Blue Bell Private 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 | $346K | Sell |
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|
2025
Q2 | $333K | Buy |
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|
2025
Q1 | $296K | Buy |
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|
2024
Q4 | $289K | Sell |
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|
2024
Q3 | $238K | Buy |
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|
2024
Q2 | $241K | Sell |
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|
2024
Q1 | $242K | Buy |
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|
2023
Q4 | $202K | Sell |
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|
2023
Q3 | $176K | Buy |
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|
2023
Q2 | $168K | Hold |
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|
2023
Q1 | $147K | Hold |
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|
2022
Q4 | $162K | Hold |
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|
2022
Q3 | $158K | Hold |
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|
2022
Q2 | $154K | Hold |
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|
2022
Q1 | $191K | Hold |
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|
2021
Q4 | $189K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $310K | Sell |
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|
2016
Q2 | $336K | Sell |
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|
2016
Q1 | $488K | Buy |
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|
2015
Q4 | $380K | Buy |
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|
2015
Q3 | $359K | Buy |
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|
2015
Q2 | $388K | Sell |
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|
2015
Q1 | $379K | Sell |
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|
2014
Q4 | $393K | Buy |
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|
2014
Q3 | $326K | Hold |
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|
2014
Q2 | $330K | Hold |
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|
2014
Q1 | $312K | Sell |
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|
2013
Q4 | $290K | Buy |
|