Wells Fargo’s Value Line VALU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.72M | Buy |
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|
2024
Q3 | $1.51M | Sell |
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|
2024
Q2 | $1.4M | Buy |
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|
2024
Q1 | $1.31M | Buy |
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|
2023
Q4 | $1.58M | Buy |
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|
2023
Q3 | $1.41M | Sell |
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|
2023
Q2 | $1.49M | Sell |
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|
2023
Q1 | $1.59M | Sell |
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|
2022
Q4 | $2.04M | Sell |
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|
2022
Q3 | $2.43M | Sell |
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|
2022
Q2 | $3.66M | Sell |
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|
2022
Q1 | $3.86M | Buy |
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|
2021
Q4 | $1.87M | Buy |
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|
2021
Q3 | $142K | Buy |
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|
2021
Q2 | $12K | Sell |
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|
2021
Q1 | $20K | Sell |
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|
2020
Q4 | $93K | Buy |
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|
2020
Q3 | $64K | Sell |
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|
2020
Q2 | $77K | Buy |
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|
2020
Q1 | $76K | Buy |
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|
2019
Q4 | $14K | Buy |
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|
2019
Q3 | $11K | Buy |
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|
2019
Q2 | $12K | Sell |
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|
2019
Q1 | $14K | Sell |
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|
2018
Q4 | $95K | Sell |
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|
2018
Q3 | $91K | Buy |
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|
2018
Q2 | $86K | Sell |
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|
2018
Q1 | $116K | Sell |
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|
2017
Q4 | $142K | Buy |
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|
2017
Q3 | $128K | Buy |
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|
2017
Q2 | $79K | Buy |
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|
2017
Q1 | $31K | Sell |
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|
2016
Q4 | $35K | Buy |
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|
2016
Q3 | $29K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $0 | Hold |
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|
2015
Q4 | $0 | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $26K | Hold |
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|
2015
Q1 | $37K | Sell |
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|
2014
Q4 | $41K | Buy |
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|
2014
Q3 | $40K | Hold |
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|
2014
Q2 | $43K | Sell |
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|
2014
Q1 | $37K | Sell |
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|
2013
Q4 | $41K | Buy |
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|
2013
Q3 | – | Hold |
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|
2013
Q2 | – | Hold |
|