Kayne Anderson Rudnick 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
Q2 | $1.22M | Buy |
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|
2025
Q1 | $878K | Buy |
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|
2024
Q4 | $331K | Buy |
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|
2024
Q3 | $249K | Buy |
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|
2024
Q2 | $201K | Sell |
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|
2024
Q1 | $274K | Sell |
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|
2023
Q4 | $238K | Buy |
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|
2023
Q3 | $178K | Sell |
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|
2023
Q2 | $189K | Buy |
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|
2023
Q1 | $157K | Sell |
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|
2022
Q4 | $175K | Buy |
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|
2022
Q3 | $169K | Hold |
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|
2022
Q2 | $165K | Buy |
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|
2022
Q1 | $165K | Sell |
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|
2021
Q4 | $166K | Buy |
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|
2021
Q3 | $158K | Hold |
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|
2021
Q2 | $155K | Hold |
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|
2021
Q1 | $133K | Hold |
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|
2020
Q4 | $103K | Hold |
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|
2020
Q3 | $80K | Sell |
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|
2020
Q2 | $91K | Hold |
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|
2020
Q1 | $102K | Hold |
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|
2019
Q4 | $190K | Sell |
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|
2019
Q3 | $202K | Hold |
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|
2019
Q2 | $190K | Sell |
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|
2019
Q1 | $228K | Hold |
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|
2018
Q4 | $217K | Hold |
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|
2018
Q3 | $248K | Hold |
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|
2018
Q2 | $262K | Hold |
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|
2018
Q1 | $247K | Buy |
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|
2017
Q4 | $244K | Hold |
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|
2017
Q3 | $221K | Hold |
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|
2017
Q2 | $222K | Sell |
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|
2017
Q1 | $349K | Hold |
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|
2016
Q4 | $346K | Hold |
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|
2016
Q3 | $278K | Hold |
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|
2016
Q2 | $297K | Hold |
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|
2016
Q1 | $303K | Hold |
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|
2015
Q4 | $341K | Hold |
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|
2015
Q3 | $322K | Sell |
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|
2015
Q2 | $358K | Buy |
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|
2015
Q1 | $341K | Hold |
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|
2014
Q4 | $344K | Hold |
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|
2014
Q3 | $325K | Hold |
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|
2014
Q2 | $330K | Hold |
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|
2014
Q1 | $312K | Hold |
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|
2013
Q4 | $285K | Hold |
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|
2013
Q3 | $259K | Hold |
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|
2013
Q2 | $259K | Buy |
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