Zurich Cantonal Bank’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $147M | Buy |
1,830,463
+565,992
| +45% | +$45.3M | 0.36% | 46 |
|
|
2025
Q1 | $90.8M | Buy |
1,264,471
+113,876
| +10% | +$8.18M | 0.26% | 63 |
|
|
2024
Q4 | $80.8M | Buy |
1,150,595
+122,899
| +12% | +$8.63M | 0.23% | 77 |
|
|
2024
Q3 | $58.1M | Buy |
1,027,696
+131,322
| +15% | +$7.42M | 0.17% | 103 |
|
|
2024
Q2 | $53.2M | Buy |
896,374
+228,350
| +34% | +$13.6M | 0.17% | 98 |
|
|
2024
Q1 | $38.7M | Sell |
668,024
-36,887
| -5% | -$2.14M | 0.14% | 136 |
|
|
2023
Q4 | $34.7M | Sell |
704,911
-547,865
| -44% | -$27M | 0.13% | 131 |
|
|
2023
Q3 | $51.2M | Buy |
1,252,776
+61,959
| +5% | +$2.53M | 0.23% | 84 |
|
|
2023
Q2 | $50.8M | Buy |
1,190,817
+74,905
| +7% | +$3.2M | 0.22% | 88 |
|
|
2023
Q1 | $41.7M | Sell |
1,115,912
-141,303
| -11% | -$5.28M | 0.2% | 97 |
|
|
2022
Q4 | $51.9M | Buy |
1,257,215
+200,442
| +19% | +$8.28M | 0.28% | 74 |
|
|
2022
Q3 | $42.5M | Buy |
1,056,773
+28,113
| +3% | +$1.13M | 0.25% | 81 |
|
|
2022
Q2 | $40.3M | Sell |
1,028,660
-18,557
| -2% | -$727K | 0.24% | 87 |
|
|
2022
Q1 | $50.7M | Buy |
1,047,217
+103,158
| +11% | +$5M | 0.25% | 81 |
|
|
2021
Q4 | $45.3M | Buy |
944,059
+10,668
| +1% | +$512K | 0.22% | 87 |
|
|
2021
Q3 | $43.3M | Buy |
+933,391
| New | +$43.3M | 0.23% | 86 |
|
|
2021
Q1 | – | Sell |
-893,333
| Closed | -$27M | – | 2627 |
|
|
2020
Q4 | $27M | Sell |
893,333
-82,022
| -8% | -$2.48M | 0.16% | 120 |
|
|
2020
Q3 | $22.9M | Buy |
975,355
+195,740
| +25% | +$4.6M | 0.16% | 118 |
|
|
2020
Q2 | $20M | Sell |
779,615
-52,047
| -6% | -$1.33M | 0.17% | 115 |
|
|
2020
Q1 | $23.9M | Sell |
831,662
-26,238
| -3% | -$753K | 0.22% | 83 |
|
|
2019
Q4 | $46.2M | Sell |
857,900
-40,823
| -5% | -$2.2M | 0.36% | 49 |
|
|
2019
Q3 | $45.3M | Buy |
898,723
+4,403
| +0.5% | +$222K | 0.38% | 53 |
|
|
2019
Q2 | $42.3M | Sell |
894,320
-337,885
| -27% | -$16M | 0.36% | 53 |
|
|
2019
Q1 | $59.5M | Buy |
1,232,205
+45,730
| +4% | +$2.21M | 0.53% | 30 |
|
|
2018
Q4 | $54.7M | Buy |
1,186,475
+151,607
| +15% | +$6.99M | 0.55% | 27 |
|
|
2018
Q3 | $54.4M | Sell |
1,034,868
-25,603
| -2% | -$1.35M | 0.46% | 32 |
|
|
2018
Q2 | $58.8M | Sell |
1,060,471
-422,892
| -29% | -$23.4M | 0.52% | 26 |
|
|
2018
Q1 | $77.7M | Sell |
1,483,363
-109,053
| -7% | -$5.72M | 0.71% | 18 |
|
|
2017
Q4 | $96.6M | Sell |
1,592,416
-26,954
| -2% | -$1.64M | 0.86% | 16 |
|
|
2017
Q3 | $89.3M | Sell |
1,619,370
-143,024
| -8% | -$7.89M | 0.83% | 16 |
|
|
2017
Q2 | $97.7M | Sell |
1,762,394
-45,853
| -3% | -$2.54M | 0.96% | 10 |
|
|
2017
Q1 | $101M | Sell |
1,808,247
-15,091
| -0.8% | -$840K | 0.99% | 10 |
|
|
2016
Q4 | $100M | Sell |
1,823,338
-78,918
| -4% | -$4.35M | 1.04% | 8 |
|
|
2016
Q3 | $84.2M | Buy |
1,902,256
+243,307
| +15% | +$10.8M | 0.88% | 14 |
|
|
2016
Q2 | $78.5M | Sell |
1,658,949
-80,242
| -5% | -$3.8M | 1.02% | 9 |
|
|
2016
Q1 | $84.1M | Buy |
1,739,191
+7,081
| +0.4% | +$342K | 1.07% | 7 |
|
|
2015
Q4 | $94.2M | Buy |
1,732,110
+62,700
| +4% | +$3.41M | 1.19% | 5 |
|
|
2015
Q3 | $85.7M | Buy |
1,669,410
+190,383
| +13% | +$9.78M | 1.21% | 5 |
|
|
2015
Q2 | $83.2M | Sell |
1,479,027
-253
| -0% | -$14.2K | 1.15% | 3 |
|
|
2015
Q1 | $80.5M | Buy |
1,479,280
+832,565
| +129% | +$45.3M | 1.11% | 3 |
|
|
2014
Q4 | $35.5M | Buy |
646,715
+64,750
| +11% | +$3.55M | 1.09% | 6 |
|
|
2014
Q3 | $30.2M | Buy |
581,965
+10,305
| +2% | +$535K | 0.99% | 11 |
|
|
2014
Q2 | $30M | Buy |
571,660
+46,756
| +9% | +$2.46M | 0.88% | 12 |
|
|
2014
Q1 | $26.1M | Buy |
524,904
+74,569
| +17% | +$3.71M | 0.81% | 13 |
|
|
2013
Q4 | $20.4M | Buy |
450,335
+21,768
| +5% | +$988K | 0.67% | 20 |
|
|
2013
Q3 | $17.7M | Sell |
428,567
-106,822
| -20% | -$4.41M | 0.61% | 22 |
|
|
2013
Q2 | $22.1M | Buy |
+535,389
| New | +$22.1M | 0.77% | 18 |
|