Wedgewood Investors’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 | $297K | Hold |
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|
2025
Q2 | $284K | Sell |
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|
2025
Q1 | $264K | Hold |
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|
2024
Q4 | $259K | Sell |
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|
2024
Q3 | $219K | Hold |
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|
2024
Q2 | $231K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $262K | Hold |
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|
2019
Q3 | $246K | Hold |
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|
2019
Q2 | $231K | Buy |
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|
2019
Q1 | $229K | Hold |
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|
2018
Q4 | $218K | Hold |
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|
2018
Q3 | $249K | Hold |
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|
2018
Q2 | $262K | Sell |
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|
2018
Q1 | $254K | Sell |
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|
2017
Q4 | $299K | Sell |
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|
2017
Q3 | $274K | Sell |
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|
2017
Q2 | $276K | Hold |
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|
2017
Q1 | $278K | Hold |
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|
2016
Q4 | $275K | Hold |
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|
2016
Q3 | $221K | Sell |
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|
2016
Q2 | $255K | Hold |
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|
2016
Q1 | $260K | Hold |
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|
2015
Q4 | $293K | Hold |
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|
2015
Q3 | $277K | Hold |
|
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|
2015
Q2 | $303K | Hold |
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|
2015
Q1 | $293K | Buy |
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|
2014
Q4 | $289K | Buy |
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|
2014
Q3 | $229K | Hold |
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|
2014
Q2 | $232K | Hold |
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|
2014
Q1 | $219K | Hold |
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|
2013
Q4 | $200K | Buy |
|