MAI 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 | $14.5M | Sell |
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|
2025
Q1 | $13.1M | Sell |
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|
2024
Q4 | $12.9M | Buy |
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|
2024
Q3 | $5.48M | Sell |
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|
2024
Q2 | $6.66M | Buy |
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|
2024
Q1 | $6.31M | Buy |
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|
2023
Q4 | $3.97M | Buy |
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|
2023
Q3 | $3.29M | Sell |
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|
2023
Q2 | $3.52M | Sell |
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|
2023
Q1 | $3.21M | Sell |
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|
2022
Q4 | $3.62M | Sell |
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|
2022
Q3 | $3.69M | Buy |
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|
2022
Q2 | $2.6M | Buy |
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|
2022
Q1 | $3.14M | Sell |
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|
2021
Q4 | $3.17M | Sell |
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|
2021
Q3 | $3.17M | Buy |
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|
2021
Q2 | $3.04M | Buy |
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|
2021
Q1 | $2.25M | Buy |
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|
2020
Q4 | $1.53M | Sell |
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|
2020
Q3 | $1.29M | Sell |
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|
2020
Q2 | $1.63M | Sell |
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|
2020
Q1 | $6.1M | Sell |
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|
2019
Q4 | $11.5M | Buy |
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|
2019
Q3 | $10.7M | Sell |
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|
2019
Q2 | $10.6M | Buy |
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|
2019
Q1 | $10.7M | Buy |
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|
2018
Q4 | $9.71M | Buy |
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|
2018
Q3 | $10.9M | Sell |
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|
2018
Q2 | $11.6M | Sell |
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|
2018
Q1 | $11M | Sell |
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|
2017
Q4 | $12.8M | Sell |
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|
2017
Q3 | $12.3M | Buy |
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|
2017
Q2 | $12.3M | Buy |
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|
2017
Q1 | $11.7M | Sell |
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|
2016
Q4 | $12M | Sell |
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|
2016
Q3 | $9.96M | Sell |
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|
2016
Q2 | $10.9M | Sell |
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|
2016
Q1 | $11.8M | Buy |
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|
2015
Q4 | $9.73M | Buy |
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|
2015
Q3 | $2.04M | Buy |
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|
2015
Q2 | $2.2M | Buy |
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|
2015
Q1 | $2.07M | Buy |
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|
2014
Q4 | $2M | Sell |
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|
2014
Q3 | $2.38M | Sell |
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|
2014
Q2 | $12.6M | Sell |
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|
2014
Q1 | $16.2M | Buy |
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|
2013
Q4 | $14.6M | Sell |
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|
2013
Q3 | $13.6M | Buy |
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|
2013
Q2 | $12.6M | Buy |
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