Perpetual Ltd’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 | $782K | Buy |
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|
2025
Q2 | $690K | Sell |
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|
2025
Q1 | $827K | Hold |
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|
2024
Q4 | $809K | Sell |
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|
2024
Q3 | $20.9M | Sell |
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|
2024
Q2 | $39.4M | Buy |
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|
2024
Q1 | $38.1M | Buy |
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|
2023
Q4 | $31.6M | Sell |
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|
2023
Q3 | $47.5M | Buy |
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|
2023
Q2 | $46.6M | Buy |
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|
2023
Q1 | $40.5M | Buy |
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|
2020
Q3 | $9.35M | Buy |
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|
2020
Q2 | $4.2M | Buy |
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|
2020
Q1 | $2.81M | Buy |
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|
2019
Q4 | $1.38M | Hold |
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|
2019
Q3 | $1.29M | Sell |
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|
2019
Q2 | $19.7M | Buy |
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|
2019
Q1 | $14.8M | Sell |
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|
2018
Q4 | $15M | Sell |
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|
2018
Q3 | $25M | Sell |
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|
2018
Q2 | $73M | Sell |
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|
2018
Q1 | $78.2M | Buy |
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|
2017
Q4 | $57.5M | Sell |
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|
2017
Q3 | $62.8M | Sell |
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|
2017
Q2 | $68.8M | Buy |
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|
2017
Q1 | $54.4M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $30.1M | Buy |
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|
2016
Q2 | $22.4M | Buy |
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|
2016
Q1 | $19.3M | Sell |
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|
2015
Q4 | $25.7M | Buy |
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|
2015
Q3 | $19.7M | Sell |
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|
2015
Q2 | $24.6M | Sell |
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|
2015
Q1 | $24M | Buy |
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|
2014
Q4 | $16.1M | Sell |
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|
2014
Q3 | $15.8M | Buy |
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|
2014
Q2 | $14.8M | Sell |
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|
2014
Q1 | $20.6M | Buy |
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|
2013
Q4 | $16.3M | Sell |
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|
2013
Q3 | $14.9M | Sell |
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|
2013
Q2 | $15.7M | Buy |
|