Univest Financial’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
Q3 | $476K | Hold |
|
|||||
|
2025
Q2 | $455K | Sell |
|
|||||
|
2025
Q1 | $428K | Sell |
|
|||||
|
2024
Q4 | $428K | Buy |
|
|||||
|
2024
Q3 | $344K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $3.1M | Buy |
|
|||||
|
2016
Q2 | $3.3M | Sell |
|
|||||
|
2016
Q1 | $3.48M | Buy |
|
|||||
|
2015
Q4 | $3.67M | Sell |
|
|||||
|
2015
Q3 | $3.51M | Sell |
|
|||||
|
2015
Q2 | $3.86M | Sell |
|
|||||
|
2015
Q1 | $3.75M | Sell |
|
|||||
|
2014
Q4 | $4.24M | Buy |
|
|||||
|
2014
Q3 | $3.97M | Sell |
|
|||||
|
2014
Q2 | $4.13M | Sell |
|
|||||
|
2014
Q1 | $4.01M | Sell |
|
|||||
|
2013
Q4 | $4.18M | Buy |
|
|||||
|
2013
Q3 | $3.74M | Buy |
|
|||||
|
2013
Q2 | $3.69M | Buy |
|