Agate Pass Investment 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
Sell
2023
Q4
$204K Buy
2023
Q2
Sell
2023
Q1
$218K Sell
2022
Q4
$253K Sell
2022
Q3
$304K Buy
2022
Q2
$285K Sell
2022
Q1
$429K Sell
2021
Q4
$434K Buy