Institutional & Family Asset Management’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 | $7.2M | Sell |
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|
2024
Q1 | $7.27M | Sell |
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|
2023
Q4 | $6.68M | Sell |
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|
2023
Q3 | $5.57M | Buy |
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|
2023
Q2 | $5.8M | Buy |
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|
2023
Q1 | $5.07M | Buy |
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|
2022
Q4 | $5.46M | Sell |
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|
2022
Q3 | $5.33M | Buy |
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|
2022
Q2 | $5.09M | Buy |
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|
2022
Q1 | $5.74M | Buy |
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|
2021
Q4 | $5.66M | Sell |
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|
2021
Q3 | $5.65M | Sell |
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|
2021
Q2 | $5.55M | Sell |
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|
2021
Q1 | $5.03M | Sell |
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|
2020
Q4 | $4.12M | Sell |
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|
2020
Q3 | $3.44M | Buy |
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|
2020
Q2 | $3.48M | Buy |
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|
2020
Q1 | $3.77M | Buy |
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|
2019
Q4 | $5.13M | Sell |
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|
2019
Q3 | $5.23M | Sell |
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|
2019
Q2 | $4.94M | Buy |
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|
2019
Q1 | $4.89M | Buy |
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|
2018
Q4 | $4.61M | Buy |
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|
2018
Q3 | $5.17M | Buy |
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|
2018
Q2 | $5.33M | Buy |
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|
2018
Q1 | $4.91M | Sell |
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|
2017
Q4 | $6.62M | Buy |
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|
2017
Q3 | $5.67M | Buy |
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|
2017
Q2 | $5.64M | Buy |
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|
2017
Q1 | $5.46M | Sell |
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|
2016
Q4 | $5.95M | Buy |
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|
2016
Q3 | $4.46M | Buy |
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|
2016
Q2 | $4.39M | Buy |
|
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|
2016
Q1 | $4.33M | Sell |
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|
2015
Q4 | $4.33M | Buy |
|