Silvercrest Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Buy |
25,771
+1,115
| +5% | +$89.3K | 0.01% | 547 |
|
|
2025
Q1 | $1.77M | Buy |
24,656
+581
| +2% | +$41.7K | 0.01% | 556 |
|
|
2024
Q4 | $1.69M | Buy |
24,075
+862
| +4% | +$60.5K | 0.01% | 548 |
|
|
2024
Q3 | $1.31M | Sell |
23,213
-5,881
| -20% | -$332K | 0.01% | 543 |
|
|
2024
Q2 | $1.73M | Buy |
29,094
+4
| +0% | +$238 | 0.01% | 543 |
|
|
2024
Q1 | $1.69M | Buy |
29,090
+5,604
| +24% | +$325K | 0.01% | 541 |
|
|
2023
Q4 | $1.16M | Sell |
23,486
-4,931
| -17% | -$243K | 0.01% | 565 |
|
|
2023
Q3 | $1.16M | Buy |
28,417
+52
| +0.2% | +$2.13K | 0.01% | 578 |
|
|
2023
Q2 | $1.21M | Sell |
28,365
-3,219
| -10% | -$137K | 0.01% | 565 |
|
|
2023
Q1 | $1.18M | Sell |
31,584
-446
| -1% | -$16.7K | 0.01% | 552 |
|
|
2022
Q4 | $1.32M | Buy |
32,030
+3,152
| +11% | +$130K | 0.01% | 534 |
|
|
2022
Q3 | $1.16M | Buy |
28,878
+5
| +0% | +$201 | 0.01% | 536 |
|
|
2022
Q2 | $1.13M | Sell |
28,873
-115
| -0.4% | -$4.51K | 0.01% | 556 |
|
|
2022
Q1 | $1.41M | Buy |
28,988
+71
| +0.2% | +$3.44K | 0.01% | 553 |
|
|
2021
Q4 | $1.39M | Buy |
28,917
+480
| +2% | +$23K | 0.01% | 525 |
|
|
2021
Q3 | $1.32M | Buy |
28,437
+340
| +1% | +$15.8K | 0.01% | 533 |
|
|
2021
Q2 | $1.27M | Sell |
28,097
-540
| -2% | -$24.5K | 0.01% | 536 |
|
|
2021
Q1 | $1.12M | Sell |
28,637
-5,744
| -17% | -$224K | 0.01% | 547 |
|
|
2020
Q4 | $1.04M | Sell |
34,381
-3,213
| -9% | -$97K | 0.01% | 532 |
|
|
2020
Q3 | $884K | Sell |
37,594
-19,103
| -34% | -$449K | 0.01% | 531 |
|
|
2020
Q2 | $1.45M | Sell |
56,697
-5,324
| -9% | -$136K | 0.01% | 493 |
|
|
2020
Q1 | $1.78M | Sell |
62,021
-12,537
| -17% | -$360K | 0.02% | 440 |
|
|
2019
Q4 | $4.01M | Buy |
74,558
+5,724
| +8% | +$308K | 0.03% | 395 |
|
|
2019
Q3 | $3.47M | Sell |
68,834
-2,949
| -4% | -$149K | 0.03% | 407 |
|
|
2019
Q2 | $3.4M | Sell |
71,783
-5,655
| -7% | -$268K | 0.03% | 271 |
|
|
2019
Q1 | $3.74M | Sell |
77,438
-1,813
| -2% | -$87.6K | 0.04% | 260 |
|
|
2018
Q4 | $3.65M | Sell |
79,251
-4,981
| -6% | -$230K | 0.04% | 244 |
|
|
2018
Q3 | $4.43M | Sell |
84,232
-4,060
| -5% | -$213K | 0.04% | 241 |
|
|
2018
Q2 | $4.9M | Sell |
88,292
-12,942
| -13% | -$718K | 0.05% | 242 |
|
|
2018
Q1 | $5.31M | Sell |
101,234
-2,205
| -2% | -$116K | 0.05% | 227 |
|
|
2017
Q4 | $6.28M | Buy |
103,439
+968
| +0.9% | +$58.7K | 0.06% | 215 |
|
|
2017
Q3 | $5.65M | Sell |
102,471
-5,656
| -5% | -$312K | 0.06% | 218 |
|
|
2017
Q2 | $5.99M | Sell |
108,127
-3,962
| -4% | -$220K | 0.06% | 208 |
|
|
2017
Q1 | $6.24M | Buy |
112,089
+88
| +0.1% | +$4.9K | 0.07% | 204 |
|
|
2016
Q4 | $6.17M | Sell |
112,001
-1,070
| -0.9% | -$59K | 0.07% | 196 |
|
|
2016
Q3 | $5.01M | Sell |
113,071
-8,173
| -7% | -$362K | 0.06% | 216 |
|
|
2016
Q2 | $5.74M | Buy |
121,244
+3,038
| +3% | +$144K | 0.07% | 201 |
|
|
2016
Q1 | $5.72M | Sell |
118,206
-11,434
| -9% | -$553K | 0.08% | 193 |
|
|
2015
Q4 | $7.05M | Buy |
129,640
+32,587
| +34% | +$1.77M | 0.1% | 183 |
|
|
2015
Q3 | $4.98M | Sell |
97,053
-29,112
| -23% | -$1.5M | 0.08% | 195 |
|
|
2015
Q2 | $7.1M | Buy |
126,165
+48,816
| +63% | +$2.75M | 0.09% | 187 |
|
|
2015
Q1 | $4.21M | Sell |
77,349
-13,704
| -15% | -$745K | 0.06% | 214 |
|
|
2014
Q4 | $4.99M | Buy |
91,053
+2,433
| +3% | +$133K | 0.07% | 201 |
|
|
2014
Q3 | $4.6M | Buy |
88,620
+402
| +0.5% | +$20.9K | 0.07% | 210 |
|
|
2014
Q2 | $4.64M | Buy |
88,218
+3,478
| +4% | +$183K | 0.07% | 211 |
|
|
2014
Q1 | $4.22M | Sell |
84,740
-745
| -0.9% | -$37.1K | 0.07% | 202 |
|
|
2013
Q4 | $3.88M | Hold |
85,485
| – | – | 0.06% | 208 |
|
|
2013
Q3 | $3.53M | Buy |
85,485
+730
| +0.9% | +$30.2K | 0.07% | 203 |
|
|
2013
Q2 | $3.5M | Buy |
+84,755
| New | +$3.5M | 0.07% | 194 |
|