Mackenzie Financial’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 | $63.3M | Sell |
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|
2025
Q1 | $77.1M | Sell |
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|
2024
Q4 | $92M | Sell |
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|
2024
Q3 | $82.2M | Sell |
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|
2024
Q2 | $94.5M | Sell |
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|
2024
Q1 | $94M | Sell |
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|
2023
Q4 | $83.2M | Buy |
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|
2023
Q3 | $48.6M | Buy |
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|
2023
Q2 | $48.3M | Buy |
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|
2023
Q1 | $38.1M | Sell |
|
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|
2022
Q4 | $45.6M | Sell |
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|
2022
Q3 | $57.8M | Sell |
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|
2022
Q2 | $61.8M | Buy |
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|
2022
Q1 | $64M | Buy |
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|
2021
Q4 | $62.2M | Sell |
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|
2021
Q3 | $85M | Sell |
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|
2021
Q2 | $104M | Buy |
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|
2021
Q1 | $67.9M | Buy |
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|
2020
Q4 | $29.3M | Buy |
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|
2020
Q3 | $5.37M | Sell |
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|
2020
Q2 | $7.6M | Sell |
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|
2020
Q1 | $32.5M | Sell |
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|
2019
Q4 | $182M | Buy |
|
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|
2019
Q3 | $158M | Sell |
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|
2019
Q2 | $202M | Sell |
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|
2019
Q1 | $221M | Sell |
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|
2018
Q4 | $224M | Sell |
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|
2018
Q3 | $283M | Buy |
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|
2018
Q2 | $286M | Sell |
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|
2018
Q1 | $272M | Sell |
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|
2017
Q4 | $356M | Buy |
|
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|
2017
Q3 | $250M | Buy |
|
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|
2017
Q2 | $241M | Buy |
|
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|
2017
Q1 | $240M | Sell |
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|
2016
Q4 | $238M | Buy |
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|
2016
Q3 | $164M | Buy |
|
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|
2016
Q2 | $61.3M | Buy |
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|
2016
Q1 | $58.5M | Sell |
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|
2015
Q4 | $72.4M | Sell |
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|
2015
Q3 | $88.8M | Buy |
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|
2015
Q2 | $86.4M | Buy |
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|
2015
Q1 | $83.4M | Sell |
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|
2014
Q4 | $85.6M | Sell |
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|
2014
Q3 | $83.3M | Sell |
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|
2014
Q2 | $85.8M | Buy |
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|
2014
Q1 | $77.1M | Buy |
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|
2013
Q4 | $68.4M | Buy |
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|
2013
Q3 | $57.7M | Sell |
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|
2013
Q2 | $76.6M | Buy |
|