Sequent Asset Management’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
Q3 | $526K | Hold |
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|
2025
Q2 | $503K | Sell |
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|
2025
Q1 | $485K | Sell |
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|
2024
Q4 | $477K | Sell |
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|
2024
Q3 | $386K | Sell |
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|
2024
Q2 | $420K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $753K | Sell |
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|
2021
Q2 | $758K | Sell |
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|
2021
Q1 | $697K | Sell |
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|
2020
Q4 | $939K | Sell |
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|
2020
Q3 | $1.17M | Sell |
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|
2020
Q2 | $1.3M | Hold |
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|
2020
Q1 | $1.45M | Sell |
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|
2019
Q4 | $2.77M | Buy |
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|
2019
Q3 | $1.85M | Hold |
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|
2019
Q2 | $1.74M | Sell |
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|
2019
Q1 | $1.89M | Sell |
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|
2018
Q4 | $1.97M | Sell |
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|
2018
Q3 | $2.3M | Sell |
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|
2018
Q2 | $2.43M | Buy |
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|
2018
Q1 | $2.02M | Buy |
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|
2017
Q4 | $2.19M | Buy |
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|
2017
Q3 | $1.98M | Sell |
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|
2017
Q2 | $1.99M | Sell |
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|
2017
Q1 | $2.11M | Buy |
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|
2016
Q4 | $2.08M | Hold |
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|
2016
Q3 | $1.67M | Hold |
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|
2016
Q2 | $1.79M | Sell |
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|
2016
Q1 | $1.88M | Buy |
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|
2015
Q4 | $2.11M | Buy |
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|
2015
Q3 | $1.9M | Sell |
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|
2015
Q2 | $2.13M | Sell |
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|
2015
Q1 | $2.1M | Sell |
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|
2014
Q4 | $2.29M | Sell |
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|
2014
Q3 | $2.18M | Sell |
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|
2014
Q2 | $2.22M | Buy |
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|
2014
Q1 | $2.01M | Sell |
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|
2013
Q4 | $1.86M | Buy |
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|
2013
Q3 | $1.67M | Buy |
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|
2013
Q2 | $1.63M | Buy |
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