Berkeley Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $219K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $675K | Buy |
|
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $414K | Sell |
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|
2018
Q3 | $515K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $539K | Sell |
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|
2017
Q3 | $679K | Buy |
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|
2017
Q2 | $625K | Sell |
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|
2017
Q1 | $710K | Sell |
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|
2016
Q4 | $754K | Sell |
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|
2016
Q3 | $628K | Buy |
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|
2016
Q2 | $563K | Buy |
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|
2016
Q1 | $498K | Buy |
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|
2015
Q4 | $456K | Buy |
|