SVB Wealth’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 | $1.05M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $3.49M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $3.13M | Sell |
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|
2024
Q1 | $3.47M | Sell |
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|
2023
Q4 | $3.01M | Buy |
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|
2023
Q3 | $2.43M | Sell |
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|
2023
Q2 | $2.81M | Sell |
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|
2023
Q1 | $2.72M | Sell |
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|
2022
Q4 | $3.16M | Sell |
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|
2022
Q3 | $3.31M | Buy |
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|
2022
Q2 | $2.18M | Buy |
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|
2022
Q1 | $2.57M | Buy |
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|
2021
Q4 | $2.42M | Buy |
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|
2021
Q3 | $2M | Sell |
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|
2021
Q2 | $1.98M | Sell |
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|
2021
Q1 | $1.73M | Buy |
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|
2020
Q4 | $1.3M | Sell |
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|
2020
Q3 | $1.11M | Sell |
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|
2020
Q2 | $1.59M | Sell |
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|
2020
Q1 | $3.41M | Sell |
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|
2019
Q4 | $8.63M | Sell |
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|
2019
Q3 | $9.02M | Sell |
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|
2019
Q2 | $10.6M | Sell |
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|
2019
Q1 | $12.2M | Buy |
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|
2018
Q4 | $10.9M | Sell |
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|
2018
Q3 | $14.3M | Sell |
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|
2018
Q2 | $25.8M | Sell |
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|
2018
Q1 | $30.5M | Sell |
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|
2017
Q4 | $36.7M | Sell |
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|
2017
Q3 | $34M | Sell |
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|
2017
Q2 | $34.6M | Buy |
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|
2017
Q1 | $33.2M | Sell |
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|
2016
Q4 | $33.6M | Sell |
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|
2016
Q3 | $27.9M | Sell |
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|
2016
Q2 | $31.1M | Sell |
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|
2016
Q1 | $32.8M | Buy |
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|
2015
Q4 | $36.4M | Buy |
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|
2015
Q3 | $34.2M | Sell |
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|
2015
Q2 | $40.2M | Sell |
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|
2015
Q1 | $39.8M | Sell |
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|
2014
Q4 | $41.1M | Buy |
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