Bar Harbor Wealth 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 | $376K | Hold |
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|
2025
Q2 | $359K | Hold |
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|
2025
Q1 | $322K | Sell |
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|
2024
Q4 | $320K | Hold |
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|
2024
Q3 | $258K | Sell |
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|
2024
Q2 | $321K | Hold |
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|
2024
Q1 | $314K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $247K | Sell |
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|
2021
Q4 | $269K | Sell |
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|
2021
Q3 | $265K | Sell |
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|
2021
Q2 | $260K | Sell |
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|
2021
Q1 | $228K | Sell |
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|
2020
Q4 | $249K | Sell |
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|
2020
Q3 | $254K | Sell |
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|
2020
Q2 | $357K | Sell |
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|
2020
Q1 | $550K | Sell |
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|
2019
Q4 | $1.23M | Sell |
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|
2019
Q3 | $1.5M | Sell |
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|
2019
Q2 | $1.81M | Sell |
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|
2019
Q1 | $1.91M | Sell |
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|
2018
Q4 | $2.29M | Sell |
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|
2018
Q3 | $3.07M | Sell |
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|
2018
Q2 | $3.29M | Sell |
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|
2018
Q1 | $3.41M | Sell |
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|
2017
Q4 | $4.25M | Sell |
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|
2017
Q3 | $4.04M | Sell |
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|
2017
Q2 | $4.94M | Sell |
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|
2017
Q1 | $5.19M | Sell |
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|
2016
Q4 | $5.88M | Buy |
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|
2016
Q3 | $4.72M | Buy |
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|
2016
Q2 | $4.97M | Buy |
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|
2016
Q1 | $4.85M | Sell |
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|
2015
Q4 | $5.46M | Buy |
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|
2015
Q3 | $5.12M | Sell |
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|
2015
Q2 | $5.87M | Sell |
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|
2015
Q1 | $5.79M | Buy |
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|
2014
Q4 | $5.72M | Sell |
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|
2014
Q3 | $5.43M | Sell |
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|
2014
Q2 | $5.76M | Sell |
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|
2014
Q1 | $5.49M | Buy |
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|
2013
Q4 | $4.97M | Sell |
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|
2013
Q3 | $4.55M | Sell |
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|
2013
Q2 | $4.63M | Buy |
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