Rothschild & Co Wealth Management (UK)’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
Q4 | – | Sell |
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|
2023
Q3 | $9.37M | Buy |
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|
2023
Q2 | $8.61M | Buy |
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|
2023
Q1 | $6.8M | Buy |
|
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|
2022
Q4 | $7.17M | Buy |
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|
2022
Q3 | $6.97M | Sell |
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|
2022
Q2 | $9.68M | Sell |
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|
2022
Q1 | $356M | Sell |
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|
2021
Q4 | $529M | Sell |
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|
2021
Q3 | $512M | Buy |
|
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|
2021
Q2 | $488M | Buy |
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|
2021
Q1 | $416M | Buy |
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|
2020
Q4 | $310M | Sell |
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|
2020
Q3 | $242M | Sell |
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|
2020
Q2 | $265M | Buy |
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|
2020
Q1 | $291M | Buy |
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|
2019
Q4 | $450M | Sell |
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|
2019
Q3 | $423M | Sell |
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|
2019
Q2 | $398M | Buy |
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|
2019
Q1 | $329M | Buy |
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|
2018
Q4 | $314M | Buy |
|
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|
2018
Q3 | $344M | Sell |
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|
2018
Q2 | $364M | Buy |
|
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|
2018
Q1 | $283M | Buy |
|
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|
2017
Q4 | $310M | Buy |
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|
2017
Q3 | $281M | Buy |
|
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|
2017
Q2 | $268M | Buy |
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|
2017
Q1 | $256M | Buy |
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|
2016
Q4 | $249M | Buy |
|
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|
2016
Q3 | $196M | Buy |
|
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|
2016
Q2 | $207M | Sell |
|
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|
2016
Q1 | $213M | Buy |
|
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|
2015
Q4 | $192M | Buy |
|
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|
2015
Q3 | $166M | Buy |
|
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|
2015
Q2 | $177M | Buy |
|
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|
2015
Q1 | $166M | Buy |
|
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|
2014
Q4 | $159M | Buy |
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|
2014
Q3 | $143M | Buy |
|
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|
2014
Q2 | $140M | Buy |
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|
2014
Q1 | $120M | Buy |
|