Naples Global Advisors’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 | $580K | Buy |
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|
2025
Q2 | $366K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $226K | Sell |
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|
2020
Q2 | $328K | Buy |
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|
2020
Q1 | $280K | Buy |
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|
2019
Q4 | $320K | Hold |
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|
2019
Q3 | $300K | Hold |
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|
2019
Q2 | $281K | Sell |
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|
2019
Q1 | $323K | Buy |
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|
2018
Q4 | $269K | Sell |
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|
2018
Q3 | $304K | Sell |
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|
2018
Q2 | $346K | Buy |
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|
2018
Q1 | $254K | Sell |
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|
2017
Q4 | $304K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $234K | Buy |
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|
2016
Q1 | $231K | Hold |
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|
2015
Q4 | $260K | Buy |
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|
2015
Q3 | $243K | Buy |
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|
2015
Q2 | $227K | Sell |
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|
2015
Q1 | $230K | Buy |
|