Neumann 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
Q3 | $1.14M | Hold |
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|
2025
Q2 | $1.09M | Hold |
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|
2025
Q1 | $978K | Hold |
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|
2024
Q4 | $957K | Hold |
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|
2024
Q3 | $770K | Hold |
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|
2024
Q2 | $809K | Hold |
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|
2024
Q1 | $790K | Hold |
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|
2023
Q4 | $670K | Hold |
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|
2023
Q3 | $557K | Hold |
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|
2023
Q2 | $581K | Sell |
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|
2023
Q1 | $599K | Hold |
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|
2022
Q4 | $662K | Sell |
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|
2022
Q3 | $705K | Hold |
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|
2022
Q2 | $686K | Sell |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $1.08M | Hold |
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|
2021
Q3 | $1.04M | Sell |
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|
2021
Q2 | $1.07M | Hold |
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|
2021
Q1 | $924K | Hold |
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|
2020
Q4 | $714K | Hold |
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|
2020
Q3 | $556K | Buy |
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|
2020
Q2 | $602K | Hold |
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|
2020
Q1 | $675K | Hold |
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|
2019
Q4 | $1.27M | Sell |
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|
2019
Q3 | $1.28M | Sell |
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|
2019
Q2 | $1.37M | Sell |
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|
2019
Q1 | $1.8M | Sell |
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|
2018
Q4 | $1.84M | Sell |
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|
2018
Q3 | $2.23M | Buy |
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|
2018
Q2 | $2.29M | Sell |
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|
2018
Q1 | $2.42M | Buy |
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|
2017
Q4 | $1.72M | Sell |
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|
2017
Q3 | $1.63M | Sell |
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|
2017
Q2 | $1.67M | Hold |
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|
2017
Q1 | $1.68M | Sell |
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|
2016
Q4 | $1.68M | Hold |
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|
2016
Q3 | $1.35M | Sell |
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|
2016
Q2 | $1.55M | Hold |
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|
2016
Q1 | $1.58M | Buy |
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|
2015
Q4 | $1.75M | Hold |
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|
2015
Q3 | $1.66M | Hold |
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|
2015
Q2 | $1.81M | Hold |
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|
2015
Q1 | $1.75M | Hold |
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|
2014
Q4 | $1.77M | Buy |
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