Northwest & Ethical Investments’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 | – | Sell |
-19,447
| Closed | -$1.55M | – | 559 |
|
|
2025
Q2 | $1.55M | Hold |
19,447
| – | – | 0.04% | 282 |
|
|
2025
Q1 | $1.39M | Buy |
+19,447
| New | +$1.46M | 0.04% | 285 |
|
|
2022
Q4 | – | Sell |
-23,630
| Closed | -$950K | – | 429 |
|
|
2022
Q3 | $950K | Hold |
23,630
| – | – | 0.04% | 295 |
|
|
2022
Q2 | $926K | Hold |
23,630
| – | – | 0.03% | 308 |
|
|
2022
Q1 | $1.15M | Sell |
23,630
-1,215
| -5% | -$65K | 0.04% | 296 |
|
|
2021
Q4 | $1.19M | Sell |
24,845
-1,320
| -5% | -$65K | 0.04% | 283 |
|
|
2021
Q3 | $1.21M | Hold |
26,165
| – | – | 0.04% | 274 |
|
|
2021
Q2 | $1.19M | Sell |
26,165
-16,651
| -39% | -$744K | 0.04% | 287 |
|
|
2021
Q1 | $1.67M | Sell |
42,816
-1,880
| -4% | -$66.6K | 0.06% | 286 |
|
|
2020
Q4 | $1.35M | Sell |
44,696
-2,240
| -5% | -$58K | 0.05% | 293 |
|
|
2020
Q3 | $1.1M | Sell |
46,936
-7,085
| -13% | -$175K | 0.05% | 295 |
|
|
2020
Q2 | $1.38M | Sell |
54,021
-44,176
| -45% | -$1.21M | 0.07% | 275 |
|
|
2020
Q1 | $2.82M | Sell |
98,197
-33,435
| -25% | -$1.42M | 0.16% | 172 |
|
|
2019
Q4 | $7.08M | Buy |
131,632
+47,246
| +56% | +$2.47M | 0.32% | 100 |
|
|
2019
Q3 | $4.26M | Sell |
84,386
-10,943
| -11% | -$516K | 0.21% | 140 |
|
|
2019
Q2 | $4.51M | Sell |
95,329
-1,111
| -1% | -$52K | 0.23% | 138 |
|
|
2019
Q1 | $4.66M | Sell |
96,440
-2,674
| -3% | -$132K | 0.24% | 130 |
|
|
2018
Q4 | $4.57M | Sell |
99,114
-9,039
| -8% | -$463K | 0.27% | 117 |
|
|
2018
Q3 | $5.68M | Buy |
108,153
+3,928
| +4% | +$224K | 0.36% | 81 |
|
|
2018
Q2 | $5.78M | Sell |
104,225
-25,376
| -20% | -$1.36M | 0.38% | 64 |
|
|
2018
Q1 | $6.79M | Sell |
129,601
-5,753
| -4% | -$342K | 0.46% | 57 |
|
|
2017
Q4 | $8.21M | Sell |
135,354
-6,819
| -5% | -$385K | 0.53% | 44 |
|
|
2017
Q3 | $7.84M | Buy |
142,173
+10,097
| +8% | +$537K | 0.49% | 45 |
|
|
2017
Q2 | $7.32M | Sell |
132,076
-7,268
| -5% | -$389K | 0.5% | 44 |
|
|
2017
Q1 | $7.76M | Buy |
139,344
+4,519
| +3% | +$256K | 0.53% | 38 |
|
|
2016
Q4 | $7.43M | Sell |
134,825
-5,019
| -4% | -$252K | 0.51% | 37 |
|
|
2016
Q3 | $6.19M | Buy |
139,844
+47,158
| +51% | +$2.26M | 0.44% | 50 |
|
|
2016
Q2 | $4.39M | Sell |
92,686
-3,089
| -3% | -$151K | 0.33% | 77 |
|
|
2016
Q1 | $4.63M | Sell |
95,775
-11,725
| -11% | -$574K | 0.31% | 89 |
|
|
2015
Q4 | $5.84M | Buy |
107,500
+9,009
| +9% | +$489K | 0.42% | 73 |
|
|
2015
Q3 | $5.06M | Buy |
98,491
+4,545
| +5% | +$250K | 0.39% | 75 |
|
|
2015
Q2 | $5.28M | Buy |
93,946
+7,908
| +9% | +$441K | 0.35% | 81 |
|
|
2015
Q1 | $4.68M | Buy |
86,038
+11,953
| +16% | +$646K | 0.33% | 78 |
|
|
2014
Q4 | $4.06M | Buy |
+74,085
| New | +$3.92M | 0.27% | 91 |
|
Other funds holding WFC
