Leith Wheeler Investment Counsel’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
Q4 | $37.9M | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $36M | Sell |
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|
2025
Q1 | $49M | Sell |
|
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|
2024
Q4 | $50.7M | Sell |
|
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|
2024
Q3 | $41M | Buy |
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|
2024
Q2 | $18.2M | Buy |
|
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|
2024
Q1 | $15.3M | Sell |
|
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|
2023
Q4 | $12.4M | Buy |
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|
2023
Q3 | $7.01M | Buy |
|
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|
2023
Q2 | $5.36M | Sell |
|
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|
2023
Q1 | $4.31M | Buy |
|
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|
2022
Q4 | $2.92M | Buy |
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|
2022
Q3 | $2.16M | Buy |
|
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|
2022
Q2 | $1.8M | Buy |
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|
2022
Q1 | $917K | Buy |
|