TOBAM’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 | $65K | Sell |
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|
2025
Q1 | $252K | Sell |
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|
2024
Q4 | $717K | Sell |
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|
2024
Q3 | $739K | Buy |
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|
2024
Q2 | $683K | Sell |
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|
2024
Q1 | $908K | Sell |
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|
2023
Q4 | $805K | Sell |
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|
2023
Q3 | $735K | Sell |
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|
2023
Q2 | $898K | Sell |
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|
2023
Q1 | $787K | Hold |
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|
2022
Q4 | $869K | Buy |
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|
2022
Q3 | $781K | Sell |
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|
2022
Q2 | $790K | Buy |
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|
2022
Q1 | $922K | Buy |
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|
2021
Q4 | $591K | Sell |
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|
2021
Q3 | $657K | Hold |
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|
2021
Q2 | $641K | Hold |
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|
2021
Q1 | $553K | Hold |
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|
2020
Q4 | $427K | Buy |
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|
2020
Q3 | $312K | Buy |
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