Saturna Capital’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+2,558
| New | +$205K | ﹤0.01% | 153 |
|
|
2016
Q1 | – | Sell |
-2,565
| Closed | -$139K | – | 303 |
|
|
2015
Q4 | $139K | Buy |
2,565
+250
| +11% | +$13.5K | ﹤0.01% | 190 |
|
|
2015
Q3 | $119K | Hold |
2,315
| – | – | ﹤0.01% | 216 |
|
|
2015
Q2 | $130K | Hold |
2,315
| – | – | ﹤0.01% | 226 |
|
|
2015
Q1 | $126K | Hold |
2,315
| – | – | ﹤0.01% | 228 |
|
|
2014
Q4 | $127K | Hold |
2,315
| – | – | ﹤0.01% | 227 |
|
|
2014
Q3 | $120K | Hold |
2,315
| – | – | ﹤0.01% | 277 |
|
|
2014
Q2 | $122K | Hold |
2,315
| – | – | ﹤0.01% | 272 |
|
|
2014
Q1 | $115K | Hold |
2,315
| – | – | ﹤0.01% | 241 |
|
|
2013
Q4 | $105K | Hold |
2,315
| – | – | ﹤0.01% | 248 |
|
|
2013
Q3 | $96K | Hold |
2,315
| – | – | ﹤0.01% | 259 |
|
|
2013
Q2 | $96K | Buy |
+2,315
| New | +$96K | ﹤0.01% | 256 |
|