Newman Dignan & Sheerar Inc’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 | $327K | Hold |
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|
2025
Q2 | $313K | Sell |
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|
2025
Q1 | $289K | Hold |
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|
2024
Q4 | $283K | Hold |
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|
2024
Q3 | $264K | Hold |
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|
2024
Q2 | $239K | Buy |
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|
2024
Q1 | $222K | Sell |
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|
2023
Q4 | $213K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $250 | Buy |
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|
2021
Q4 | $247K | Hold |
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|
2021
Q3 | $239K | Hold |
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|
2021
Q2 | $233K | Hold |
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|
2021
Q1 | $201K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $377K | Sell |
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|
2019
Q4 | $770 | Buy |
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|
2019
Q3 | $706K | Sell |
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|
2019
Q2 | $705 | Sell |
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|
2019
Q1 | $860K | Sell |
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|
2018
Q4 | $864K | Hold |
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|
2018
Q3 | $997K | Buy |
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|
2018
Q2 | $1.02K | Sell |
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|
2018
Q1 | $943K | Sell |
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|
2017
Q4 | $1.28M | Sell |
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|
2017
Q3 | $1.35M | Sell |
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|
2017
Q2 | $1.39M | Sell |
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|
2017
Q1 | $1.43K | Sell |
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|
2016
Q4 | $1.5M | Sell |
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|
2016
Q3 | $1.29M | Sell |
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|
2016
Q2 | $1.41M | Buy |
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|
2016
Q1 | $1.43M | Buy |
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|
2015
Q4 | $1.56M | Sell |
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|
2015
Q3 | $1.48M | Sell |
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|
2015
Q2 | $1.69M | Sell |
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|
2015
Q1 | $1.65M | Buy |
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|
2014
Q4 | $1.66K | Hold |
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|
2014
Q3 | $1.57M | Sell |
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|
2014
Q2 | $1.59K | Sell |
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|
2014
Q1 | $1.51M | Sell |
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|
2013
Q4 | $1.38K | Sell |
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|
2013
Q3 | $1.28M | Buy |
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|
2013
Q2 | $1.23K | Buy |
|