Ziegler Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $10M | Sell |
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|
2023
Q4 | $8.83M | Sell |
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|
2023
Q3 | $7.79M | Sell |
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|
2023
Q2 | $8.39M | Sell |
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|
2023
Q1 | $7.68M | Sell |
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|
2022
Q4 | $8.5M | Buy |
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|
2022
Q3 | $7.63M | Sell |
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|
2022
Q2 | $7.76M | Sell |
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|
2022
Q1 | $9.84M | Buy |
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|
2021
Q4 | $8.74M | Buy |
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|
2021
Q3 | $5.75M | Buy |
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|
2021
Q2 | $5.6M | Sell |
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|
2021
Q1 | $5.53M | Sell |
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|
2020
Q4 | $4.31M | Hold |
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|
2020
Q3 | $3.36M | Sell |
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|
2020
Q2 | $3.75M | Sell |
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|
2020
Q1 | $9.78M | Buy |
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|
2013
Q3 | $17.8M | Buy |
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|
2013
Q2 | $7.67M | Buy |
|