O'Shaughnessy Asset 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 | $141M | Buy |
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|
2025
Q1 | $118M | Buy |
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|
2024
Q4 | $108M | Buy |
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|
2024
Q3 | $86.5M | Buy |
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|
2024
Q2 | $62.3M | Buy |
|
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|
2024
Q1 | $43.1M | Buy |
|
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|
2023
Q4 | $23.5M | Buy |
|
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|
2023
Q3 | $14.8M | Sell |
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|
2023
Q2 | $36.3M | Sell |
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|
2023
Q1 | $39.2M | Sell |
|
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|
2022
Q4 | $43.4M | Buy |
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|
2022
Q3 | $40.6M | Buy |
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|
2022
Q2 | $30.6M | Buy |
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|
2022
Q1 | $26.3M | Buy |
|
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|
2021
Q4 | $9.62M | Buy |
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|
2021
Q3 | $3.15M | Buy |
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|
2021
Q2 | $2.47M | Buy |
|
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|
2021
Q1 | $1.43M | Buy |
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|
2020
Q4 | $913K | Buy |
|
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|
2020
Q3 | $602K | Sell |
|
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|
2020
Q2 | $50.2M | Sell |
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|
2020
Q1 | $65.9M | Buy |
|
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|
2019
Q4 | $105M | Buy |
|
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|
2019
Q3 | $85.3M | Buy |
|
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|
2019
Q2 | $32.9M | Buy |
|
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|
2019
Q1 | $11.3M | Buy |
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|
2018
Q4 | $971K | Buy |
|
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $53K | Buy |
|
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|
2017
Q4 | – | Sell |
|
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|
2017
Q3 | $8K | Buy |
|
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|
2016
Q1 | – | Sell |
|
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|
2015
Q4 | $20K | Buy |
|
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|
2015
Q3 | $8K | Hold |
|
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|
2015
Q2 | $8K | Sell |
|
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|
2015
Q1 | $22K | Buy |
|
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|
2014
Q4 | $9K | Sell |
|
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|
2014
Q3 | $9K | Sell |
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|
2014
Q2 | $10K | Buy |
|
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|
2014
Q1 | $8K | Buy |
|
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|
2013
Q4 | $7K | Sell |
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|
2013
Q3 | $21K | Buy |
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|
2013
Q2 | $9K | Buy |
|