NorthCrest Asset Manangement’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 | $14.4M | Buy |
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|
2025
Q2 | $14.6M | Sell |
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|
2025
Q1 | $12.7M | Buy |
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|
2024
Q4 | $12.4M | Buy |
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|
2024
Q3 | $9.86M | Buy |
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|
2024
Q2 | $10.2M | Buy |
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|
2024
Q1 | $9.77M | Buy |
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|
2023
Q4 | $7.91M | Sell |
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|
2023
Q3 | $6.64M | Sell |
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|
2023
Q2 | $7.04M | Sell |
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|
2023
Q1 | $6.17M | Buy |
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|
2022
Q4 | $6.78M | Sell |
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|
2022
Q3 | $6.63M | Buy |
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|
2022
Q2 | $6.19M | Buy |
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|
2022
Q1 | $6.79M | Buy |
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|
2021
Q4 | $5.95M | Buy |
|