Howe & Rusling’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
Q2 | $548K | Sell |
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|
2025
Q1 | $519K | Sell |
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|
2024
Q4 | $534K | Buy |
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|
2024
Q3 | $280K | Sell |
|
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|
2024
Q2 | $299K | Sell |
|
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|
2024
Q1 | $309K | Sell |
|
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|
2023
Q4 | $312K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $163K | Sell |
|
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|
2022
Q2 | $210K | Sell |
|
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|
2022
Q1 | $269K | Sell |
|
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|
2021
Q4 | $396K | Sell |
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|
2021
Q3 | $472K | Buy |
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|
2021
Q2 | $180K | Sell |
|
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|
2021
Q1 | $156K | Buy |
|
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|
2020
Q4 | $117K | Sell |
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|
2020
Q3 | $153K | Sell |
|
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|
2020
Q2 | $5.97M | Sell |
|
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|
2020
Q1 | $6.81M | Buy |
|
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|
2019
Q4 | $10.5M | Buy |
|
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|
2019
Q3 | $9.71M | Buy |
|
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|
2019
Q2 | $8.81M | Buy |
|
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|
2019
Q1 | $5.13M | Buy |
|
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|
2018
Q4 | $1.64M | Buy |
|
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|
2018
Q3 | $217K | Buy |
|
|||||
|
2018
Q2 | $191K | Sell |
|
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|
2018
Q1 | $248K | Buy |
|
|||||
|
2017
Q4 | $239K | Buy |
|
|||||
|
2017
Q3 | $190K | Sell |
|
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|
2017
Q2 | $202K | Sell |
|
|||||
|
2017
Q1 | $216K | Buy |
|
|||||
|
2016
Q4 | $197K | Buy |
|
|||||
|
2016
Q3 | $158K | Buy |
|
|||||
|
2016
Q2 | $144K | Sell |
|
|||||
|
2016
Q1 | $164K | Sell |
|
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|
2015
Q4 | $208K | Buy |
|
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|
2015
Q3 | $182K | Hold |
|
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|
2015
Q2 | $200K | Sell |
|
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|
2015
Q1 | $203K | Hold |
|
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|
2014
Q4 | $205K | Sell |
|
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|
2014
Q3 | $212K | Sell |
|
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|
2014
Q2 | $222K | Sell |
|
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|
2014
Q1 | $329K | Buy |
|
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|
2013
Q4 | $210K | Sell |
|
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|
2013
Q3 | $317K | Sell |
|
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|
2013
Q2 | $463K | Buy |
|