Stevens Capital 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 | $5M | Buy |
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|
2025
Q1 | $2.32M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.73M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $394K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $401K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $734K | Sell |
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|
2022
Q1 | $3.04M | Buy |
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|
2021
Q4 | $2.16M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.12M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.98M | Sell |
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|
2018
Q3 | $35.1M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $9.86M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $6.49M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $8.52M | Buy |
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|
2016
Q2 | – | Sell |
|
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|
2016
Q1 | $12.4M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $34.7M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $10M | Sell |
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|
2013
Q3 | $45.3M | Buy |
|