Spectrum Asset Management (California)’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $33M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $264K | Buy |
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|
2022
Q3 | $248K | Sell |
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|
2022
Q2 | $246K | Sell |
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|
2022
Q1 | $598K | Sell |
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|
2021
Q4 | $631K | Sell |
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|
2021
Q3 | $660K | Sell |
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|
2021
Q2 | $781K | Sell |
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|
2021
Q1 | $1.8M | Buy |
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|
2020
Q4 | $1.37M | Sell |
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|
2020
Q3 | $1.25M | Buy |
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|
2020
Q2 | $1.35M | Buy |
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|
2020
Q1 | $1.42M | Buy |
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|
2019
Q4 | $2.31M | Sell |
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|
2019
Q3 | $3.61M | Buy |
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|
2019
Q2 | $3.18M | Hold |
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|
2019
Q1 | $3.24M | Buy |
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|
2018
Q4 | $2.93M | Hold |
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|
2018
Q3 | $3.35M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.1M | Sell |
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|
2015
Q3 | $1.05M | Sell |
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|
2015
Q2 | $1.16M | Sell |
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|
2015
Q1 | $1.15M | Sell |
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|
2014
Q4 | $1.16M | Buy |
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