Pointe 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 | $1M | Buy |
|
|||||
|
2025
Q1 | $895K | Hold |
|
|||||
|
2024
Q4 | $875K | Buy |
|
|||||
|
2024
Q3 | $695K | Sell |
|
|||||
|
2024
Q2 | $825K | Buy |
|
|||||
|
2024
Q1 | $803K | Hold |
|
|||||
|
2023
Q4 | $682K | Buy |
|
|||||
|
2023
Q3 | $560K | Buy |
|
|||||
|
2023
Q2 | $448K | Sell |
|
|||||
|
2023
Q1 | $406K | Sell |
|
|||||
|
2022
Q4 | $451K | Hold |
|
|||||
|
2022
Q3 | $439K | Sell |
|
|||||
|
2022
Q2 | $432K | Hold |
|
|||||
|
2022
Q1 | $534K | Buy |
|
|||||
|
2021
Q4 | $207K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $326K | Hold |
|
|||||
|
2019
Q4 | $612K | Hold |
|
|||||
|
2019
Q3 | $574K | Sell |
|
|||||
|
2019
Q2 | $819K | Sell |
|
|||||
|
2019
Q1 | $848K | Sell |
|
|||||
|
2018
Q4 | $815K | Sell |
|
|||||
|
2018
Q3 | $944K | Buy |
|
|||||
|
2018
Q2 | $935K | Buy |
|
|||||
|
2018
Q1 | $881K | Sell |
|
|||||
|
2017
Q4 | $1.05M | Sell |
|
|||||
|
2017
Q3 | $988K | Buy |
|
|||||
|
2017
Q2 | $986K | Sell |
|
|||||
|
2017
Q1 | $1.06M | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $875K | Sell |
|
|||||
|
2016
Q2 | $952K | Sell |
|
|||||
|
2016
Q1 | $1.01M | Buy |
|
|||||
|
2015
Q4 | $1.13M | Buy |
|
|||||
|
2015
Q3 | $965K | Sell |
|
|||||
|
2015
Q2 | $1.07M | Buy |
|
|||||
|
2015
Q1 | $857K | Buy |
|