Marquette Asset 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
Q3 | $27.8K | Buy |
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|
2025
Q2 | $4.65K | Hold |
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|
2025
Q1 | $4.16K | Hold |
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|
2024
Q4 | $4.07K | Hold |
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|
2024
Q3 | $3.28K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $145K | Hold |
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|
2023
Q4 | $123K | Sell |
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|
2023
Q3 | $129K | Hold |
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|
2023
Q2 | $135K | Buy |
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|
2023
Q1 | $93.6K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $50K | Sell |
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|
2019
Q3 | $62K | Buy |
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|
2019
Q2 | $44K | Hold |
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|
2019
Q1 | $45K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $266K | Buy |
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|
2015
Q3 | $203K | Hold |
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|
2015
Q2 | $223K | Hold |
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|
2015
Q1 | $215K | Hold |
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|
2014
Q4 | $217K | Hold |
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|
2014
Q3 | $205K | Hold |
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|
2014
Q2 | $208K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $220K | Buy |
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