Waverly Advisors’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 | $12.1M | Buy |
|
|||||
|
2025
Q1 | $10.8M | Buy |
|
|||||
|
2024
Q4 | $4.8M | Buy |
|
|||||
|
2024
Q3 | $3.06M | Sell |
|
|||||
|
2024
Q2 | $3.27M | Buy |
|
|||||
|
2024
Q1 | $2.86M | Buy |
|
|||||
|
2023
Q4 | $1.81M | Buy |
|
|||||
|
2023
Q3 | $657K | Buy |
|
|||||
|
2023
Q2 | $674K | Buy |
|
|||||
|
2023
Q1 | $561K | Buy |
|
|||||
|
2022
Q4 | $416K | Sell |
|
|||||
|
2022
Q3 | $425K | Sell |
|
|||||
|
2022
Q2 | $604K | Buy |
|
|||||
|
2022
Q1 | $713K | Sell |
|
|||||
|
2021
Q4 | $865K | Buy |
|
|||||
|
2021
Q3 | $696K | Buy |
|
|||||
|
2021
Q2 | $691K | Buy |
|
|||||
|
2021
Q1 | $561K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $281K | Buy |
|
|||||
|
2019
Q1 | $275K | Buy |
|
|||||
|
2018
Q4 | $253K | Sell |
|
|||||
|
2018
Q3 | $1.91M | Buy |
|
|||||
|
2018
Q2 | $2.02M | Sell |
|
|||||
|
2018
Q1 | $2.01M | Sell |
|
|||||
|
2017
Q4 | $2.65M | Buy |
|
|||||
|
2017
Q3 | $2.14M | Sell |
|
|||||
|
2017
Q2 | $2.39M | Sell |
|
|||||
|
2017
Q1 | $2.44M | Buy |
|
|||||
|
2016
Q4 | $656K | Buy |
|
|||||
|
2016
Q3 | $494K | Buy |
|
|||||
|
2016
Q2 | $310K | Buy |
|
|||||
|
2016
Q1 | $304K | Buy |
|
|||||
|
2015
Q4 | $320K | Buy |
|
|||||
|
2015
Q3 | $146K | Buy |
|
|||||
|
2015
Q2 | $143K | Buy |
|
|||||
|
2015
Q1 | $138K | Buy |
|
|||||
|
2014
Q4 | $125K | Sell |
|
|||||
|
2014
Q3 | $465K | Sell |
|
|||||
|
2014
Q2 | $519K | Sell |
|
|||||
|
2014
Q1 | $528K | Buy |
|
|||||
|
2013
Q4 | $447K | Buy |
|
|||||
|
2013
Q3 | $98K | Buy |
|