Trust Asset 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 | $3.28M | Hold |
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|
2025
Q1 | $2.94M | Sell |
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|
2024
Q4 | $3.03M | Hold |
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|
2024
Q3 | $2.44M | Sell |
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|
2024
Q2 | $2.79M | Hold |
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|
2024
Q1 | $2.73M | Sell |
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|
2023
Q4 | $2.33M | Hold |
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|
2023
Q3 | $1.93M | Hold |
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|
2023
Q2 | $2.02M | Hold |
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|
2023
Q1 | $1.77M | Buy |
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|
2022
Q4 | $1.88M | Hold |
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|
2022
Q3 | $1.83M | Buy |
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|
2022
Q2 | $1.7M | Buy |
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|
2022
Q1 | $2.03M | Buy |
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|
2021
Q4 | $2.01M | Hold |
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|
2021
Q3 | $1.94M | Buy |
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|
2021
Q2 | $1.77M | Buy |
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|
2021
Q1 | $1.35M | Buy |
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|
2020
Q4 | $865K | Buy |
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|
2020
Q3 | $515K | Buy |
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|
2020
Q2 | $346K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $239K | Sell |
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|
2019
Q3 | $232K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $137K | Hold |
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|
2018
Q2 | $145K | Hold |
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|
2018
Q1 | $137K | Hold |
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|
2017
Q4 | $159K | Hold |
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|
2017
Q3 | $144K | Hold |
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|
2017
Q2 | $145K | Hold |
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|
2017
Q1 | $145K | Hold |
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|
2016
Q4 | $144K | Hold |
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|
2016
Q3 | $116K | Hold |
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|
2016
Q2 | $124K | Hold |
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|
2016
Q1 | $126K | Hold |
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|
2015
Q4 | $142K | Buy |
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|
2015
Q2 | $147K | Hold |
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|
2015
Q1 | $142K | Buy |
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