PAM
Palisade Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Hold |
16,589
| – | – | 0.13% | 105 |
|
|
2025
Q1 | $1.19M | Hold |
16,589
| – | – | 0.12% | 109 |
|
|
2024
Q4 | $1.17M | Buy |
16,589
+276
| +2% | +$19.4K | 0.12% | 111 |
|
|
2024
Q3 | $922K | Sell |
16,313
-500
| -3% | -$28.2K | 0.09% | 123 |
|
|
2024
Q2 | $999K | Sell |
16,813
-1,300
| -7% | -$77.2K | 0.1% | 118 |
|
|
2024
Q1 | $1.05M | Buy |
18,113
+500
| +3% | +$29K | 0.1% | 121 |
|
|
2023
Q4 | $867K | Sell |
17,613
-18
| -0.1% | -$886 | 0.1% | 125 |
|
|
2023
Q3 | $720K | Hold |
17,631
| – | – | 0.09% | 124 |
|
|
2023
Q2 | $752K | Sell |
17,631
-514
| -3% | -$21.9K | 0.09% | 126 |
|
|
2023
Q1 | $678K | Sell |
18,145
-1,050
| -5% | -$39.2K | 0.08% | 128 |
|
|
2022
Q4 | $793K | Sell |
19,195
-7,570
| -28% | -$313K | 0.09% | 127 |
|
|
2022
Q3 | $1.08M | Hold |
26,765
| – | – | 0.15% | 107 |
|
|
2022
Q2 | $1.05M | Sell |
26,765
-3,936
| -13% | -$154K | 0.13% | 108 |
|
|
2022
Q1 | $1.49M | Sell |
30,701
-200
| -0.6% | -$9.69K | 0.17% | 98 |
|
|
2021
Q4 | $1.48M | Sell |
30,901
-2,245
| -7% | -$108K | 0.17% | 98 |
|
|
2021
Q3 | $1.54M | Sell |
33,146
-6,914
| -17% | -$321K | 0.19% | 94 |
|
|
2021
Q2 | $1.81M | Sell |
40,060
-2,550
| -6% | -$115K | 0.21% | 82 |
|
|
2021
Q1 | $1.67M | Sell |
42,610
-13,186
| -24% | -$515K | 0.21% | 83 |
|
|
2020
Q4 | $1.68M | Sell |
55,796
-74,392
| -57% | -$2.25M | 0.23% | 85 |
|
|
2020
Q3 | $3.06M | Sell |
130,188
-84,078
| -39% | -$1.98M | 0.46% | 63 |
|
|
2020
Q2 | $5.49M | Buy |
214,266
+11,285
| +6% | +$289K | 0.87% | 43 |
|
|
2020
Q1 | $5.83M | Buy |
202,981
+4,890
| +2% | +$140K | 1.06% | 34 |
|
|
2019
Q4 | $10.7M | Buy |
198,091
+2,120
| +1% | +$114K | 1.56% | 18 |
|
|
2019
Q3 | $9.89M | Buy |
195,971
+7,500
| +4% | +$378K | 1.51% | 23 |
|
|
2019
Q2 | $8.92M | Buy |
188,471
+12,833
| +7% | +$607K | 1.38% | 25 |
|
|
2019
Q1 | $8.49M | Sell |
175,638
-70,040
| -29% | -$3.38M | 1.34% | 27 |
|
|
2018
Q4 | $11.3M | Sell |
245,678
-17,725
| -7% | -$817K | 1.66% | 25 |
|
|
2018
Q3 | $13.8M | Buy |
263,403
+1,806
| +0.7% | +$94.9K | 1.83% | 22 |
|
|
2018
Q2 | $14.5M | Buy |
261,597
+6,634
| +3% | +$368K | 2.1% | 14 |
|
|
2018
Q1 | $13.4M | Buy |
254,963
+14,301
| +6% | +$750K | 2.02% | 17 |
|
|
2017
Q4 | $14.6M | Sell |
240,662
-1,843
| -0.8% | -$112K | 2.31% | 10 |
|
|
2017
Q3 | $13.4M | Buy |
242,505
+22,440
| +10% | +$1.24M | 2.43% | 10 |
|
|
2017
Q2 | $12.2M | Buy |
220,065
+28,910
| +15% | +$1.6M | 2.39% | 11 |
|
|
2017
Q1 | $10.6M | Buy |
191,155
+1,272
| +0.7% | +$70.8K | 1.95% | 14 |
|
|
2016
Q4 | $10.5M | Sell |
189,883
-9,389
| -5% | -$517K | 2.01% | 16 |
|
|
2016
Q3 | $8.82M | Buy |
199,272
+1,855
| +0.9% | +$82.1K | 1.64% | 25 |
|
|
2016
Q2 | $9.34M | Buy |
197,417
+3,234
| +2% | +$153K | 1.77% | 16 |
|
|
2016
Q1 | $9.39M | Buy |
194,183
+7,980
| +4% | +$386K | 1.82% | 16 |
|
|
2015
Q4 | $10.1M | Buy |
186,203
+2,382
| +1% | +$129K | 2.17% | 11 |
|
|
2015
Q3 | $9.44M | Buy |
183,821
+118,350
| +181% | +$6.08M | 2.11% | 11 |
|
|
2015
Q2 | $3.68M | Sell |
65,471
-380
| -0.6% | -$21.4K | 0.73% | 39 |
|
|
2015
Q1 | $3.58M | Buy |
65,851
+1,425
| +2% | +$77.5K | 0.7% | 38 |
|
|
2014
Q4 | $3.53M | Buy |
64,426
+420
| +0.7% | +$23K | 0.69% | 39 |
|
|
2014
Q3 | $3.32M | Buy |
64,006
+350
| +0.5% | +$18.2K | 0.68% | 39 |
|
|
2014
Q2 | $3.35M | Buy |
63,656
+1,450
| +2% | +$76.2K | 0.7% | 37 |
|
|
2014
Q1 | $3.09M | Buy |
62,206
+865
| +1% | +$43K | 0.68% | 39 |
|
|
2013
Q4 | $2.79M | Buy |
61,341
+1,860
| +3% | +$84.4K | 0.63% | 43 |
|
|
2013
Q3 | $2.46M | Sell |
59,481
-3,115
| -5% | -$129K | 0.63% | 43 |
|
|
2013
Q2 | $2.58M | Buy |
+62,596
| New | +$2.58M | 0.65% | 42 |
|