Richard Bernstein Advisors’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 | $5.54M | Sell |
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|
2025
Q1 | $4.97M | Sell |
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|
2024
Q4 | $5.08M | Hold |
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|
2024
Q3 | $4.08M | Sell |
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|
2024
Q2 | $5.18M | Hold |
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|
2024
Q1 | $5.05M | Hold |
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|
2023
Q4 | $4.29M | Buy |
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|
2023
Q3 | $3.56M | Hold |
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|
2023
Q2 | $3.72M | Hold |
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|
2023
Q1 | $3.26M | Hold |
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|
2022
Q4 | $3.6M | Sell |
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|
2022
Q3 | $5.3M | Sell |
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|
2022
Q2 | $5.91M | Buy |
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|
2022
Q1 | $7.31M | Hold |
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|
2021
Q4 | $7.23M | Hold |
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|
2021
Q3 | $7M | Buy |
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|
2021
Q2 | $6.54M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $6.98M | Sell |
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|
2019
Q3 | $8.04M | Sell |
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|
2019
Q2 | $8.54M | Sell |
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|
2019
Q1 | $9.14M | Sell |
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|
2018
Q4 | $10.3M | Hold |
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|
2018
Q3 | $11.8M | Hold |
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|
2018
Q2 | $12.4M | Buy |
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|
2018
Q1 | $11.1M | Buy |
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|
2017
Q4 | $4.69M | Buy |
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|
2017
Q3 | $2.94M | Hold |
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|
2017
Q2 | $2.96M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $8.4M | Hold |
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|
2016
Q1 | $8.59M | Buy |
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|
2015
Q4 | $9.15M | Hold |
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|
2015
Q3 | $8.64M | Buy |
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|
2015
Q2 | $8.64M | Buy |
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|
2015
Q1 | $7.73M | Hold |
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|
2014
Q4 | $7.79M | Hold |
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|
2014
Q3 | $7.37M | Hold |
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|
2014
Q2 | $7.47M | Hold |
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|
2014
Q1 | $7.07M | Buy |
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|
2013
Q4 | $3.63M | Buy |
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|
2013
Q3 | $3.07M | Hold |
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|
2013
Q2 | $3.07M | Buy |
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