Quilter Plc’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 | $1.25M | Sell |
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|
2025
Q2 | $1.23M | Hold |
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|
2025
Q1 | $1.1M | Hold |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $972K | Sell |
|
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $1.07M | Sell |
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|
2023
Q4 | $920K | Buy |
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|
2023
Q3 | $18.5M | Buy |
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|
2023
Q2 | $18.3M | Sell |
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|
2023
Q1 | $18.6M | Sell |
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|
2022
Q4 | $809K | Hold |
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|
2022
Q3 | $787K | Sell |
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|
2022
Q2 | $779K | Buy |
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|
2022
Q1 | $944K | Hold |
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|
2021
Q4 | $989K | Sell |
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|
2021
Q3 | $2.21M | Sell |
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|
2021
Q2 | $2.26M | Sell |
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|
2021
Q1 | $2.13M | Sell |
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|
2020
Q4 | $1.73M | Sell |
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|
2020
Q3 | $1.4M | Sell |
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|
2020
Q2 | $2.18M | Sell |
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|
2020
Q1 | $2.64M | Sell |
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|
2019
Q4 | $8.01M | Buy |
|