Southeast Asset Advisors’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 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $383K | Buy |
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|
2019
Q3 | $359K | Buy |
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|
2019
Q2 | $288K | Buy |
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|
2019
Q1 | $294K | Sell |
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|
2018
Q4 | $289K | Buy |
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|
2018
Q3 | $329K | Sell |
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|
2018
Q2 | $390K | Hold |
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|
2018
Q1 | $369K | Hold |
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|
2017
Q4 | $427K | Hold |
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|
2017
Q3 | $388K | Hold |
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|
2017
Q2 | $390K | Sell |
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|
2017
Q1 | $610K | Sell |
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|
2016
Q4 | $1.25M | Sell |
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|
2016
Q3 | $1.08M | Buy |
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|
2016
Q2 | $1.14M | Hold |
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|
2016
Q1 | $1.17M | Sell |
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|
2015
Q4 | $1.6M | Buy |
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|
2015
Q3 | $1.36M | Hold |
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|
2015
Q2 | $1.49M | Hold |
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|
2015
Q1 | $1.44M | Sell |
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|
2014
Q4 | $1.47M | Buy |
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|
2014
Q3 | $1.16M | Hold |
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|
2014
Q2 | $1.18M | Sell |
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|
2014
Q1 | $1.41M | Buy |
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|
2013
Q4 | $1.28M | Buy |
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|
2013
Q3 | $1.07M | Buy |
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|
2013
Q2 | $223K | Buy |
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