Kurt F. Somerville’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $211K | Hold |
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|
2025
Q4 | $247K | Hold |
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|
2025
Q3 | $222K | Hold |
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|
2025
Q2 | $212K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $211K | Sell |
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|
2018
Q1 | $252K | Sell |
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|
2017
Q4 | $294K | Sell |
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|
2017
Q3 | $290K | Sell |
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|
2017
Q2 | $585K | Sell |
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|
2017
Q1 | $651K | Sell |
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|
2016
Q4 | $710K | Sell |
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|
2016
Q3 | $659K | Hold |
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|
2016
Q2 | $705K | Hold |
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|
2016
Q1 | $720K | Sell |
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|
2015
Q4 | $1.13M | Sell |
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|
2015
Q3 | $1.11M | Buy |
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|
2015
Q2 | $933K | Sell |
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|
2015
Q1 | $936K | Hold |
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|
2014
Q4 | $942K | Buy |
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|
2014
Q3 | $358K | Hold |
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|
2014
Q2 | $363K | Hold |
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|
2014
Q1 | $344K | Buy |
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|
2013
Q4 | $304K | Hold |
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|
2013
Q3 | $277K | Hold |
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|
2013
Q2 | $277K | Buy |
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