Balentine LLC’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
Q2 | – | Sell |
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|
2025
Q1 | $214K | Sell |
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|
2024
Q4 | $228K | Sell |
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|
2024
Q3 | $212K | Hold |
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|
2024
Q2 | $223K | Sell |
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|
2024
Q1 | $1.38M | Buy |
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|
2023
Q4 | $974K | Buy |
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|
2023
Q3 | $422K | Sell |
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|
2023
Q2 | $480K | Sell |
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|
2023
Q1 | $1.22M | Sell |
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|
2022
Q4 | $1.66M | Sell |
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|
2022
Q3 | $1.77M | Buy |
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|
2022
Q2 | $1.22M | Sell |
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|
2022
Q1 | $3.01M | Buy |
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|
2021
Q4 | $1.27M | Buy |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $330K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $71K | Sell |
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|
2020
Q1 | $166K | Buy |
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|
2019
Q4 | $200K | Buy |
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|
2019
Q3 | $57K | Hold |
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|
2019
Q2 | $54K | Buy |
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|
2019
Q1 | $32K | Sell |
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|
2018
Q4 | $36K | Buy |
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|
2018
Q3 | $21K | Buy |
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|
2018
Q2 | $12K | Hold |
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|
2018
Q1 | $11K | Sell |
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|
2017
Q4 | $410K | Buy |
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|
2017
Q3 | $373K | Buy |
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|
2017
Q2 | $357K | Sell |
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|
2017
Q1 | $360K | Buy |
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|
2016
Q4 | $321K | Sell |
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|
2016
Q3 | $290K | Sell |
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|
2016
Q2 | $313K | Buy |
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|
2016
Q1 | $247K | Sell |
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|
2015
Q4 | $299K | Sell |
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|
2015
Q3 | $291K | Sell |
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|
2015
Q2 | $318K | Sell |
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|
2015
Q1 | $333K | Buy |
|