Rathbones Group’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 | $9M | Sell |
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|
2025
Q1 | $8.08M | Buy |
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|
2024
Q4 | $7.73M | Sell |
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|
2024
Q3 | $6.25M | Buy |
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|
2024
Q2 | $6.53M | Buy |
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|
2024
Q1 | $6.27M | Sell |
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|
2023
Q4 | $5.48M | Sell |
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|
2023
Q3 | $4.74M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $851K | Hold |
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|
2021
Q4 | $843K | Sell |
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|
2021
Q3 | $853K | Hold |
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|
2021
Q2 | $833K | Sell |
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|
2021
Q1 | $726K | Buy |
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|
2020
Q4 | $545K | Sell |
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|
2020
Q3 | $447K | Hold |
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|
2020
Q2 | $487K | Buy |
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|
2020
Q1 | $540K | Sell |
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|
2019
Q4 | $1.54M | Hold |
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|
2019
Q3 | $1.44M | Sell |
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|
2019
Q2 | $2.39M | Sell |
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|
2019
Q1 | $2.54M | Sell |
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|
2018
Q4 | $2.48M | Buy |
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|
2018
Q3 | $2.8M | Buy |
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|
2018
Q2 | $1.38M | Sell |
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|
2018
Q1 | $1.55M | Sell |
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|
2017
Q4 | $3.65M | Buy |
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|
2017
Q3 | $3.22M | Sell |
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|
2017
Q2 | $3.32M | Buy |
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|
2017
Q1 | $3.18M | Sell |
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|
2016
Q4 | $3.36M | Sell |
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|
2016
Q3 | $11.4M | Sell |
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|
2016
Q2 | $16.9M | Buy |
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|
2016
Q1 | $15.8M | Buy |
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|
2015
Q4 | $15.9M | Buy |
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|
2015
Q3 | $12.8M | Buy |
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|
2015
Q2 | $11.3M | Buy |
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|
2015
Q1 | $10.6M | Sell |
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|
2014
Q4 | $11.8M | Buy |
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|
2014
Q3 | $9.46M | Buy |
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|
2014
Q2 | $9.47M | Buy |
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|
2014
Q1 | $8.81M | Buy |
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|
2013
Q4 | $7.42M | Buy |
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|
2013
Q3 | $6.7M | Buy |
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|
2013
Q2 | $6.1M | Buy |
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