Ipswich Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $344K | Hold |
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|
2025
Q2 | $329K | Hold |
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|
2025
Q1 | $294K | Hold |
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|
2024
Q4 | $288K | Hold |
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|
2024
Q3 | $232K | Hold |
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|
2024
Q2 | $244K | Hold |
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|
2024
Q1 | $238K | Sell |
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|
2023
Q4 | $251K | Sell |
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|
2023
Q3 | $221K | Hold |
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|
2023
Q2 | $231K | Hold |
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|
2023
Q1 | $202K | Sell |
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|
2022
Q4 | $224K | Hold |
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|
2022
Q3 | $218K | Sell |
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|
2022
Q2 | $393K | Buy |
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|
2022
Q1 | $464K | Sell |
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|
2021
Q4 | $555K | Hold |
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|
2021
Q3 | $537K | Sell |
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|
2021
Q2 | $532K | Hold |
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|
2021
Q1 | $459K | Hold |
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|
2020
Q4 | $354K | Sell |
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|
2020
Q3 | $315K | Sell |
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|
2020
Q2 | $361K | Sell |
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|
2020
Q1 | $428K | Sell |
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|
2019
Q4 | $847K | Hold |
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|
2019
Q3 | $795K | Sell |
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|
2019
Q2 | $748K | Sell |
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|
2019
Q1 | $790K | Buy |
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|
2018
Q4 | $694K | Sell |
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|
2018
Q3 | $833K | Buy |
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|
2018
Q2 | $878K | Sell |
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|
2018
Q1 | $882K | Sell |
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|
2017
Q4 | $1.13M | Buy |
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|
2017
Q3 | $1.03M | Sell |
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|
2017
Q2 | $1.09M | Buy |
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|
2017
Q1 | $944K | Sell |
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|
2016
Q4 | $969K | Buy |
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|
2016
Q3 | $761K | Sell |
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|
2016
Q2 | $1.52M | Sell |
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|
2016
Q1 | $2.06M | Sell |
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|
2015
Q4 | $2.86M | Buy |
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|
2015
Q3 | $2.58M | Buy |
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|
2015
Q2 | $2.38M | Sell |
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|
2015
Q1 | $2.34M | Buy |
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|
2014
Q4 | $2.32M | Buy |
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|
2014
Q3 | $429K | Sell |
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|
2014
Q2 | $584K | Buy |
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|
2014
Q1 | $411K | Sell |
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|
2013
Q4 | $504K | Sell |
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|
2013
Q3 | $463K | Hold |
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|
2013
Q2 | $463K | Buy |
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