Sand Hill Global 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 | $400K | Buy |
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|
2025
Q1 | $358K | Sell |
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|
2024
Q4 | $436K | Sell |
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|
2024
Q3 | $380K | Hold |
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|
2024
Q2 | $399K | Hold |
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|
2024
Q1 | $389K | Sell |
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|
2023
Q4 | $362K | Buy |
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|
2023
Q3 | $274K | Hold |
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|
2023
Q2 | $287K | Hold |
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|
2023
Q1 | $251K | Hold |
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|
2022
Q4 | $277K | Sell |
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|
2022
Q3 | $279K | Sell |
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|
2022
Q2 | $302K | Buy |
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|
2022
Q1 | $349K | Sell |
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|
2021
Q4 | $392K | Buy |
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|
2021
Q3 | $374K | Buy |
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|
2021
Q2 | $263K | Buy |
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|
2021
Q1 | $221K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $235K | Sell |
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|
2020
Q2 | $258K | Sell |
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|
2020
Q1 | $302K | Sell |
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|
2019
Q4 | $613K | Buy |
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|
2019
Q3 | $525K | Sell |
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|
2019
Q2 | $524K | Sell |
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|
2019
Q1 | $537K | Sell |
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|
2018
Q4 | $556K | Sell |
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|
2018
Q3 | $844K | Sell |
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|
2018
Q2 | $992K | Buy |
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|
2018
Q1 | $933K | Sell |
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|
2017
Q4 | $1.67M | Sell |
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|
2017
Q3 | $1.61M | Buy |
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|
2017
Q2 | $1.11M | Buy |
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|
2017
Q1 | $633K | Sell |
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|
2016
Q4 | $1.2M | Buy |
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|
2016
Q3 | $910K | Sell |
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|
2016
Q2 | $4.89M | Buy |
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|
2016
Q1 | $4.96M | Buy |
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|
2015
Q4 | $5.37M | Sell |
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|
2015
Q3 | $5.19M | Buy |
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|
2015
Q2 | $5.43M | Sell |
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|
2015
Q1 | $5.31M | Sell |
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|
2014
Q4 | $5.56M | Sell |
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|
2014
Q3 | $5.44M | Buy |
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|
2014
Q2 | $5.25M | Sell |
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|
2014
Q1 | $5.07M | Buy |
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|
2013
Q4 | $4.62M | Sell |
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|
2013
Q3 | $5.33M | Buy |
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|
2013
Q2 | $3.75M | Buy |
|