Ramsay Stattman Vela & Price’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $213K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $253K | Sell |
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|
2022
Q3 | $255K | Hold |
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|
2022
Q2 | $248K | Hold |
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|
2022
Q1 | $307K | Sell |
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|
2021
Q4 | $440K | Sell |
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|
2021
Q3 | $1.25M | Sell |
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|
2021
Q2 | $1.41M | Sell |
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|
2021
Q1 | $1.27M | Sell |
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|
2020
Q4 | $997K | Sell |
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|
2020
Q3 | $931K | Sell |
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|
2020
Q2 | $1.18M | Sell |
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|
2020
Q1 | $2.72M | Sell |
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|
2019
Q4 | $5.65M | Buy |
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|
2019
Q3 | $5.28M | Buy |
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|
2019
Q2 | $4.89M | Sell |
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|
2019
Q1 | $5.06M | Buy |
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|
2018
Q4 | $4.73M | Sell |
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|
2018
Q3 | $5.4M | Sell |
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|
2018
Q2 | $5.8M | Sell |
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|
2018
Q1 | $5.56M | Buy |
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|
2017
Q4 | $6.34M | Sell |
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|
2017
Q3 | $5.97M | Buy |
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|
2017
Q2 | $5.81M | Buy |
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|
2017
Q1 | $5.6M | Sell |
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|
2016
Q4 | $5.64M | Buy |
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|
2016
Q3 | $4.41M | Sell |
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|
2016
Q2 | $4.72M | Buy |
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|
2016
Q1 | $4.23M | Buy |
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|
2015
Q4 | $4.28M | Buy |
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|
2015
Q3 | $536K | Buy |
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|
2015
Q2 | $564K | Hold |
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|
2015
Q1 | $545K | Hold |
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|
2014
Q4 | $549K | Hold |
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|
2014
Q3 | $520K | Sell |
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|
2014
Q2 | $529K | Buy |
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|
2014
Q1 | $426K | Buy |
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|
2013
Q4 | $338K | Sell |
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|
2013
Q3 | $318K | Sell |
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|
2013
Q2 | $328K | Buy |
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