Thompson Davis & Co’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 | $309K | Buy |
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|
2018
Q3 | $7K | Hold |
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|
2018
Q2 | $7K | Sell |
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|
2018
Q1 | $12K | Sell |
|
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|
2017
Q4 | $183K | Sell |
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|
2017
Q3 | $203K | Sell |
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|
2017
Q2 | $239K | Buy |
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|
2017
Q1 | $150K | Sell |
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|
2016
Q4 | $155K | Buy |
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|
2016
Q3 | $105K | Sell |
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|
2016
Q2 | $113K | Buy |
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|
2016
Q1 | $70K | Sell |
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|
2015
Q4 | $139K | Sell |
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|
2015
Q3 | $172K | Sell |
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|
2015
Q2 | $322K | Buy |
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|
2015
Q1 | $175K | Buy |
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|
2014
Q4 | $104K | Sell |
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|
2014
Q3 | $106K | Buy |
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|
2014
Q2 | $25K | Sell |
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|
2014
Q1 | $867K | Buy |
|