Novare Capital 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
Q3 | $518K | Buy |
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|
2025
Q2 | $464K | Buy |
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|
2025
Q1 | $311K | Buy |
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|
2024
Q4 | $239K | Sell |
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|
2024
Q3 | $207K | Buy |
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|
2024
Q2 | $217K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $210K | Sell |
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|
2022
Q4 | $242K | Sell |
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|
2022
Q3 | $364K | Sell |
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|
2022
Q2 | $730K | Buy |
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|
2022
Q1 | $860K | Buy |
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|
2021
Q4 | $278K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $206K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $349K | Sell |
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|
2017
Q3 | $617K | Sell |
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|
2017
Q2 | $5.27M | Buy |
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|
2017
Q1 | $5.15M | Buy |
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|
2016
Q4 | $4.93M | Sell |
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|
2016
Q3 | $4.11M | Buy |
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|
2016
Q2 | $4.25M | Buy |
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|
2016
Q1 | $4.16M | Buy |
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|
2015
Q4 | $3.84M | Buy |
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|
2015
Q3 | $288K | Buy |
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|
2015
Q2 | $202K | Buy |
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