Sit Investment Associates’s Wells Fargo WFC Stock Holding History

Sit Investment Associates’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.3M	Buy	+28,700	New	+$2.3M	0.05%	294
2023 Q2	–	Sell	-128,900	Closed	-$4.82M	–	557
2023 Q1	$4.82M	Sell	128,900 -54,400	-30%	-$2.03M	0.13%	191
2022 Q4	$7.57M	Sell	183,300 -45,325	-20%	-$1.87M	0.21%	141
2022 Q3	$9.2M	Buy	228,625 +52,300	+30%	+$2.1M	0.27%	106
2022 Q2	$6.91M	Buy	+176,325	New	+$6.91M	0.21%	136
2020 Q1	–	Sell	-375	Closed	-$20K	–	562
2019 Q4	$20K	Hold	375	–	–	﹤0.01%	510
2019 Q3	$19K	Sell	375 -6,150	-94%	-$312K	﹤0.01%	514
2019 Q2	$309K	Hold	6,525	–	–	0.01%	419
2019 Q1	$315K	Buy	6,525 +1,610	+33%	+$77.7K	0.01%	424
2018 Q4	$226K	Buy	4,915 +2,200	+81%	+$101K	0.01%	449
2018 Q3	$143K	Buy	+2,715	New	+$143K	﹤0.01%	485
2018 Q1	–	Sell	-27,975	Closed	-$1.7M	–	599
2017 Q4	$1.7M	Sell	27,975 -2,445	-8%	-$148K	0.04%	313
2017 Q3	$1.68M	Hold	30,420	–	–	0.04%	302
2017 Q2	$1.69M	Sell	30,420 -350	-1%	-$19.4K	0.04%	294
2017 Q1	$1.71M	Sell	30,770 -275	-0.9%	-$15.3K	0.04%	301
2016 Q4	$1.71M	Sell	31,045 -28,475	-48%	-$1.57M	0.04%	274
2016 Q3	$2.64M	Sell	59,520 -750,680	-93%	-$33.2M	0.07%	222
2016 Q2	$38.3M	Sell	810,200 -714,270	-47%	-$33.8M	1.02%	18
2016 Q1	$73.7M	Sell	1,524,470 -82,990	-5%	-$4.01M	1.35%	12
2015 Q4	$87.4M	Buy	1,607,460 +823,485	+105%	+$44.8M	1.64%	6
2015 Q3	$40.3M	Buy	783,975 +752,550	+2,395%	+$38.6M	0.75%	46
2015 Q2	$1.77M	Buy	31,425 +850	+3%	+$47.8K	0.03%	258
2015 Q1	$1.66M	Hold	30,575	–	–	0.03%	261
2014 Q4	$1.68M	Hold	30,575	–	–	0.03%	282
2014 Q3	$1.59M	Sell	30,575 -1,570	-5%	-$81.4K	0.03%	294
2014 Q2	$1.69M	Sell	32,145 -350	-1%	-$18.4K	0.03%	302
2014 Q1	$1.62M	Sell	32,495 -2,800	-8%	-$139K	0.03%	313
2013 Q4	$1.6M	Sell	35,295 -1,014,770	-97%	-$46.1M	0.03%	316
2013 Q3	$43.4M	Sell	1,050,065 -8,230	-0.8%	-$340K	0.83%	36
2013 Q2	$43.7M	Buy	+1,058,295	New	+$43.7M	0.88%	34