BOK Financial Private Wealth’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 | $155K | Hold |
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|
2025
Q1 | $139K | Sell |
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|
2024
Q4 | $141K | Sell |
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|
2024
Q3 | $147K | Buy |
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|
2024
Q2 | $121K | Hold |
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|
2024
Q1 | $118K | Hold |
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|
2023
Q4 | $100K | Sell |
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|
2023
Q3 | $96.7K | Hold |
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|
2023
Q2 | $101K | Sell |
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|
2023
Q1 | $91K | Buy |
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|
2022
Q4 | $97.7K | Sell |
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|
2022
Q3 | $99K | Hold |
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|
2022
Q2 | $96K | Sell |
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|
2022
Q1 | $788K | Buy |
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|
2021
Q4 | $623K | Buy |
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|
2021
Q3 | $519K | Buy |
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|
2021
Q2 | $386K | Buy |
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|
2021
Q1 | $208K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $538K | Buy |
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|
2019
Q3 | $380K | Buy |
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|
2019
Q2 | $281K | Buy |
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|
2019
Q1 | $234K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $385K | Sell |
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|
2017
Q4 | $449K | Buy |
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|
2017
Q3 | $361K | Sell |
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|
2017
Q2 | $995K | Sell |
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|
2017
Q1 | $1.53M | Sell |
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|
2016
Q4 | $1.5M | Sell |
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|
2016
Q3 | $956K | Buy |
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|
2016
Q2 | $1.43M | Sell |
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|
2016
Q1 | $1.43M | Sell |
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|
2015
Q4 | $1.29M | Buy |
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|
2015
Q3 | $1.12M | Buy |
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|
2015
Q2 | $1.14M | Buy |
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|
2015
Q1 | $1.1M | Sell |
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|
2014
Q4 | $1.23M | Sell |
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|
2014
Q3 | $1.23M | Sell |
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|
2014
Q2 | $1.25M | Buy |
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|
2014
Q1 | $1.18M | Buy |
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|
2013
Q4 | $1.08M | Sell |
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|
2013
Q3 | $1.01M | Buy |
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|
2013
Q2 | $840K | Buy |
|