Islay Capital 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
Q2 | $2.19M | Hold |
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|
2025
Q1 | $1.97M | Buy |
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|
2024
Q4 | $1.87M | Buy |
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|
2024
Q3 | $1.44M | Hold |
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|
2024
Q2 | $1.51M | Buy |
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|
2024
Q1 | $1.47M | Sell |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $102K | Hold |
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|
2023
Q2 | $107K | Hold |
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|
2023
Q1 | $93.5K | Hold |
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|
2022
Q4 | $103K | Hold |
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|
2022
Q3 | $101K | Hold |
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|
2022
Q2 | $98K | Hold |
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|
2022
Q1 | $121K | Sell |
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|
2021
Q4 | $312K | Sell |
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|
2021
Q3 | $348K | Hold |
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|
2021
Q2 | $340K | Hold |
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|
2021
Q1 | $293K | Sell |
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|
2020
Q4 | $483K | Sell |
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|
2020
Q3 | $465K | Sell |
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|
2020
Q2 | $655K | Sell |
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|
2020
Q1 | $740K | Buy |
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|
2019
Q4 | $468K | Buy |
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