Grandfield & Dodd’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 | $200K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $204K | Buy |
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $208K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $202K | Sell |
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|
2022
Q3 | $210K | Sell |
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|
2022
Q2 | $260K | Hold |
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|
2022
Q1 | $320K | Sell |
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|
2021
Q4 | $320K | Sell |
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|
2021
Q3 | $320K | Hold |
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|
2021
Q2 | $310K | Sell |
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|
2021
Q1 | $280K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $329K | Hold |
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|
2019
Q3 | $308K | Sell |
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|
2019
Q2 | $384K | Sell |
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|
2019
Q1 | $401K | Buy |
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|
2018
Q4 | $374K | Sell |
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|
2018
Q3 | $437K | Sell |
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|
2018
Q2 | $741K | Buy |
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|
2018
Q1 | $695K | Sell |
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|
2017
Q4 | $1.1M | Buy |
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|
2017
Q3 | $1M | Buy |
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|
2017
Q2 | $986K | Buy |
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|
2017
Q1 | $861K | Sell |
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|
2016
Q4 | $886K | Sell |
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|
2016
Q3 | $899K | Buy |
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|
2016
Q2 | $723K | Buy |
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|
2016
Q1 | $710K | Buy |
|
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|
2015
Q4 | $664K | Hold |
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|
2015
Q3 | $627K | Sell |
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|
2015
Q2 | $698K | Buy |
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|
2015
Q1 | $600K | Buy |
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|
2014
Q4 | $568K | Sell |
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|
2014
Q3 | $570K | Buy |
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|
2014
Q2 | $570K | Buy |
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|
2014
Q1 | $524K | Buy |
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|
2013
Q4 | $386K | Sell |
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|
2013
Q3 | $397K | Sell |
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|
2013
Q2 | $398K | Buy |
|