Logan Capital 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 | $9.59M | Sell |
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|
2025
Q1 | $12M | Sell |
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|
2024
Q4 | $14.4M | Sell |
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|
2024
Q3 | $11.8M | Sell |
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|
2024
Q2 | $14.8M | Sell |
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|
2024
Q1 | $14.7M | Sell |
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|
2023
Q4 | $13.1M | Sell |
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|
2023
Q3 | $11.2M | Buy |
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|
2023
Q2 | $2.6M | Buy |
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|
2023
Q1 | $2.26M | Buy |
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|
2022
Q4 | $2.38M | Buy |
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|
2022
Q3 | $919K | Buy |
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|
2022
Q2 | $815K | Buy |
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|
2022
Q1 | $901K | Buy |
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|
2021
Q4 | $884K | Buy |
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|
2021
Q3 | $850K | Sell |
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|
2021
Q2 | $962K | Buy |
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|
2021
Q1 | $781K | Buy |
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|
2020
Q4 | $509K | Sell |
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|
2020
Q3 | $449K | Sell |
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|
2020
Q2 | $999K | Sell |
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|
2020
Q1 | $9.17M | Sell |
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|
2019
Q4 | $19M | Sell |
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|
2019
Q3 | $18.5M | Buy |
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|
2019
Q2 | $17.3M | Buy |
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|
2019
Q1 | $15.5M | Buy |
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|
2018
Q4 | $9.31M | Buy |
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|
2018
Q3 | $894K | Sell |
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|
2018
Q2 | $955K | Buy |
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|
2018
Q1 | $884K | Sell |
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|
2017
Q4 | $1.05M | Sell |
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|
2017
Q3 | $964K | Buy |
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|
2017
Q2 | $830K | Sell |
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|
2017
Q1 | $852K | Sell |
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|
2016
Q4 | $19.9M | Sell |
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|
2016
Q3 | $16.3M | Buy |
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|
2016
Q2 | $16.9M | Buy |
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|
2016
Q1 | $2.15M | Buy |
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|
2015
Q4 | $2.4M | Sell |
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|
2015
Q3 | $2.27M | Buy |
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|
2015
Q2 | $2.49M | Buy |
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|
2015
Q1 | $2.4M | Sell |
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|
2014
Q4 | $2.43M | Sell |
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|
2014
Q3 | $2.62M | Buy |
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|
2014
Q2 | $2.65M | Buy |
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|
2014
Q1 | $2.48M | Sell |
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|
2013
Q4 | $2.27M | Sell |
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|
2013
Q3 | $2.28M | Buy |
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|
2013
Q2 | $1.53M | Buy |
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