Kovitz Investment Group Partners’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 | $24.1M | Buy |
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|
2025
Q1 | $18.6M | Sell |
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|
2024
Q4 | $18.3M | Sell |
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|
2024
Q3 | $12.7M | Buy |
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|
2024
Q2 | $5.31M | Sell |
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|
2024
Q1 | $7.5M | Buy |
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|
2023
Q4 | $6.34M | Buy |
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|
2023
Q3 | $4.98M | Sell |
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|
2023
Q2 | $5.22M | Buy |
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|
2023
Q1 | $4.51M | Sell |
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|
2022
Q4 | $5.79M | Buy |
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|
2022
Q3 | $279K | Sell |
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|
2022
Q2 | $374K | Sell |
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|
2022
Q1 | $499K | Sell |
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|
2021
Q4 | $1.62M | Buy |
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|
2021
Q3 | $551K | Sell |
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|
2021
Q2 | $828K | Sell |
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|
2021
Q1 | $790K | Sell |
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|
2020
Q4 | $1.62M | Sell |
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|
2020
Q3 | $2.4M | Buy |
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|
2020
Q2 | $2.49M | Buy |
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|
2020
Q1 | $1.87M | Buy |
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|
2019
Q4 | $2.91M | Buy |
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|
2019
Q3 | $2.67M | Buy |
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|
2019
Q2 | $2.33M | Sell |
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|
2019
Q1 | $2.62M | Sell |
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|
2018
Q4 | $5.9M | Buy |
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|
2018
Q3 | $1.69M | Sell |
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|
2018
Q2 | $2.53M | Sell |
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|
2018
Q1 | $3.98M | Sell |
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|
2017
Q4 | $14K | Sell |
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|
2017
Q3 | $44.4M | Sell |
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|
2017
Q2 | $44.9M | Buy |
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|
2017
Q1 | $43.6M | Buy |
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|
2016
Q4 | $41.9M | Buy |
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|
2016
Q3 | $32.7M | Sell |
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|
2016
Q2 | $36.2M | Sell |
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|
2016
Q1 | $39.1M | Buy |
|