BBR 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
Q2 | $1.39M | Sell |
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|
2025
Q1 | $1.25M | Sell |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $983K | Sell |
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|
2024
Q2 | $1.06M | Sell |
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|
2024
Q1 | $1.22M | Buy |
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|
2023
Q4 | $574K | Sell |
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|
2023
Q3 | $739K | Buy |
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|
2023
Q2 | $433K | Sell |
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|
2023
Q1 | $414K | Sell |
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|
2022
Q4 | $541K | Sell |
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|
2022
Q3 | $550K | Sell |
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|
2022
Q2 | $842K | Hold |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $557K | Sell |
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|
2021
Q3 | $680K | Buy |
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|
2021
Q2 | $542K | Sell |
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|
2021
Q1 | $516K | Buy |
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|
2020
Q4 | $356K | Buy |
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|
2020
Q3 | $273K | Buy |
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|
2020
Q2 | $250K | Sell |
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|
2020
Q1 | $366K | Sell |
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|
2019
Q4 | $964K | Buy |
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|
2019
Q3 | $278K | Buy |
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|
2019
Q2 | $257K | Sell |
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|
2019
Q1 | $339K | Sell |
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|
2018
Q4 | $402K | Buy |
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|
2018
Q3 | $284K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $385K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $454K | Buy |
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|
2013
Q2 | $439K | Buy |
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