HM Payson & Co’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 | $18.3M | Buy |
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|
2025
Q2 | $3.44M | Sell |
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|
2025
Q1 | $3.18M | Sell |
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|
2024
Q4 | $3.14M | Buy |
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|
2024
Q3 | $2.5M | Buy |
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|
2024
Q2 | $2.42M | Hold |
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|
2024
Q1 | $2.37M | Sell |
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|
2023
Q4 | $2.03M | Sell |
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|
2023
Q3 | $1.75M | Sell |
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|
2023
Q2 | $2.11M | Sell |
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|
2023
Q1 | $1.86M | Sell |
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|
2022
Q4 | $2.07M | Sell |
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|
2022
Q3 | $2.02M | Sell |
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|
2022
Q2 | $2.12M | Sell |
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|
2022
Q1 | $2.67M | Sell |
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|
2021
Q4 | $2.68M | Sell |
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|
2021
Q3 | $2.79M | Sell |
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|
2021
Q2 | $2.74M | Sell |
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|
2021
Q1 | $2.53M | Sell |
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|
2020
Q4 | $2.03M | Sell |
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|
2020
Q3 | $2.43M | Sell |
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|
2020
Q2 | $3.96M | Sell |
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|
2020
Q1 | $9.44M | Sell |
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|
2019
Q4 | $19.4M | Buy |
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|
2019
Q3 | $15.1M | Sell |
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|
2019
Q2 | $15.8M | Sell |
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|
2019
Q1 | $17.9M | Buy |
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|
2018
Q4 | $86K | Sell |
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|
2018
Q3 | $20.5M | Sell |
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|
2018
Q2 | $24.3M | Sell |
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|
2018
Q1 | $25.1M | Sell |
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|
2017
Q4 | $39.8M | Sell |
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|
2017
Q3 | $36.9M | Sell |
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|
2017
Q2 | $38.6M | Buy |
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|
2017
Q1 | $38.8M | Sell |
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|
2016
Q4 | $38.6M | Sell |
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|
2016
Q3 | $31.8M | Buy |
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|
2016
Q2 | $33.8M | Buy |
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|
2016
Q1 | $31.1M | Buy |
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|
2015
Q4 | $33.3M | Buy |
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|
2015
Q3 | $31.4M | Buy |
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|
2015
Q2 | $34.2M | Buy |
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|
2015
Q1 | $32.6M | Buy |
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|
2014
Q4 | $32.8M | Buy |
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|
2014
Q3 | $30.7M | Buy |
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|
2014
Q2 | $30.7M | Buy |
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|
2014
Q1 | $28.9M | Sell |
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|
2013
Q4 | $26.4M | Buy |
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|
2013
Q3 | $22.3M | Buy |
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|
2013
Q2 | $21.6M | Buy |
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