Shell 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
Q2 | $3.74M | Buy |
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|
2025
Q1 | $2.34M | Sell |
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|
2024
Q4 | $2.4M | Sell |
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|
2024
Q3 | $2.03M | Buy |
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|
2024
Q1 | $2.17M | Buy |
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|
2023
Q4 | $1.28M | Sell |
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|
2023
Q3 | $2.6M | Buy |
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|
2023
Q2 | $2.02M | Sell |
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|
2023
Q1 | $2.5M | Buy |
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|
2022
Q4 | $2.75M | Sell |
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|
2022
Q3 | $3.25M | Sell |
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|
2022
Q2 | $3.99M | Buy |
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|
2022
Q1 | $4.89M | Buy |
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|
2021
Q4 | $4.82M | Buy |
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|
2021
Q3 | $3.69M | Sell |
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|
2021
Q2 | $10.4M | Sell |
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|
2021
Q1 | $14.6M | Buy |
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|
2020
Q4 | $11.2M | Buy |
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|
2020
Q3 | $8.62M | Buy |
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|
2020
Q2 | $8.67M | Sell |
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|
2020
Q1 | $13.4M | Sell |
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|
2019
Q4 | $30.5M | Sell |
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|
2019
Q3 | $31.3M | Sell |
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|
2019
Q2 | $30.5M | Buy |
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|
2019
Q1 | $30.6M | Buy |
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|
2018
Q4 | $29.2M | Sell |
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|
2018
Q3 | $37.3M | Sell |
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|
2018
Q2 | $40.5M | Sell |
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|
2018
Q1 | $42.2M | Sell |
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|
2017
Q4 | $51.5M | Buy |
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|
2017
Q3 | $37.9M | Sell |
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|
2017
Q2 | $42.3M | Sell |
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|
2017
Q1 | $46.8M | Sell |
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|
2016
Q4 | $46.7M | Sell |
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|
2016
Q3 | $40M | Buy |
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|
2016
Q2 | $42.5M | Buy |
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|
2016
Q1 | $40.2M | Sell |
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|
2015
Q4 | $47.5M | Sell |
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|
2015
Q3 | $53.6M | Sell |
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|
2015
Q2 | $63.4M | Buy |
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|
2015
Q1 | $59.3M | Sell |
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|
2014
Q4 | $60M | Buy |
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|
2014
Q3 | $53.6M | Sell |
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|
2014
Q2 | $55M | Buy |
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|
2014
Q1 | $42.6M | Buy |
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|
2013
Q4 | $38.8M | Sell |
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|
2013
Q3 | $52M | Sell |
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|
2013
Q2 | $52.5M | Buy |
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