Belmont Capital’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 | $532K | Hold |
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|
2025
Q1 | $477K | Sell |
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|
2024
Q4 | $470K | Sell |
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|
2024
Q3 | $384K | Hold |
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|
2024
Q2 | $403K | Buy |
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|
2024
Q1 | $273K | Sell |
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|
2023
Q4 | $453K | Buy |
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|
2023
Q3 | $195K | Buy |
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|
2023
Q2 | $44.6K | Buy |
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|
2023
Q1 | $20.7K | Hold |
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|
2022
Q4 | $23K | Hold |
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|
2022
Q3 | $22K | Buy |
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