Avalon 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
2025
Q3
$230K Sell
2025
Q2
$436K Buy
2023
Q2
Sell
2023
Q1
$249K Hold
2022
Q4
$275K Hold
2022
Q3
$268K Hold
2022
Q2
$261K Hold
2022
Q1
$291K Sell
2021
Q4
$321K Buy
2021
Q3
$309K Buy