Wells Fargo’s Western Asset Intermediate Muni Fund SBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.78M | Sell |
362,255
-36,953
| -9% | -$290K | ﹤0.01% | 3014 |
|
|
2025
Q4 | $3.07M | Buy |
399,208
+65,251
| +20% | +$510K | ﹤0.01% | 3101 |
|
|
2025
Q3 | $2.64M | Buy |
333,957
+40,275
| +14% | +$310K | ﹤0.01% | 3118 |
|
|
2025
Q2 | $2.21M | Buy |
293,682
+180,555
| +160% | +$1.36M | ﹤0.01% | 3150 |
|
|
2025
Q1 | $882K | Buy |
113,127
+68,303
| +152% | +$535K | ﹤0.01% | 3725 |
|
|
2024
Q4 | $347K | Buy |
44,824
+3,450
| +8% | +$27.8K | ﹤0.01% | 4431 |
|
|
2024
Q3 | $339K | Buy |
41,374
+607
| +1% | +$4.88K | ﹤0.01% | 4246 |
|
|
2024
Q2 | $320K | Sell |
40,767
-1,761
| -4% | -$13.7K | ﹤0.01% | 4195 |
|
|
2024
Q1 | $337K | Sell |
42,528
-4,401
| -9% | -$34.5K | ﹤0.01% | 4153 |
|
|
2023
Q4 | $361K | Buy |
46,929
+4,118
| +10% | +$30.4K | ﹤0.01% | 4090 |
|
|
2023
Q3 | $307K | Buy |
42,811
+9,319
| +28% | +$70K | ﹤0.01% | 4082 |
|
|
2023
Q2 | $255K | Buy |
33,492
+1
| +0% | +$8 | ﹤0.01% | 4425 |
|
|
2023
Q1 | $265K | Sell |
33,491
-41,552
| -55% | -$326K | ﹤0.01% | 4266 |
|
|
2022
Q4 | $570K | Sell |
75,043
-4,467
| -6% | -$33.4K | ﹤0.01% | 3563 |
|
|
2022
Q3 | $584K | Buy |
79,510
+3,621
| +5% | +$29K | ﹤0.01% | 3601 |
|
|
2022
Q2 | $612K | Buy |
75,889
+45,912
| +153% | +$371K | ﹤0.01% | 3619 |
|
|
2022
Q1 | $258K | Sell |
29,977
-4,600
| -13% | -$41.6K | ﹤0.01% | 4840 |
|
|
2021
Q4 | $333K | Sell |
34,577
-303,744
| -90% | -$2.94M | ﹤0.01% | 4981 |
|
|
2021
Q3 | $3.3M | Sell |
338,321
-22,746
| -6% | -$222K | ﹤0.01% | 3233 |
|
|
2021
Q2 | $3.53M | Buy |
361,067
+10,543
| +3% | +$101K | ﹤0.01% | 3183 |
|
|
2021
Q1 | $3.26M | Buy |
350,524
+6,400
| +2% | +$59.2K | ﹤0.01% | 3265 |
|
|
2020
Q4 | $3.17M | Sell |
344,124
-7,164
| -2% | -$64.7K | ﹤0.01% | 3143 |
|
|
2020
Q3 | $3.18M | Sell |
351,288
-270,484
| -44% | -$2.42M | ﹤0.01% | 2939 |
|
|
2020
Q2 | $5.32M | Sell |
621,772
-8,048
| -1% | -$67.6K | ﹤0.01% | 2404 |
|
|
2020
Q1 | $5.31M | Buy |
629,820
+27,501
| +5% | +$251K | ﹤0.01% | 2187 |
|
|
2019
Q4 | $5.47M | Buy |
602,319
+4,155
| +0.7% | +$38.1K | ﹤0.01% | 2482 |
|
|
2019
Q3 | $5.49M | Sell |
598,164
-29,950
| -5% | -$274K | ﹤0.01% | 2465 |
|
|
2019
Q2 | $5.62M | Buy |
628,114
+81,910
| +15% | +$725K | ﹤0.01% | 2473 |
|
|
2019
Q1 | $4.81M | Buy |
546,204
+73,554
| +16% | +$637K | ﹤0.01% | 2591 |
|
|
2018
Q4 | $3.95M | Buy |
472,650
+398,403
| +537% | +$3.31M | ﹤0.01% | 2671 |
|
|
2018
Q3 | $628K | Buy |
74,247
+26,900
| +57% | +$231K | ﹤0.01% | 4287 |
|
|
2018
Q2 | $411K | Sell |
47,347
-4,000
| -8% | -$34.7K | ﹤0.01% | 4601 |
|
|
2018
Q1 | $444K | Sell |
51,347
-608
| -1% | -$5.5K | ﹤0.01% | 4479 |
|
|
2017
Q4 | $484K | Sell |
51,955
-5,799
| -10% | -$55.2K | ﹤0.01% | 4428 |
|
|
2017
Q3 | $562K | Sell |
57,754
-5,079
| -8% | -$50K | ﹤0.01% | 4249 |
|
|
2017
Q2 | $618K | Sell |
62,833
-875
| -1% | -$8.59K | ﹤0.01% | 4077 |
|
|
2017
Q1 | $608K | Sell |
63,708
-3,677
| -5% | -$35.2K | ﹤0.01% | 4113 |
|
|
2016
Q4 | $641K | Buy |
67,385
+1,701
| +3% | +$16.8K | ﹤0.01% | 4029 |
|
|
2016
Q3 | $693K | Sell |
65,684
-21,564
| -25% | -$227K | ﹤0.01% | 3759 |
|
|
2016
Q2 | $923K | Sell |
87,248
-27,057
| -24% | -$285K | ﹤0.01% | 3534 |
|
|
2016
Q1 | $1.19M | Buy |
114,305
+8,225
| +8% | +$85.6K | ﹤0.01% | 3294 |
|
|
2015
Q4 | $1.08M | Buy |
106,080
+3,072
| +3% | +$30.7K | ﹤0.01% | 3423 |
|
|
2015
Q3 | $1.02M | Buy |
103,008
+3,887
| +4% | +$37.9K | ﹤0.01% | 3486 |
|
|
2015
Q2 | $963K | Sell |
99,121
-741
| -0.7% | -$7.37K | ﹤0.01% | 3637 |
|
|
2015
Q1 | $1M | Sell |
99,862
-2,042
| -2% | -$20.3K | ﹤0.01% | 3532 |
|
|
2014
Q4 | $995K | Buy |
101,904
+1,971
| +2% | +$19.2K | ﹤0.01% | 3513 |
|
|
2014
Q3 | $971K | Buy |
99,933
+3,453
| +4% | +$33.4K | ﹤0.01% | 3494 |
|
|
2014
Q2 | $942K | Sell |
96,480
-5,805
| -6% | -$55.9K | ﹤0.01% | 3559 |
|
|
2014
Q1 | $974K | Buy |
102,285
+11,794
| +13% | +$111K | ﹤0.01% | 3516 |
|
|
2013
Q4 | $819K | Sell |
90,491
-18,051
| -17% | -$163K | ﹤0.01% | 3536 |
|
|
2013
Q3 | $991K | Sell |
108,542
-19,938
| -16% | -$180K | ﹤0.01% | 3360 |
|
|
2013
Q2 | $1.22M | Buy |
+128,480
| New | +$1.28M | ﹤0.01% | 3157 |
|
Other funds holding SBI
RCM
1CP
GC
RCM
WA