TAM
Todd Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.5M | Sell |
355,786
-4,776
| -1% | -$383K | 0.61% | 86 |
|
|
2025
Q1 | $25.9M | Sell |
360,562
-56,753
| -14% | -$4.07M | 0.61% | 80 |
|
|
2024
Q4 | $29.3M | Buy |
417,315
+67,148
| +19% | +$4.72M | 0.7% | 65 |
|
|
2024
Q3 | $19.8M | Buy |
+350,167
| New | +$19.8M | 0.46% | 103 |
|
|
2016
Q3 | – | Sell |
-724,018
| Closed | -$34.3M | – | 225 |
|
|
2016
Q2 | $34.3M | Sell |
724,018
-54,880
| -7% | -$2.6M | 1.09% | 19 |
|
|
2016
Q1 | $37.7M | Sell |
778,898
-15,520
| -2% | -$751K | 1.12% | 21 |
|
|
2015
Q4 | $43.2M | Sell |
794,418
-32,789
| -4% | -$1.78M | 1.31% | 18 |
|
|
2015
Q3 | $42.5M | Sell |
827,207
-23,812
| -3% | -$1.22M | 1.33% | 16 |
|
|
2015
Q2 | $47.9M | Sell |
851,019
-6,695
| -0.8% | -$377K | 1.3% | 19 |
|
|
2015
Q1 | $46.7M | Sell |
857,714
-4,375
| -0.5% | -$238K | 1.3% | 24 |
|
|
2014
Q4 | $47.3M | Sell |
862,089
-1,838
| -0.2% | -$101K | 1.32% | 23 |
|
|
2014
Q3 | $44.8M | Sell |
863,927
-40,426
| -4% | -$2.1M | 1.28% | 22 |
|
|
2014
Q2 | $47.5M | Sell |
904,353
-15,135
| -2% | -$795K | 1.35% | 20 |
|
|
2014
Q1 | $45.7M | Sell |
919,488
-63,893
| -6% | -$3.18M | 1.32% | 23 |
|
|
2013
Q4 | $44.6M | Sell |
983,381
-81,001
| -8% | -$3.68M | 1.29% | 29 |
|
|
2013
Q3 | $44M | Sell |
1,064,382
-13,968
| -1% | -$577K | 1.35% | 25 |
|
|
2013
Q2 | $44.5M | Buy |
+1,078,350
| New | +$44.5M | 1.45% | 19 |
|