Bay Colony Advisors’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 | $1.19M | Sell |
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|
2025
Q2 | $1.17M | Sell |
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|
2025
Q1 | $1.04M | Sell |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $820K | Sell |
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|
2024
Q2 | $878K | Sell |
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|
2024
Q1 | $909K | Buy |
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|
2023
Q4 | $764K | Buy |
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|
2023
Q3 | $570K | Buy |
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|
2023
Q2 | $560K | Sell |
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|
2023
Q1 | $520K | Buy |
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|
2022
Q4 | $447K | Buy |
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|
2022
Q3 | $381K | Hold |
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|
2022
Q2 | $416K | Buy |
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|
2022
Q1 | $435K | Sell |
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|
2021
Q4 | $451K | Sell |
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|
2021
Q3 | $446K | Sell |
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|
2021
Q2 | $519K | Sell |
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|
2021
Q1 | $467K | Buy |
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|
2020
Q4 | $333K | Buy |
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|
2020
Q3 | $255K | Sell |
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|
2020
Q2 | $513K | Buy |
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|
2020
Q1 | $516K | Buy |
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|
2019
Q4 | $510K | Sell |
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|
2019
Q3 | $693K | Buy |
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|
2019
Q2 | $283K | Sell |
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|
2019
Q1 | $318K | Buy |
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|
2018
Q4 | $286K | Buy |
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|
2018
Q3 | $299K | Buy |
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|
2018
Q2 | $313K | Buy |
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