Biltmore Family Office’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 | $794K | Buy |
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|
2025
Q2 | $755K | Sell |
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|
2025
Q1 | $691K | Sell |
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|
2024
Q4 | $686K | Sell |
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|
2024
Q3 | $556K | Buy |
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|
2024
Q2 | $557K | Buy |
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|
2024
Q1 | $504K | Hold |
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|
2023
Q4 | $428K | Hold |
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|
2023
Q3 | $356K | Hold |
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|
2023
Q2 | $371K | Sell |
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|
2023
Q1 | $376K | Buy |
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|
2022
Q4 | $395K | Buy |
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|
2022
Q3 | $351K | Buy |
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|
2022
Q2 | $341K | Sell |
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|
2022
Q1 | $532K | Buy |
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|
2021
Q4 | $418K | Sell |
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|
2021
Q3 | $494K | Sell |
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|
2021
Q2 | $489K | Hold |
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|
2021
Q1 | $422K | Sell |
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|
2020
Q4 | $368K | Sell |
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|
2020
Q3 | $301K | Sell |
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|
2020
Q2 | $329K | Hold |
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|
2020
Q1 | $368K | Sell |
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|
2019
Q4 | $815K | Buy |
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|
2019
Q3 | $640K | Sell |
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|
2019
Q2 | $653K | Sell |
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|
2019
Q1 | $740K | Hold |
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|
2018
Q4 | $706K | Buy |
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|
2018
Q3 | $760K | Hold |
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|
2018
Q2 | $801K | Sell |
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|
2018
Q1 | $935K | Buy |
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|
2017
Q4 | $900K | Buy |
|