Steigerwald Gordon & Koch’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
$27M Sell
2025
Q1
$24.3M Sell
2024
Q4
$24M Buy
2024
Q3
$19.1M Buy
2024
Q2
$19.4M Buy
2024
Q1
$18.6M Buy
2023
Q4
$15.7M Buy
2023
Q3
$12.9M Buy
2023
Q2
$13.2M Buy
2023
Q1
$11.3M Buy
2022
Q4
$12.1M Buy
2022
Q3
$11.5M Buy
2022
Q2
$10.8M Buy
2022
Q1
$13.1M Buy
2021
Q4
$12.9M Buy
2021
Q3
$12.4M Buy
2021
Q2
$11.8M Buy
2021
Q1
$9.69M Buy
2020
Q4
$6.99M Buy
2020
Q3
$4.89M Buy
2020
Q2
$4.36M Buy
2020
Q1
$504K Buy