Goelzer 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
Q3 | $8.24M | Sell |
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|
2025
Q2 | $8.02M | Sell |
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|
2025
Q1 | $7.24M | Buy |
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|
2024
Q4 | $3.1M | Sell |
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|
2024
Q3 | $2.56M | Sell |
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|
2024
Q2 | $2.92M | Sell |
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|
2024
Q1 | $2.98M | Sell |
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|
2023
Q4 | $2.74M | Sell |
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|
2023
Q3 | $2.34M | Sell |
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|
2023
Q2 | $2.52M | Sell |
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|
2023
Q1 | $2.31M | Sell |
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|
2022
Q4 | $3.34M | Sell |
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|
2022
Q3 | $3.58M | Buy |
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|
2022
Q2 | $3.1M | Sell |
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|
2022
Q1 | $4.13M | Sell |
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|
2021
Q4 | $4.46M | Sell |
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|
2021
Q3 | $4.4M | Sell |
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|
2021
Q2 | $4.78M | Sell |
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|
2021
Q1 | $4.32M | Sell |
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|
2020
Q4 | $3.39M | Sell |
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|
2020
Q3 | $2.95M | Sell |
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|
2020
Q2 | $3.24M | Buy |
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|
2020
Q1 | $1.62M | Sell |
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|
2019
Q4 | $3.08M | Sell |
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|
2019
Q3 | $2.95M | Buy |
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|
2019
Q2 | $2.57M | Sell |
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|
2019
Q1 | $2.67M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $241K | Hold |
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|
2017
Q3 | $219K | Hold |
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|
2017
Q2 | $220K | Hold |
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|
2017
Q1 | $221K | Sell |
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|
2016
Q4 | $401K | Sell |
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|
2016
Q3 | $357K | Sell |
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|
2016
Q2 | $399K | Sell |
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|
2016
Q1 | $415K | Sell |
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|
2015
Q4 | $493K | Buy |
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|
2015
Q3 | $462K | Hold |
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|
2015
Q2 | $506K | Buy |
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|
2015
Q1 | $482K | Sell |
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|
2014
Q4 | $512K | Hold |
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|
2014
Q3 | $484K | Sell |
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|
2014
Q2 | $495K | Hold |
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|
2014
Q1 | $469K | Sell |
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|
2013
Q4 | $452K | Hold |
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|
2013
Q3 | $411K | Sell |
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|
2013
Q2 | $848K | Buy |
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