Osterweis 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 | $357K | Buy |
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|
2025
Q1 | $143K | Sell |
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|
2024
Q4 | $193K | Sell |
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|
2024
Q3 | $217K | Sell |
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|
2024
Q2 | $246K | Hold |
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|
2024
Q1 | $240K | Sell |
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|
2023
Q4 | $684K | Hold |
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|
2023
Q3 | $568K | Hold |
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|
2023
Q2 | $593K | Hold |
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|
2023
Q1 | $519K | Hold |
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|
2022
Q4 | $574K | Hold |
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|
2022
Q3 | $559K | Hold |
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|
2022
Q2 | $544K | Hold |
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|
2022
Q1 | $673K | Hold |
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|
2021
Q4 | $666K | Hold |
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|
2021
Q3 | $645K | Buy |
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|
2021
Q2 | $442K | Hold |
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|
2021
Q1 | $381K | Hold |
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|
2020
Q4 | $294K | Hold |
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|
2020
Q3 | $229K | Hold |
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|
2020
Q2 | $250K | Sell |
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|
2020
Q1 | $282K | Sell |
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|
2019
Q4 | $550K | Sell |
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|
2019
Q3 | $554K | Buy |
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|
2019
Q2 | $515K | Buy |
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|
2019
Q1 | $522K | Hold |
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|
2018
Q4 | $498K | Sell |
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|
2018
Q3 | $726K | Buy |
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|
2018
Q2 | $707K | Hold |
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|
2018
Q1 | $668K | Buy |
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|
2017
Q4 | $592K | Hold |
|
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|
2017
Q3 | $538K | Hold |
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|
2017
Q2 | $541K | Hold |
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|
2017
Q1 | $543K | Sell |
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|
2016
Q4 | $582K | Hold |
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|
2016
Q3 | $467K | Hold |
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|
2016
Q2 | $500K | Hold |
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|
2016
Q1 | $511K | Hold |
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|
2015
Q4 | $573K | Hold |
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|
2015
Q3 | $542K | Hold |
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|
2015
Q2 | $594K | Hold |
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|
2015
Q1 | $575K | Sell |
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|
2014
Q4 | $581K | Buy |
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|
2014
Q3 | $547K | Buy |
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|
2014
Q2 | $513K | Hold |
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|
2014
Q1 | $485K | Hold |
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|
2013
Q4 | $443K | Sell |
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|
2013
Q3 | $477K | Hold |
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|
2013
Q2 | $462K | Buy |
|