Northeast Investment 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
Q2 | $955K | Buy |
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|
2025
Q1 | $604K | Sell |
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|
2024
Q4 | $591K | Hold |
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|
2024
Q3 | $476K | Sell |
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|
2024
Q2 | $519K | Hold |
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|
2024
Q1 | $506K | Hold |
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|
2023
Q4 | $430K | Hold |
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|
2023
Q3 | $357K | Sell |
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|
2023
Q2 | $405K | Sell |
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|
2023
Q1 | $449K | Hold |
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|
2022
Q4 | $496K | Sell |
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|
2022
Q3 | $645K | Hold |
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|
2022
Q2 | $628K | Sell |
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|
2022
Q1 | $849K | Buy |
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|
2021
Q4 | $709K | Buy |
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|
2021
Q3 | $524K | Hold |
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|
2021
Q2 | $511K | Buy |
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|
2021
Q1 | $355K | Sell |
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|
2020
Q4 | $455K | Sell |
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|
2020
Q3 | $364K | Buy |
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|
2020
Q2 | $240K | Buy |
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|
2020
Q1 | $264K | Sell |
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|
2019
Q4 | $582K | Sell |
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|
2019
Q3 | $583K | Hold |
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|
2019
Q2 | $547K | Sell |
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|
2019
Q1 | $697K | Sell |
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|
2018
Q4 | $946K | Sell |
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|
2018
Q3 | $1.3M | Sell |
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|
2018
Q2 | $3.58M | Sell |
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|
2018
Q1 | $5.88M | Sell |
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|
2017
Q4 | $7.92M | Sell |
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|
2017
Q3 | $8.99M | Sell |
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|
2017
Q2 | $9.72M | Sell |
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|
2017
Q1 | $11.4M | Sell |
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|
2016
Q4 | $11.4M | Buy |
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|
2016
Q3 | $8.05M | Sell |
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|
2016
Q2 | $9.55M | Sell |
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|
2016
Q1 | $10.1M | Buy |
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|
2015
Q4 | $11.3M | Sell |
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|
2015
Q3 | $10.7M | Sell |
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|
2015
Q2 | $12.2M | Sell |
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|
2015
Q1 | $12.2M | Sell |
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|
2014
Q4 | $12.9M | Sell |
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|
2014
Q3 | $12.3M | Buy |
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|
2014
Q2 | $12.4M | Buy |
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|
2014
Q1 | $11.6M | Sell |
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|
2013
Q4 | $10.8M | Buy |
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|
2013
Q3 | $9.84M | Buy |
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|
2013
Q2 | $9.62M | Buy |
|