Van Hulzen 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
Q1 | – | Sell |
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|
2024
Q4 | $90.3K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $378K | Sell |
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|
2020
Q2 | $457K | Buy |
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|
2020
Q1 | $437K | Sell |
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|
2019
Q4 | $2.1M | Buy |
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|
2019
Q3 | $476K | Hold |
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|
2019
Q2 | $446K | Sell |
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|
2019
Q1 | $494K | Sell |
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|
2018
Q4 | $478K | Sell |
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|
2018
Q3 | $551K | Buy |
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|
2018
Q2 | $558K | Buy |
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|
2018
Q1 | $525K | Sell |
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|
2017
Q4 | $3.31M | Buy |
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|
2017
Q3 | $2.72M | Buy |
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|
2017
Q2 | $304K | Hold |
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|
2017
Q1 | $306K | Sell |
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|
2016
Q4 | $540K | Buy |
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|
2016
Q3 | $429K | Sell |
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|
2016
Q2 | $2.35M | Buy |
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|
2016
Q1 | $1.62M | Buy |
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|
2015
Q4 | $1.12M | Buy |
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|
2015
Q3 | $484K | Buy |
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|
2015
Q2 | $315K | Hold |
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|
2015
Q1 | $304K | Buy |
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|
2014
Q4 | $300K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $1.62M | Sell |
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|
2013
Q4 | $3.24M | Buy |
|