Moloney Securities 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
Q2 | $405K | Sell |
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|
2025
Q1 | $378K | Buy |
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|
2024
Q4 | $311K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $233K | Sell |
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|
2024
Q1 | $234K | Sell |
|
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|
2023
Q4 | $233K | Buy |
|
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $220K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $226K | Buy |
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|
2022
Q3 | $215K | Buy |
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|
2022
Q2 | $209K | Sell |
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|
2022
Q1 | $294K | Sell |
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|
2021
Q4 | $336K | Buy |
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|
2021
Q3 | $323K | Buy |
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|
2021
Q2 | $302K | Sell |
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|
2021
Q1 | $295K | Sell |
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|
2020
Q4 | $279K | Sell |
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|
2020
Q3 | $218K | Sell |
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|
2020
Q2 | $297K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $409K | Buy |
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|
2019
Q3 | $333K | Buy |
|
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|
2019
Q2 | $281K | Sell |
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|
2019
Q1 | $296K | Sell |
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|
2018
Q4 | $328K | Buy |
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|
2018
Q3 | $355K | Sell |
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|
2018
Q2 | $398K | Sell |
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|
2018
Q1 | $443K | Sell |
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|
2017
Q4 | $587K | Sell |
|
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|
2017
Q3 | $606K | Sell |
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|
2017
Q2 | $631K | Sell |
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|
2017
Q1 | $665K | Sell |
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|
2016
Q4 | $774K | Buy |
|