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
2025
Q4
$214K Buy
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