Boston 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
Q2 | $290K | Hold |
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|
2025
Q1 | $260K | Hold |
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|
2024
Q4 | $254K | Hold |
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|
2024
Q3 | $205K | Sell |
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|
2024
Q2 | $220K | Hold |
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|
2024
Q1 | $214K | Sell |
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|
2023
Q4 | $231K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $200K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $206K | Sell |
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|
2022
Q2 | $201K | Sell |
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|
2022
Q1 | $250K | Hold |
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|
2021
Q4 | $247K | Hold |
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|
2021
Q3 | $239K | Sell |
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|
2021
Q2 | $245K | Hold |
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|
2021
Q1 | $211K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $211K | Sell |
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|
2020
Q1 | $254K | Sell |
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|
2019
Q4 | $573K | Sell |
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|
2019
Q3 | $569K | Sell |
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|
2019
Q2 | $561K | Hold |
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|
2019
Q1 | $573K | Hold |
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|
2018
Q4 | $546K | Buy |
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|
2018
Q3 | $532K | Hold |
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|
2018
Q2 | $561K | Sell |
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|
2018
Q1 | $730K | Sell |
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|
2017
Q4 | $1.13M | Sell |
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|
2017
Q3 | $1.17M | Sell |
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|
2017
Q2 | $1.62M | Buy |
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|
2017
Q1 | $1.63M | Sell |
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|
2016
Q4 | $1.78M | Sell |
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|
2016
Q3 | $1.46M | Sell |
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|
2016
Q2 | $2.29M | Buy |
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|
2016
Q1 | $2.32M | Buy |
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|
2015
Q4 | $2.56M | Buy |
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|
2015
Q3 | $2.39M | Buy |
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|
2015
Q2 | $2.55M | Sell |
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|
2015
Q1 | $2.51M | Buy |
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|
2014
Q4 | $2.53M | Buy |
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|
2014
Q3 | $2.35M | Buy |
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|
2014
Q2 | $2.36M | Buy |
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|
2014
Q1 | $1.98M | Sell |
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|
2013
Q4 | $1.81M | Buy |
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|
2013
Q3 | $1.64M | Sell |
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|
2013
Q2 | $1.64M | Buy |
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