Gratus Capital’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $492K | Buy |
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|
2024
Q1 | $401K | Buy |
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|
2023
Q4 | $330K | Sell |
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|
2023
Q3 | $359K | Buy |
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|
2023
Q2 | $237K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $206K | Hold |
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|
2022
Q3 | $200K | Sell |
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|
2022
Q2 | $205K | Hold |
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|
2022
Q1 | $254K | Hold |
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|
2021
Q4 | $252K | Sell |
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|
2021
Q3 | $243K | Hold |
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|
2021
Q2 | $237K | Sell |
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|
2021
Q1 | $236K | Sell |
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|
2020
Q4 | $206K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $237K | Sell |
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|
2019
Q4 | $446K | Sell |
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|
2019
Q3 | $444K | Hold |
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|
2019
Q2 | $416K | Buy |
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|
2019
Q1 | $391K | Sell |
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|
2018
Q4 | $383K | Buy |
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|
2018
Q3 | $437K | Buy |
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|
2018
Q2 | $418K | Sell |
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|
2018
Q1 | $411K | Buy |
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|
2017
Q4 | $446K | Sell |
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|
2017
Q3 | $413K | Sell |
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|
2017
Q2 | $5.34M | Buy |
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|
2017
Q1 | $5.2M | Sell |
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|
2016
Q4 | $6.46M | Sell |
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|
2016
Q3 | $5.44M | Buy |
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|
2016
Q2 | $5.8M | Buy |
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|
2016
Q1 | $5.37M | Buy |
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|
2015
Q4 | $288K | Sell |
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|
2015
Q3 | $278K | Buy |
|