SSI Investment Management’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 | $325K | Sell |
|
|||||
|
2025
Q1 | $493K | Sell |
|
|||||
|
2024
Q4 | $482K | Sell |
|
|||||
|
2024
Q3 | $388K | Sell |
|
|||||
|
2024
Q2 | $408K | Sell |
|
|||||
|
2024
Q1 | $399K | Sell |
|
|||||
|
2023
Q4 | $340K | Sell |
|
|||||
|
2023
Q3 | $283K | Sell |
|
|||||
|
2023
Q2 | $303K | Sell |
|
|||||
|
2023
Q1 | $312K | Sell |
|
|||||
|
2022
Q4 | $425K | Sell |
|
|||||
|
2022
Q3 | $414K | Buy |
|
|||||
|
2022
Q2 | $404K | Sell |
|
|||||
|
2022
Q1 | $503K | Sell |
|
|||||
|
2021
Q4 | $503K | Sell |
|
|||||
|
2021
Q3 | $488K | Buy |
|
|||||
|
2021
Q2 | $474K | Sell |
|
|||||
|
2021
Q1 | $411K | Sell |
|
|||||
|
2020
Q4 | $318K | Sell |
|
|||||
|
2020
Q3 | $247K | Sell |
|
|||||
|
2020
Q2 | $278K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $508K | Sell |
|
|||||
|
2019
Q3 | $479K | Buy |
|
|||||
|
2019
Q2 | $376K | Sell |
|
|||||
|
2019
Q1 | $385K | Sell |
|
|||||
|
2018
Q4 | $368K | Sell |
|
|||||
|
2018
Q3 | $420K | Sell |
|
|||||
|
2018
Q2 | $443K | Sell |
|
|||||
|
2018
Q1 | $497K | Sell |
|
|||||
|
2017
Q4 | $582K | Sell |
|
|||||
|
2017
Q3 | $582K | Buy |
|
|||||
|
2017
Q2 | $532K | Sell |
|
|||||
|
2017
Q1 | $544K | Sell |
|
|||||
|
2016
Q4 | $538K | Sell |
|
|||||
|
2016
Q3 | $596K | Sell |
|
|||||
|
2016
Q2 | $647K | Buy |
|
|||||
|
2016
Q1 | $648K | Sell |
|
|||||
|
2015
Q4 | $725K | Hold |
|
|||||
|
2015
Q3 | $687K | Hold |
|
|||||
|
2015
Q2 | $753K | Sell |
|
|||||
|
2015
Q1 | $793K | Sell |
|
|||||
|
2014
Q4 | $1.13M | Buy |
|
|||||
|
2014
Q3 | $597K | Hold |
|
|||||
|
2014
Q2 | $605K | Sell |
|
|||||
|
2014
Q1 | $580K | Sell |
|
|||||
|
2013
Q4 | $2.07M | Buy |
|
|||||
|
2013
Q3 | $1.64M | Sell |
|
|||||
|
2013
Q2 | $1.65M | Buy |
|