Wells Fargo’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $326K | Buy |
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|
2025
Q2 | $379K | Buy |
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|
2025
Q1 | $363K | Buy |
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|
2024
Q4 | $433K | Buy |
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|
2024
Q3 | $328K | Sell |
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|
2024
Q2 | $578K | Buy |
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|
2024
Q1 | $564K | Buy |
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|
2023
Q4 | $454K | Sell |
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|
2023
Q3 | $700K | Sell |
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|
2023
Q2 | $832K | Buy |
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|
2023
Q1 | $368K | Buy |
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|
2022
Q4 | $90.4K | Buy |
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|
2022
Q3 | $61K | Sell |
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|
2022
Q2 | $180K | Sell |
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|
2022
Q1 | $852K | Sell |
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|
2021
Q4 | $1.43M | Sell |
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|
2021
Q3 | $2.12M | Sell |
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|
2021
Q2 | $2.5M | Sell |
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|
2021
Q1 | $2.85M | Buy |
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|
2020
Q4 | $1.64M | Buy |
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|
2020
Q3 | $981K | Buy |
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|
2020
Q2 | $749K | Buy |
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|
2020
Q1 | $384K | Buy |
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|
2019
Q4 | $676K | Sell |
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|
2019
Q3 | $599K | Buy |
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|
2019
Q2 | $630K | Sell |
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|
2019
Q1 | $1.01M | Buy |
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|
2018
Q4 | $505K | Sell |
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|
2018
Q3 | $982K | Buy |
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|
2018
Q2 | $530K | Sell |
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|
2018
Q1 | $520K | Sell |
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|
2017
Q4 | $915K | Buy |
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|
2017
Q3 | $336K | Buy |
|
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|
2017
Q2 | $182K | Sell |
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|
2017
Q1 | $320K | Sell |
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|
2016
Q4 | $407K | Sell |
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|
2016
Q3 | $447K | Sell |
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|
2016
Q2 | $441K | Sell |
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|
2016
Q1 | $472K | Buy |
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|
2015
Q4 | $126K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $894K | Buy |
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|
2015
Q1 | $161K | Buy |
|