Weatherly 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
Q3 | $1.1M | Sell |
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|
2025
Q2 | $1.06M | Buy |
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|
2025
Q1 | $945K | Hold |
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|
2024
Q4 | $925K | Hold |
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|
2024
Q3 | $744K | Hold |
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|
2024
Q2 | $782K | Hold |
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|
2024
Q1 | $763K | Hold |
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|
2023
Q4 | $648K | Hold |
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|
2023
Q3 | $538K | Sell |
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|
2023
Q2 | $562K | Hold |
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|
2023
Q1 | $492K | Hold |
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|
2022
Q4 | $544K | Hold |
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|
2022
Q3 | $530K | Hold |
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|
2022
Q2 | $516K | Hold |
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|
2022
Q1 | $638K | Sell |
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|
2021
Q4 | $642K | Hold |
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|
2021
Q3 | $621K | Sell |
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|
2021
Q2 | $610K | Sell |
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|
2021
Q1 | $581K | Buy |
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|
2020
Q4 | $449K | Sell |
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|
2020
Q3 | $453K | Sell |
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|
2020
Q2 | $514K | Sell |
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|
2020
Q1 | $671K | Sell |
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|
2019
Q4 | $1.62M | Buy |
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|
2019
Q3 | $1.18M | Buy |
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|
2019
Q2 | $1.11M | Sell |
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|
2019
Q1 | $1.18M | Sell |
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|
2018
Q4 | $1.15M | Sell |
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|
2018
Q3 | $1.32M | Buy |
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|
2018
Q2 | $1.39M | Buy |
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|
2018
Q1 | $1.06M | Buy |
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|
2017
Q4 | $1.23M | Sell |
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|
2017
Q3 | $1.12M | Sell |
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|
2017
Q2 | $1.21M | Sell |
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|
2017
Q1 | $1.23M | Sell |
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|
2016
Q4 | $6.53M | Sell |
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|
2016
Q3 | $5.6M | Sell |
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|
2016
Q2 | $6.11M | Buy |
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|
2016
Q1 | $6.11M | Buy |
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|
2015
Q4 | $6.61M | Buy |
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|
2015
Q3 | $4.99M | Buy |
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|
2015
Q2 | $5.37M | Buy |
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|
2015
Q1 | $5.16M | Buy |
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|
2014
Q4 | $5.01M | Buy |
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|
2014
Q3 | $4.29M | Buy |
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|
2014
Q2 | $3.84M | Buy |
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|
2014
Q1 | $3.34M | Sell |
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|
2013
Q4 | $3.13M | Buy |
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|
2013
Q3 | $2.64M | Sell |
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|
2013
Q2 | $2.7M | Buy |
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