Blue Fin Capital’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
Q2 | $252K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $234K | Sell |
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|
2018
Q2 | $255K | Buy |
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|
2018
Q1 | $227K | Sell |
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|
2017
Q4 | $767K | Sell |
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|
2017
Q3 | $779K | Sell |
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|
2017
Q2 | $891K | Sell |
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|
2017
Q1 | $986K | Sell |
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|
2016
Q4 | $1.01M | Buy |
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|
2016
Q3 | $724K | Sell |
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|
2016
Q2 | $827K | Hold |
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|
2016
Q1 | $845K | Sell |
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|
2015
Q4 | $1.09M | Buy |
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|
2015
Q3 | $1.02M | Hold |
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|
2015
Q2 | $1.12M | Buy |
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|
2015
Q1 | $1.07M | Buy |
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|
2014
Q4 | $1.08M | Buy |
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|
2014
Q3 | $1M | Buy |
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|
2014
Q2 | $990K | Buy |
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|
2014
Q1 | $887K | Sell |
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|
2013
Q4 | $816K | Buy |
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