Rothschild & Co Asset Management US’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $101M | Buy |
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|
2022
Q3 | $96.5M | Sell |
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|
2022
Q2 | $100M | Sell |
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|
2022
Q1 | $128M | Buy |
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|
2021
Q4 | $124M | Sell |
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|
2021
Q3 | $122M | Sell |
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|
2021
Q2 | $120M | Buy |
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|
2021
Q1 | $99.1M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $13.3M | Sell |
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|
2019
Q4 | $26.1M | Sell |
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|
2019
Q3 | $24.7M | Sell |
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|
2019
Q2 | $23.5M | Sell |
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|
2019
Q1 | $24.4M | Sell |
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|
2018
Q4 | $23.3M | Sell |
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|
2018
Q3 | $32.8M | Buy |
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|
2018
Q2 | $32.7M | Buy |
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|
2018
Q1 | $30.6M | Sell |
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|
2017
Q4 | $37.3M | Sell |
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|
2017
Q3 | $43.5M | Sell |
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|
2017
Q2 | $44.5M | Sell |
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|
2017
Q1 | $44.7M | Buy |
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|
2016
Q4 | $35.2M | Buy |
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|
2016
Q3 | $19.9M | Sell |
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|
2016
Q2 | $22.5M | Buy |
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|
2016
Q1 | $22.6M | Sell |
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|
2015
Q4 | $26.1M | Sell |
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|
2015
Q3 | $25M | Buy |
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|
2015
Q2 | $26.3M | Sell |
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|
2015
Q1 | $43.8M | Sell |
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|
2014
Q4 | $48.9M | Sell |
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|
2014
Q3 | $77.2M | Buy |
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|
2014
Q2 | $77.5M | Buy |
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|
2014
Q1 | $48.4M | Buy |
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|
2013
Q4 | $18.1M | Sell |
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|
2013
Q3 | $27.8M | Sell |
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|
2013
Q2 | $28M | Buy |
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