Baldwin Wealth Partners’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 | $511K | Hold |
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|
2025
Q2 | $489K | Sell |
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|
2025
Q1 | $587K | Buy |
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|
2024
Q4 | $572K | Sell |
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|
2024
Q3 | $460K | Buy |
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|
2024
Q2 | $388K | Sell |
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|
2024
Q1 | $388K | Hold |
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|
2023
Q4 | $330K | Sell |
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|
2023
Q3 | $315K | Sell |
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|
2023
Q2 | $346K | Sell |
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|
2023
Q1 | $655K | Hold |
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|
2022
Q4 | $724K | Buy |
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|
2022
Q3 | $581K | Sell |
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|
2022
Q2 | $576K | Hold |
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|
2022
Q1 | $712K | Buy |
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|
2021
Q4 | $465K | Hold |
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|
2021
Q3 | $450K | Hold |
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|
2021
Q2 | $439K | Hold |
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|
2021
Q1 | $379K | Hold |
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|
2020
Q4 | $293K | Sell |
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|
2020
Q3 | $294K | Sell |
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|
2020
Q2 | $678K | Sell |
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|
2020
Q1 | $771K | Sell |
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|
2019
Q4 | $1.73M | Buy |
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|
2019
Q3 | $1.59M | Sell |
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|
2019
Q2 | $1.5M | Sell |
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|
2019
Q1 | $1.53M | Buy |
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|
2018
Q4 | $1.45M | Sell |
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|
2018
Q3 | $1.68M | Hold |
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|
2018
Q2 | $1.77M | Hold |
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|
2018
Q1 | $1.68M | Sell |
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|
2017
Q4 | $1.96M | Hold |
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|
2017
Q3 | $1.78M | Sell |
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|
2017
Q2 | $1.8M | Hold |
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|
2017
Q1 | $1.81M | Sell |
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|
2016
Q4 | $2.05M | Sell |
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|
2016
Q3 | $1.7M | Sell |
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|
2016
Q2 | $5.67M | Sell |
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|
2016
Q1 | $7.74M | Sell |
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|
2015
Q4 | $9.18M | Sell |
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|
2015
Q3 | $9.18M | Sell |
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|
2015
Q2 | $10.2M | Buy |
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|
2015
Q1 | $9.83M | Sell |
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|
2014
Q4 | $10.2M | Sell |
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|
2014
Q3 | $9.76M | Buy |
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|
2014
Q2 | $8.86M | Buy |
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|
2014
Q1 | $8.26M | Sell |
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|
2013
Q4 | $8.48M | Buy |
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|
2013
Q3 | $7.58M | Buy |
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|
2013
Q2 | $6.83M | Buy |
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