Osborne Partners 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
Q2 | $814K | Hold |
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|
2025
Q1 | $729K | Sell |
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|
2024
Q4 | $731K | Sell |
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|
2024
Q3 | $593K | Hold |
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|
2024
Q2 | $624K | Hold |
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|
2024
Q1 | $609K | Hold |
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|
2023
Q4 | $517K | Sell |
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|
2023
Q3 | $448K | Sell |
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|
2023
Q2 | $540K | Sell |
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|
2023
Q1 | $493K | Buy |
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|
2022
Q4 | $522K | Sell |
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|
2022
Q3 | $1.6M | Buy |
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|
2022
Q2 | $1.46M | Buy |
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|
2022
Q1 | $594K | Sell |
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|
2021
Q4 | $617K | Buy |
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|
2021
Q3 | $575K | Sell |
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|
2021
Q2 | $576K | Buy |
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|
2021
Q1 | $482K | Sell |
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|
2020
Q4 | $1.56M | Buy |
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|
2020
Q3 | $789K | Sell |
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|
2020
Q2 | $900K | Sell |
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|
2020
Q1 | $1.02M | Buy |
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|
2019
Q4 | $1.89M | Sell |
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|
2019
Q3 | $2.61M | Sell |
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|
2019
Q2 | $9.5M | Sell |
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|
2019
Q1 | $11.2M | Buy |
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|
2018
Q4 | $9.41M | Sell |
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|
2018
Q3 | $12.4M | Buy |
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|
2018
Q2 | $13M | Sell |
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|
2018
Q1 | $12.5M | Sell |
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|
2017
Q4 | $14.7M | Sell |
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|
2017
Q3 | $13.5M | Sell |
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|
2017
Q2 | $19.6M | Buy |
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|
2017
Q1 | $19.5M | Sell |
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|
2016
Q4 | $19.6M | Sell |
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|
2016
Q3 | $22.6M | Sell |
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|
2016
Q2 | $24.9M | Sell |
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|
2016
Q1 | $25.5M | Buy |
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|
2015
Q4 | $28.1M | Buy |
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|
2015
Q3 | $26.5M | Buy |
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|
2015
Q2 | $29M | Sell |
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|
2015
Q1 | $28.2M | Sell |
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|
2014
Q4 | $30.7M | Buy |
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|
2014
Q3 | $28.9M | Buy |
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|
2014
Q2 | $29.2M | Sell |
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|
2014
Q1 | $28M | Buy |
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|
2013
Q4 | $25.4M | Buy |
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|
2013
Q3 | $23M | Buy |
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|
2013
Q2 | $22.1M | Buy |
|