Boston Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $272K | Sell |
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|
2024
Q3 | $228K | Sell |
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|
2024
Q2 | $240K | Buy |
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|
2024
Q1 | $218K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $233K | Hold |
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|
2022
Q3 | $227K | Sell |
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|
2022
Q2 | $268K | Buy |
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|
2022
Q1 | $214K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $144K | Sell |
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|
2020
Q1 | $520K | Sell |
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|
2019
Q4 | $1.25M | Sell |
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|
2019
Q3 | $1.37M | Sell |
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|
2019
Q2 | $1.55M | Sell |
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|
2019
Q1 | $1.91M | Sell |
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|
2018
Q4 | $2.17M | Sell |
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|
2018
Q3 | $3.37M | Sell |
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|
2018
Q2 | $3.76M | Sell |
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|
2018
Q1 | $3.76M | Sell |
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|
2017
Q4 | $4.99M | Sell |
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|
2017
Q3 | $4.64M | Sell |
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|
2017
Q2 | $5.35M | Sell |
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|
2017
Q1 | $5.63M | Sell |
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|
2016
Q4 | $5.67M | Sell |
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|
2016
Q3 | $5.02M | Sell |
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|
2016
Q2 | $7.6M | Buy |
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|
2016
Q1 | $7.56M | Sell |
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|
2015
Q4 | $8.95M | Buy |
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|
2015
Q3 | $8.43M | Buy |
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|
2015
Q2 | $8.92M | Sell |
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|
2015
Q1 | $8.67M | Buy |
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|
2014
Q4 | $8.62M | Buy |
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|
2014
Q3 | $7.74M | Sell |
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|
2014
Q2 | $8.15M | Buy |
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|
2014
Q1 | $7.27M | Buy |
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|
2013
Q4 | $5.91M | Buy |
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|
2013
Q3 | $5.24M | Buy |
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|
2013
Q2 | $5.11M | Buy |
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