TAM
Tocqueville Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Buy |
144,957
+155
| +0.1% | +$12.4K | 0.18% | 138 |
|
|
2025
Q1 | $10.4M | Sell |
144,802
-2,513
| -2% | -$180K | 0.17% | 128 |
|
|
2024
Q4 | $10.3M | Sell |
147,315
-3,520
| -2% | -$247K | 0.16% | 133 |
|
|
2024
Q3 | $8.52M | Buy |
150,835
+138,633
| +1,136% | +$7.83M | 0.13% | 146 |
|
|
2024
Q2 | $725K | Buy |
12,202
+1,141
| +10% | +$67.8K | 0.01% | 366 |
|
|
2024
Q1 | $641K | Buy |
11,061
+1,295
| +13% | +$75.1K | 0.01% | 378 |
|
|
2023
Q4 | $481K | Sell |
9,766
-984
| -9% | -$48.4K | 0.01% | 408 |
|
|
2023
Q3 | $439K | Sell |
10,750
-2,660
| -20% | -$109K | 0.01% | 411 |
|
|
2023
Q2 | $572K | Sell |
13,410
-1,847
| -12% | -$78.8K | 0.01% | 394 |
|
|
2023
Q1 | $570K | Buy |
15,257
+321
| +2% | +$12K | 0.01% | 401 |
|
|
2022
Q4 | $617K | Buy |
14,936
+118
| +0.8% | +$4.87K | 0.01% | 424 |
|
|
2022
Q3 | $596K | Buy |
14,818
+402
| +3% | +$16.2K | 0.01% | 427 |
|
|
2022
Q2 | $565K | Sell |
14,416
-86,224
| -86% | -$3.38M | 0.01% | 476 |
|
|
2022
Q1 | $4.88M | Sell |
100,640
-68,185
| -40% | -$3.3M | 0.07% | 234 |
|
|
2021
Q4 | $8.1M | Sell |
168,825
-1,810
| -1% | -$86.8K | 0.11% | 185 |
|
|
2021
Q3 | $7.92M | Buy |
170,635
+17,180
| +11% | +$797K | 0.12% | 183 |
|
|
2021
Q2 | $6.95M | Sell |
153,455
-10,050
| -6% | -$455K | 0.1% | 215 |
|
|
2021
Q1 | $6.39M | Sell |
163,505
-3,425
| -2% | -$134K | 0.1% | 223 |
|
|
2020
Q4 | $5.04M | Buy |
166,930
+10,700
| +7% | +$323K | 0.08% | 234 |
|
|
2020
Q3 | $3.67M | Buy |
156,230
+9,839
| +7% | +$231K | 0.07% | 238 |
|
|
2020
Q2 | $3.75M | Buy |
146,391
+14,995
| +11% | +$384K | 0.08% | 232 |
|
|
2020
Q1 | $3.77M | Buy |
131,396
+104,360
| +386% | +$3M | 0.09% | 200 |
|
|
2019
Q4 | $1.46M | Buy |
27,036
+6,283
| +30% | +$338K | 0.02% | 396 |
|
|
2019
Q3 | $1.05M | Sell |
20,753
-4,941
| -19% | -$249K | 0.01% | 460 |
|
|
2019
Q2 | $1.22M | Sell |
25,694
-132,771
| -84% | -$6.28M | 0.02% | 453 |
|
|
2019
Q1 | $7.66M | Sell |
158,465
-6,474
| -4% | -$313K | 0.1% | 214 |
|
|
2018
Q4 | $7.6M | Sell |
164,939
-11,025
| -6% | -$508K | 0.11% | 197 |
|
|
2018
Q3 | $9.25M | Sell |
175,964
-224,375
| -56% | -$11.8M | 0.12% | 199 |
|
|
2018
Q2 | $22.2M | Sell |
400,339
-98,519
| -20% | -$5.46M | 0.28% | 107 |
|
|
2018
Q1 | $26.1M | Buy |
498,858
+158,637
| +47% | +$8.31M | 0.33% | 94 |
|
|
2017
Q4 | $20.6M | Sell |
340,221
-1,100
| -0.3% | -$66.7K | 0.23% | 117 |
|
|
2017
Q3 | $18.8M | Sell |
341,321
-2,284
| -0.7% | -$126K | 0.22% | 125 |
|
|
2017
Q2 | $19M | Sell |
343,605
-71,008
| -17% | -$3.93M | 0.23% | 128 |
|
|
2017
Q1 | $23.1M | Buy |
414,613
+21,987
| +6% | +$1.22M | 0.28% | 99 |
|
|
2016
Q4 | $21.6M | Sell |
392,626
-46,587
| -11% | -$2.57M | 0.28% | 101 |
|
|
2016
Q3 | $19.4M | Sell |
439,213
-92,674
| -17% | -$4.1M | 0.23% | 109 |
|
|
2016
Q2 | $25.2M | Buy |
531,887
+8,120
| +2% | +$384K | 0.3% | 79 |
|
|
2016
Q1 | $25.3M | Buy |
523,767
+96,691
| +23% | +$4.68M | 0.34% | 86 |
|
|
2015
Q4 | $23.2M | Sell |
427,076
-8,360
| -2% | -$454K | 0.31% | 95 |
|
|
2015
Q3 | $22.4M | Sell |
435,436
-6,788
| -2% | -$349K | 0.3% | 106 |
|
|
2015
Q2 | $24.9M | Sell |
442,224
-2,092
| -0.5% | -$118K | 0.29% | 109 |
|
|
2015
Q1 | $24.2M | Sell |
444,316
-4,489
| -1% | -$244K | 0.28% | 112 |
|
|
2014
Q4 | $24.6M | Sell |
448,805
-14,206
| -3% | -$779K | 0.26% | 120 |
|
|
2014
Q3 | $24M | Buy |
463,011
+3,027
| +0.7% | +$157K | 0.27% | 124 |
|
|
2014
Q2 | $24.2M | Buy |
459,984
+1,188
| +0.3% | +$62.4K | 0.24% | 131 |
|
|
2014
Q1 | $22.8M | Buy |
458,796
+2,006
| +0.4% | +$99.8K | 0.3% | 102 |
|
|
2013
Q4 | $20.7M | Buy |
456,790
+94,513
| +26% | +$4.29M | 0.28% | 110 |
|
|
2013
Q3 | $15M | Buy |
362,277
+8,326
| +2% | +$344K | 0.19% | 153 |
|
|
2013
Q2 | $14.6M | Buy |
+353,951
| New | +$14.6M | 0.2% | 142 |
|