Somerset Group’s Wells Fargo WFC Stock Holding History

Somerset Group’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.81M	Hold
2025 Q1	$3.41M	Sell
2024 Q4	$3.35M	Hold
2024 Q3	$2.69M	Hold
2024 Q2	$2.83M	Hold
2024 Q1	$2.76M	Hold
2023 Q4	$2.34M	Hold
2023 Q3	$1.95M	Hold
2023 Q2	$2.03M	Hold
2023 Q1	$1.78M	Hold
2022 Q4	$1.97M	Sell
2022 Q3	$1.92M	Hold
2022 Q2	$1.87M	Hold
2022 Q1	$2.32M	Hold
2021 Q4	$2.3M	Sell
2021 Q3	$2.27M	Hold
2021 Q2	$2.22M	Hold
2021 Q1	$1.92M	Sell
2020 Q4	$1.5M	Hold
2020 Q3	$1.17M	Sell
2020 Q2	$1.53M	Hold
2020 Q1	$1.72M	Hold
2019 Q4	$3.22M	Sell
2019 Q3	$3.05M	Sell
2019 Q2	$2.9M	Hold
2019 Q1	$2.96M	Hold
2018 Q4	$2.82M	Sell
2018 Q3	$3.25M	Hold
2018 Q2	$3.43M	Hold
2018 Q1	$3.25M	Sell
2017 Q4	$4.36M	Sell
2017 Q3	$3.98M	Hold
2017 Q2	$4M	Hold
2017 Q1	$4.01M	Sell
2016 Q4	$3.98M	Sell
2016 Q3	$3.24M	Buy
2016 Q2	$3.45M	Sell
2016 Q1	$3.54M	Sell
2015 Q4	$4.13M	Sell
2015 Q3	$3.92M	Buy
2015 Q2	$4.28M	Sell
2015 Q1	$4.21M	Hold
2014 Q4	$4.24M	Sell
2014 Q3	$4.05M	Hold
2014 Q2	$4.1M	Sell
2014 Q1	$3.89M	Hold
2013 Q4	$3.55M	Sell
2013 Q3	$3.43M	Sell
2013 Q2	$3.62M	Buy