IEQ 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.7M | Buy |
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|
2025
Q1 | $17.4M | Buy |
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|
2024
Q4 | $15M | Buy |
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|
2024
Q3 | $9.51M | Buy |
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|
2024
Q2 | $9.28M | Buy |
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|
2024
Q1 | $8.03M | Buy |
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|
2023
Q4 | $6.04M | Buy |
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|
2023
Q3 | $4.42M | Buy |
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|
2023
Q2 | $4.47M | Buy |
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|
2023
Q1 | $3.64M | Sell |
|
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|
2022
Q4 | $5.03M | Buy |
|
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|
2022
Q3 | $4.77M | Buy |
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|
2022
Q2 | $2.51M | Sell |
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|
2022
Q1 | $3.92M | Buy |
|
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|
2021
Q4 | $3.7M | Buy |
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|
2021
Q3 | $3.39M | Buy |
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|
2021
Q2 | $2.93M | Buy |
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|
2021
Q1 | $1.82M | Buy |
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|
2020
Q4 | $1.32M | Buy |
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|
2020
Q3 | $680K | Sell |
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|
2020
Q2 | $744K | Sell |
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|
2020
Q1 | $1.62M | Buy |
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|
2019
Q4 | $2.91M | Buy |
|