Verus Financial Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $274K | Buy |
3,377
+710
| +27% | +$61K | 0.02% | 106 |
|
|
2025
Q4 | $235K | Buy |
2,667
+3
| +0.1% | +$260 | 0.02% | 108 |
|
|
2025
Q3 | $223K | Buy |
2,664
+3
| +0.1% | +$243 | 0.02% | 117 |
|
|
2025
Q2 | $218K | Buy |
+2,661
| New | +$192K | 0.02% | 108 |
|
|
2022
Q4 | – | Sell |
-4,966
| Closed | -$222K | – | 107 |
|
|
2022
Q3 | $222K | Buy |
+4,966
| New | +$213K | 0.03% | 94 |
|
|
2022
Q2 | – | Sell |
-4,589
| Closed | -$222K | – | 109 |
|
|
2022
Q1 | $222K | Buy |
4,589
+6
| +0.1% | +$321 | 0.03% | 90 |
|
|
2021
Q4 | $220K | Buy |
4,583
+6
| +0.1% | +$295 | 0.03% | 87 |
|
|
2021
Q3 | $226K | Sell |
4,577
-12
| -0.3% | -$555 | 0.03% | 87 |
|
|
2021
Q2 | $206K | Buy |
+4,589
| New | +$205K | 0.03% | 91 |
|
|
2016
Q2 | – | Sell |
-4,528
| Closed | -$219K | – | 50 |
|
|
2016
Q1 | $219K | Buy |
4,528
+359
| +9% | +$17.6K | 0.1% | 43 |
|
|
2015
Q4 | $227K | Buy |
4,169
+135
| +3% | +$7.33K | 0.11% | 40 |
|
|
2015
Q3 | $207K | Buy |
4,034
+48
| +1% | +$2.64K | 0.11% | 36 |
|
|
2015
Q2 | $224K | Buy |
3,986
+6
| +0.2% | +$335 | 0.11% | 36 |
|
|
2015
Q1 | $217K | Sell |
3,980
-87
| -2% | -$4.7K | 0.11% | 40 |
|
|
2014
Q4 | $223K | Buy |
4,067
+6
| +0.1% | +$318 | 0.12% | 40 |
|
|
2014
Q3 | $211K | Buy |
4,061
+5
| +0.1% | +$257 | 0.12% | 44 |
|
|
2014
Q2 | $213K | Buy |
4,056
+6
| +0.1% | +$302 | 0.12% | 40 |
|
|
2014
Q1 | $201K | Buy |
+4,050
| New | +$189K | 0.11% | 45 |
|
|
2013
Q3 | – | Sell |
-5,379
| Closed | -$222K | – | 45 |
|
|
2013
Q2 | $222K | Buy |
+5,379
| New | +$210K | 0.13% | 36 |
|
Other funds holding WFC
VCM
VPM
