Valley National Advisers’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 | $797K | Buy |
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|
2025
Q1 | $675K | Buy |
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|
2024
Q4 | $642K | Buy |
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|
2024
Q3 | $516K | Sell |
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|
2024
Q2 | $1.47M | Sell |
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|
2024
Q1 | $1.47M | Sell |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $999K | Sell |
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|
2023
Q2 | $1.08M | Sell |
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|
2023
Q1 | $1.1M | Sell |
|
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $1.24M | Sell |
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|
2022
Q2 | $1.12M | Sell |
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|
2022
Q1 | $1.36M | Sell |
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|
2021
Q4 | $1.37M | Sell |
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|
2021
Q3 | $1.34M | Sell |
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|
2021
Q2 | $1.32M | Buy |
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|
2021
Q1 | $1.14M | Buy |
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|
2020
Q4 | $829K | Sell |
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|
2020
Q3 | $826K | Sell |
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|
2020
Q2 | $949K | Sell |
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|
2020
Q1 | $1.53M | Sell |
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|
2019
Q4 | $3.13M | Sell |
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|
2019
Q3 | $3.05M | Sell |
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|
2019
Q2 | $2.93M | Sell |
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|
2019
Q1 | $3.03M | Sell |
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|
2018
Q4 | $2.96M | Sell |
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|
2018
Q3 | $3.5M | Buy |
|
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|
2018
Q2 | $3.65M | Buy |
|
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|
2018
Q1 | $3.39M | Sell |
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|
2017
Q4 | $3.96M | Sell |
|
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|
2017
Q3 | $3.65M | Sell |
|
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|
2017
Q2 | $3.88M | Sell |
|
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|
2017
Q1 | $4.25M | Sell |
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|
2016
Q4 | $5.71M | Sell |
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|
2016
Q3 | $4.6M | Buy |
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|
2016
Q2 | $4.38M | Sell |
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|
2016
Q1 | $4.5M | Buy |
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|
2015
Q4 | $4.99M | Buy |
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|
2015
Q3 | $4.64M | Sell |
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|
2015
Q2 | $5.14M | Buy |
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|
2015
Q1 | $4.71M | Buy |
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|
2014
Q4 | $3.84M | Buy |
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