 |
|
|
2016
Q2 | $177K | Buy |
3,735
+234
| +7% | +$11.4K | 0.1% | 68 |
|
|
2016
Q1 | $169K | Sell |
3,501
-905
| -21% | -$44.3K | 0.1% | 75 |
|
|
2015
Q4 | $240K | Sell |
4,406
-251
| -5% | -$13.6K | 0.14% | 57 |
|
|
2015
Q3 | $239K | Buy |
4,657
+282
| +6% | +$15.5K | 0.15% | 58 |
|
|
2015
Q2 | $246K | Sell |
4,375
-13
| -0.3% | -$725 | 0.15% | 57 |
|
|
2015
Q1 | $239K | Sell |
4,388
-175
| -4% | -$9.46K | 0.14% | 60 |
|
|
2014
Q4 | $250K | Sell |
4,563
-300
| -6% | -$15.9K | 0.17% | 56 |
|
|
2014
Q3 | $252K | Buy |
4,863
+106
| +2% | +$5.45K | 0.18% | 57 |
|
|
2014
Q2 | $250K | Buy |
4,757
+22
| +0.5% | +$1.11K | 0.17% | 60 |
|
|
2014
Q1 | $236K | Buy |
+4,735
| New | +$221K | 0.17% | 62 |
|
Other funds holding WFC
VCM
VPM
