Boit C.F. David’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 | $843K | Hold |
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|
2025
Q1 | $755K | Sell |
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|
2024
Q4 | $1.09M | Hold |
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|
2024
Q3 | $858K | Hold |
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|
2024
Q2 | $922K | Hold |
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|
2024
Q1 | $924K | Sell |
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|
2023
Q4 | $943K | Hold |
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|
2023
Q3 | $767K | Sell |
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|
2023
Q2 | $989K | Sell |
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|
2023
Q1 | $978K | Hold |
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|
2022
Q4 | $1.08M | Hold |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q1 | $1.25M | Hold |
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|
2021
Q4 | $1.25M | Hold |
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|
2021
Q3 | $1.23M | Hold |
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|
2021
Q2 | $1.19M | Buy |
|