Neville Rodie & Shaw’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 | $2.48M | Hold |
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|
2025
Q2 | $2.37M | Sell |
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|
2025
Q1 | $2.4M | Hold |
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|
2024
Q4 | $2.35M | Buy |
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|
2024
Q3 | $1.33M | Sell |
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|
2024
Q2 | $1.52M | Hold |
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|
2024
Q1 | $1.48M | Sell |
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|
2023
Q4 | $1.31M | Hold |
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|
2023
Q3 | $1.08M | Sell |
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|
2023
Q2 | $1.25M | Sell |
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|
2023
Q1 | $1.33M | Sell |
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|
2022
Q4 | $1.49M | Hold |
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|
2022
Q3 | $1.45M | Sell |
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|
2022
Q2 | $1.41M | Sell |
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|
2022
Q1 | $1.93M | Hold |
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|
2021
Q4 | $1.9M | Hold |
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|
2021
Q3 | $1.84M | Sell |
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|
2021
Q2 | $1.8M | Sell |
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|
2021
Q1 | $1.58M | Sell |
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|
2020
Q4 | $1.28M | Sell |
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|
2020
Q3 | $1.05M | Sell |
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|
2020
Q2 | $1.22M | Sell |
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|
2020
Q1 | $1.5M | Sell |
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|
2019
Q4 | $2.93M | Sell |
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|
2019
Q3 | $2.79M | Sell |
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|
2019
Q2 | $4.18M | Sell |
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|
2019
Q1 | $7.13M | Sell |
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|
2018
Q4 | $8.14M | Sell |
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|
2018
Q3 | $9.72M | Sell |
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|
2018
Q2 | $10.3M | Sell |
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|
2018
Q1 | $11.5M | Sell |
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|
2017
Q4 | $13.9M | Sell |
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|
2017
Q3 | $13.1M | Sell |
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|
2017
Q2 | $14M | Sell |
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|
2017
Q1 | $15.4M | Sell |
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|
2016
Q4 | $15.8M | Sell |
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|
2016
Q3 | $13M | Sell |
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|
2016
Q2 | $14.7M | Sell |
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|
2016
Q1 | $15.1M | Sell |
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|
2015
Q4 | $17.6M | Sell |
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|
2015
Q3 | $17.3M | Sell |
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|
2015
Q2 | $19.4M | Sell |
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|
2015
Q1 | $19.4M | Sell |
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|
2014
Q4 | $19.6M | Buy |
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|
2014
Q3 | $18.5M | Sell |
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|
2014
Q2 | $18.9M | Sell |
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|
2014
Q1 | $17.9M | Sell |
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|
2013
Q4 | $16.4M | Buy |
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|
2013
Q3 | $14.8M | Buy |
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|
2013
Q2 | $14.4M | Buy |
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