Wimmer Associates 1’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 | $1.05M | Buy |
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|
2025
Q1 | $974K | Buy |
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|
2024
Q4 | $899K | Hold |
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|
2024
Q3 | $723K | Hold |
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|
2024
Q2 | $760K | Hold |
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|
2024
Q1 | $742K | Sell |
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|
2023
Q4 | $647K | Hold |
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|
2023
Q3 | $537K | Sell |
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|
2023
Q2 | $655K | Sell |
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|
2023
Q1 | $600K | Sell |
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|
2022
Q4 | $653K | Hold |
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|
2022
Q3 | $727K | Sell |
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|
2022
Q2 | $622K | Hold |
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|
2022
Q1 | $769K | Hold |
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|
2021
Q4 | $762K | Hold |
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|
2021
Q3 | $737K | Sell |
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|
2021
Q2 | $734K | Sell |
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|
2021
Q1 | $646K | Hold |
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|
2020
Q4 | $499K | Sell |
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|
2020
Q3 | $401K | Sell |
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|
2020
Q2 | $457K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $995K | Sell |
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|
2019
Q3 | $960K | Sell |
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|
2019
Q2 | $935K | Hold |
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|
2019
Q1 | $955K | Hold |
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|
2018
Q4 | $910K | Sell |
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|
2018
Q3 | $1.08M | Hold |
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|
2018
Q2 | $1.14M | Hold |
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|
2018
Q1 | $1.07M | Hold |
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|
2017
Q4 | $1.24M | Sell |
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|
2017
Q3 | $1.14M | Sell |
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|
2017
Q2 | $1.68M | Buy |
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|
2017
Q1 | $1.67M | Sell |
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|
2016
Q4 | $1.72M | Buy |
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|
2016
Q3 | $469K | Buy |
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|
2016
Q2 | $429K | Buy |
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|
2016
Q1 | $390K | Sell |
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|
2015
Q4 | $466K | Buy |
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