Kovitz Investment Group Partners’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.1M | Buy |
300,243
+40,586
| +16% | +$3.25M | 0.1% | 176 |
|
|
2025
Q1 | $18.6M | Sell |
259,657
-1,199
| -0.5% | -$86.1K | 0.09% | 180 |
|
|
2024
Q4 | $18.3M | Sell |
260,856
-8,256
| -3% | -$580K | 0.09% | 186 |
|
|
2024
Q3 | $12.7M | Buy |
269,112
+179,712
| +201% | +$8.45M | 0.09% | 189 |
|
|
2024
Q2 | $5.31M | Sell |
89,400
-40,074
| -31% | -$2.38M | 0.05% | 277 |
|
|
2024
Q1 | $7.5M | Buy |
129,474
+595
| +0.5% | +$34.5K | 0.1% | 155 |
|
|
2023
Q4 | $6.34M | Buy |
128,879
+6,886
| +6% | +$339K | 0.11% | 116 |
|
|
2023
Q3 | $4.98M | Sell |
121,993
-380
| -0.3% | -$15.5K | 0.09% | 138 |
|
|
2023
Q2 | $5.22M | Buy |
122,373
+1,631
| +1% | +$69.6K | 0.08% | 138 |
|
|
2023
Q1 | $4.51M | Sell |
120,742
-19,369
| -14% | -$724K | 0.08% | 162 |
|
|
2022
Q4 | $5.79M | Buy |
140,111
+133,173
| +1,919% | +$5.5M | 0.11% | 133 |
|
|
2022
Q3 | $279K | Sell |
6,938
-2,621
| -27% | -$105K | 0.01% | 363 |
|
|
2022
Q2 | $374K | Sell |
9,559
-744
| -7% | -$29.1K | 0.01% | 352 |
|
|
2022
Q1 | $499K | Sell |
10,303
-43,346
| -81% | -$2.1M | 0.01% | 334 |
|
|
2021
Q4 | $1.62M | Buy |
53,649
+41,776
| +352% | +$1.26M | 0.04% | 224 |
|
|
2021
Q3 | $551K | Sell |
11,873
-6,411
| -35% | -$298K | 0.01% | 342 |
|
|
2021
Q2 | $828K | Sell |
18,284
-1,935
| -10% | -$87.6K | 0.02% | 316 |
|
|
2021
Q1 | $790K | Sell |
20,219
-33,430
| -62% | -$1.31M | 0.02% | 299 |
|
|
2020
Q4 | $1.62M | Sell |
53,649
-48,473
| -47% | -$1.46M | 0.04% | 219 |
|
|
2020
Q3 | $2.4M | Buy |
102,122
+5,005
| +5% | +$118K | 0.07% | 174 |
|
|
2020
Q2 | $2.49M | Buy |
97,117
+32,053
| +49% | +$820K | 0.08% | 164 |
|
|
2020
Q1 | $1.87M | Buy |
65,064
+11,069
| +21% | +$318K | 0.07% | 181 |
|
|
2019
Q4 | $2.91M | Buy |
53,995
+1,048
| +2% | +$56.4K | 0.08% | 160 |
|
|
2019
Q3 | $2.67M | Buy |
52,947
+3,731
| +8% | +$188K | 0.09% | 167 |
|
|
2019
Q2 | $2.33M | Sell |
49,216
-5,018
| -9% | -$237K | 0.07% | 183 |
|
|
2019
Q1 | $2.62M | Sell |
54,234
-73,755
| -58% | -$3.56M | 0.08% | 167 |
|
|
2018
Q4 | $5.9M | Buy |
127,989
+95,841
| +298% | +$4.42M | 0.23% | 67 |
|
|
2018
Q3 | $1.69M | Sell |
32,148
-13,478
| -30% | -$709K | 0.08% | 65 |
|
|
2018
Q2 | $2.53M | Sell |
45,626
-30,270
| -40% | -$1.68M | 0.12% | 52 |
|
|
2018
Q1 | $3.98M | Sell |
75,896
-154,782
| -67% | -$8.11M | 0.19% | 43 |
|
|
2017
Q4 | $14K | Sell |
230,678
-574,167
| -71% | -$34.8K | 0.6% | 36 |
|
|
2017
Q3 | $44.4M | Sell |
804,845
-5,156
| -0.6% | -$284K | 2.21% | 22 |
|
|
2017
Q2 | $44.9M | Buy |
810,001
+27,104
| +3% | +$1.5M | 2.39% | 22 |
|
|
2017
Q1 | $43.6M | Buy |
782,897
+22,725
| +3% | +$1.26M | 2.39% | 19 |
|
|
2016
Q4 | $41.9M | Buy |
760,172
+22,047
| +3% | +$1.22M | 2.44% | 21 |
|
|
2016
Q3 | $32.7M | Sell |
738,125
-26,146
| -3% | -$1.16M | 2.01% | 24 |
|
|
2016
Q2 | $36.2M | Sell |
764,271
-45,191
| -6% | -$2.14M | 2.51% | 15 |
|
|
2016
Q1 | $39.1M | Buy |
+809,462
| New | +$39.1M | 2.31% | 19 |
|