BigSur Wealth 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 | $633K | Hold |
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|
2025
Q2 | $605K | Hold |
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|
2025
Q1 | $542K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $317K | Sell |
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|
2021
Q1 | $352K | Buy |
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|
2020
Q4 | $211K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $214K | Sell |
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|
2019
Q4 | $433K | Hold |
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|
2019
Q3 | $406K | Hold |
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|
2019
Q2 | $384K | Hold |
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|
2019
Q1 | $389K | Hold |
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|
2018
Q4 | $371K | Buy |
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|
2018
Q3 | $368K | Sell |
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|
2018
Q2 | $549K | Hold |
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|
2018
Q1 | $519K | Buy |
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|
2017
Q4 | $576K | Hold |
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|
2017
Q3 | $524K | Sell |
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|
2017
Q2 | $688K | Hold |
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|
2017
Q1 | $716K | Hold |
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|
2016
Q4 | $716K | Buy |
|