TD 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 | $55.9K | Buy |
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|
2025
Q1 | $5.15K | Buy |
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|
2024
Q4 | $5.01K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $696 | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $11K | Hold |
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|
2020
Q1 | $12K | Hold |
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|
2019
Q4 | $23K | Hold |
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|
2019
Q3 | $21K | Hold |
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|
2019
Q2 | $20K | Hold |
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|
2019
Q1 | $21K | Sell |
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|
2018
Q4 | $20K | Hold |
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|
2018
Q3 | $23K | Hold |
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|
2018
Q2 | $24K | Hold |
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|
2018
Q1 | $23K | Hold |
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|
2017
Q4 | $26K | Hold |
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|
2017
Q3 | $24K | Hold |
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|
2017
Q2 | $24K | Hold |
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|
2017
Q1 | $24K | Hold |
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|
2016
Q4 | $24K | Sell |
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|
2016
Q3 | $23K | Buy |
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|
2016
Q2 | $20K | Hold |
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|
2016
Q1 | $21K | Hold |
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|
2015
Q4 | $23K | Hold |
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|
2015
Q3 | $22K | Hold |
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|
2015
Q2 | $24K | Hold |
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|
2015
Q1 | $23K | Sell |
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|
2014
Q4 | $109K | Hold |
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|
2014
Q3 | $103K | Hold |
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|
2014
Q2 | $104K | Hold |
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|
2014
Q1 | $99K | Buy |
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|
2013
Q4 | $90K | Buy |
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|
2013
Q3 | $18K | Sell |
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|
2013
Q2 | $30K | Buy |
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