Wharton Business Group’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
Q2 | $1.42M | Hold |
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|
2025
Q1 | $1.27M | Sell |
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|
2024
Q4 | $1.24M | Hold |
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|
2024
Q3 | $1M | Hold |
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|
2024
Q2 | $1.05M | Hold |
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|
2024
Q1 | $1.03M | Hold |
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|
2023
Q4 | $871K | Sell |
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|
2023
Q3 | $735K | Hold |
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|
2023
Q2 | $768K | Buy |
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|
2023
Q1 | $665K | Hold |
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|
2022
Q4 | $735K | Buy |
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|
2022
Q3 | $711K | Buy |
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|
2022
Q2 | $685K | Buy |
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|
2022
Q1 | $317K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $3.78M | Hold |
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|
2017
Q1 | $3.79M | Buy |
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|
2016
Q4 | $3.73M | Sell |
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|
2016
Q3 | $3.63M | Hold |
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|
2016
Q2 | $3.88M | Sell |
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|
2016
Q1 | $4.05M | Buy |
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|
2015
Q4 | $4.55M | Hold |
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|
2015
Q3 | $4.29M | Hold |
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|
2015
Q2 | $4.7K | Hold |
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|
2015
Q1 | $4.55M | Sell |
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|
2014
Q4 | $5.05M | Hold |
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|
2014
Q3 | $4.78M | Hold |
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|
2014
Q2 | $4.84M | Buy |
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|
2014
Q1 | $1.39M | Hold |
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|
2013
Q4 | $1.26M | Buy |
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