Marietta Investment Partners’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 | $705K | Hold |
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|
2025
Q1 | $632K | Hold |
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|
2024
Q4 | $618K | Hold |
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|
2024
Q3 | $497K | Hold |
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|
2024
Q2 | $523K | Hold |
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|
2024
Q1 | $510K | Hold |
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|
2023
Q4 | $433K | Hold |
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|
2023
Q3 | $360K | Hold |
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|
2023
Q2 | $376K | Hold |
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|
2023
Q1 | $329K | Buy |
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|
2022
Q4 | $322K | Sell |
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|
2022
Q3 | $367K | Hold |
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|
2022
Q2 | $307K | Sell |
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|
2022
Q1 | $567K | Hold |
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|
2021
Q4 | $561K | Hold |
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|
2021
Q3 | $543K | Sell |
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|
2021
Q2 | $530K | Sell |
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|
2021
Q1 | $459K | Buy |
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|
2020
Q4 | $353K | Hold |
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|
2020
Q3 | $275K | Hold |
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|
2020
Q2 | $300K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $257K | Hold |
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|
2016
Q2 | $275K | Hold |
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|
2016
Q1 | $280K | Hold |
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|
2015
Q4 | $315K | Hold |
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|
2015
Q3 | $318K | Hold |
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|
2015
Q2 | $326K | Hold |
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|
2015
Q1 | $316K | Hold |
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|
2014
Q4 | $318K | Hold |
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|
2014
Q3 | $301K | Hold |
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|
2014
Q2 | $305K | Hold |
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|
2014
Q1 | $288K | Hold |
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|
2013
Q4 | $263K | Hold |
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|
2013
Q3 | $240K | Hold |
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|
2013
Q2 | $239K | Buy |
|