Gradient Investments’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 | $13.7M | Buy |
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|
2025
Q2 | $1.12M | Buy |
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|
2025
Q1 | $993K | Sell |
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|
2024
Q4 | $994K | Sell |
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|
2024
Q3 | $805K | Sell |
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|
2024
Q2 | $868K | Buy |
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|
2024
Q1 | $810K | Sell |
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|
2023
Q4 | $702K | Buy |
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|
2023
Q3 | $581K | Sell |
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|
2023
Q2 | $608K | Sell |
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|
2023
Q1 | $540K | Sell |
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|
2022
Q4 | $597K | Buy |
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|
2022
Q3 | $576K | Buy |
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|
2022
Q2 | $557K | Sell |
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|
2022
Q1 | $695K | Sell |
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|
2021
Q4 | $771K | Buy |
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|
2021
Q3 | $90K | Sell |
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|
2021
Q2 | $89K | Sell |
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|
2021
Q1 | $305K | Sell |
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|
2020
Q4 | $301K | Sell |
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|
2020
Q3 | $309K | Buy |
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|
2020
Q2 | $323K | Sell |
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|
2020
Q1 | $6.77M | Buy |
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|
2019
Q4 | $9.97M | Buy |
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|
2019
Q3 | $80K | Sell |
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|
2019
Q2 | $1.06M | Buy |
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|
2019
Q1 | $236K | Buy |
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|
2018
Q4 | $70K | Sell |
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|
2018
Q3 | $776K | Buy |
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|
2018
Q2 | $811K | Sell |
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|
2018
Q1 | $890K | Buy |
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|
2017
Q4 | $770K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $100K | Sell |
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|
2017
Q1 | $139K | Buy |
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|
2016
Q4 | $87K | Sell |
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|
2016
Q3 | $4.28M | Buy |
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|
2016
Q2 | $3.89M | Buy |
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|
2016
Q1 | $3.64M | Buy |
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|
2015
Q4 | $3.64M | Buy |
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|
2015
Q3 | $3.15M | Buy |
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|
2015
Q2 | $74K | Buy |
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|
2015
Q1 | $56K | Buy |
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|
2014
Q4 | $39K | Hold |
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|
2014
Q3 | $37K | Sell |
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|
2014
Q2 | $276K | Buy |
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|
2014
Q1 | $62K | Sell |
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|
2013
Q4 | $85K | Buy |
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|
2013
Q3 | $49K | Buy |
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|
2013
Q2 | $40K | Buy |
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