Belpointe Asset 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 | $1.68M | Buy |
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|
2025
Q2 | $1.39M | Buy |
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|
2025
Q1 | $845K | Buy |
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|
2024
Q4 | $591K | Sell |
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|
2024
Q3 | $616K | Buy |
|
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|
2024
Q2 | $514K | Sell |
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|
2024
Q1 | $1.08M | Buy |
|
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|
2023
Q4 | $625K | Sell |
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|
2023
Q3 | $521K | Buy |
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|
2023
Q2 | $380K | Sell |
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|
2023
Q1 | $994K | Sell |
|
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|
2022
Q4 | $1.61M | Sell |
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|
2022
Q3 | $1.68M | Sell |
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|
2022
Q2 | $1.65M | Sell |
|
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|
2022
Q1 | $2.64M | Buy |
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|
2021
Q4 | $2.49M | Buy |
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|
2021
Q3 | $1.52M | Buy |
|
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|
2021
Q2 | $1.44M | Buy |
|
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|
2021
Q1 | $1.2M | Sell |
|
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|
2020
Q4 | $1.08M | Sell |
|
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|
2020
Q3 | $1.06M | Buy |
|
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|
2020
Q2 | $882K | Sell |
|
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|
2020
Q1 | $1.11M | Buy |
|
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|
2019
Q4 | $702K | Buy |
|
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|
2019
Q3 | $479K | Sell |
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|
2019
Q2 | $462K | Sell |
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|
2019
Q1 | $980K | Buy |
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|
2018
Q4 | $560K | Sell |
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|
2018
Q3 | $828K | Buy |
|
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|
2018
Q2 | $692K | Buy |
|
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|
2018
Q1 | – | Sell |
|
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|
2017
Q4 | $219K | Sell |
|
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|
2017
Q3 | $242K | Buy |
|