BA
Bristlecone Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,464
| Closed | -$392K | – | 381 |
|
|
2025
Q1 | $392K | Sell |
5,464
-965
| -15% | -$69.3K | 0.03% | 216 |
|
|
2024
Q4 | $452K | Sell |
6,429
-87
| -1% | -$6.11K | 0.04% | 205 |
|
|
2024
Q3 | $368K | Sell |
6,516
-1,034
| -14% | -$58.4K | 0.03% | 209 |
|
|
2024
Q2 | $448K | Sell |
7,550
-648
| -8% | -$38.5K | 0.04% | 193 |
|
|
2024
Q1 | $475K | Sell |
8,198
-2,936
| -26% | -$170K | 0.04% | 189 |
|
|
2023
Q4 | $548K | Sell |
11,134
-8,899
| -44% | -$438K | 0.06% | 173 |
|
|
2023
Q3 | $819K | Sell |
20,033
-200
| -1% | -$8.17K | 0.09% | 141 |
|
|
2023
Q2 | $864K | Buy |
20,233
+200
| +1% | +$8.54K | 0.09% | 139 |
|
|
2023
Q1 | $749K | Sell |
20,033
-544
| -3% | -$20.3K | 0.08% | 142 |
|
|
2022
Q4 | $850K | Hold |
20,577
| – | – | 0.1% | 135 |
|
|
2022
Q3 | $828K | Sell |
20,577
-689
| -3% | -$27.7K | 0.11% | 132 |
|
|
2022
Q2 | $833K | Buy |
21,266
+3,577
| +20% | +$140K | 0.1% | 130 |
|
|
2022
Q1 | $857K | Buy |
17,689
+1,261
| +8% | +$61.1K | 0.11% | 128 |
|
|
2021
Q4 | $788K | Buy |
16,428
+441
| +3% | +$21.2K | 0.09% | 136 |
|
|
2021
Q3 | $742K | Sell |
15,987
-443
| -3% | -$20.6K | 0.1% | 135 |
|
|
2021
Q2 | $744K | Buy |
16,430
+32
| +0.2% | +$1.45K | 0.1% | 128 |
|
|
2021
Q1 | $641K | Buy |
16,398
+168
| +1% | +$6.57K | 0.1% | 133 |
|
|
2020
Q4 | $490K | Buy |
16,230
+3,560
| +28% | +$107K | 0.08% | 139 |
|
|
2020
Q3 | $298K | Buy |
+12,670
| New | +$298K | 0.05% | 154 |
|
|
2020
Q1 | – | Sell |
-7,696
| Closed | -$414K | – | 206 |
|
|
2019
Q4 | $414K | Buy |
+7,696
| New | +$414K | 0.08% | 144 |
|
|
2019
Q3 | – | Sell |
-7,777
| Closed | -$368K | – | 183 |
|
|
2019
Q2 | $368K | Buy |
+7,777
| New | +$368K | 0.09% | 139 |
|
|
2017
Q2 | – | Sell |
-3,979
| Closed | -$221K | – | 156 |
|
|
2017
Q1 | $221K | Sell |
3,979
-294
| -7% | -$16.3K | 0.08% | 142 |
|
|
2016
Q4 | $235K | Sell |
4,273
-45,458
| -91% | -$2.5M | 0.08% | 137 |
|
|
2016
Q3 | $2.2M | Sell |
49,731
-8,151
| -14% | -$361K | 0.79% | 39 |
|
|
2016
Q2 | $2.74M | Buy |
57,882
+3,741
| +7% | +$177K | 1.01% | 26 |
|
|
2016
Q1 | $2.62M | Buy |
54,141
+1,640
| +3% | +$79.3K | 1.04% | 26 |
|
|
2015
Q4 | $2.85M | Buy |
+52,501
| New | +$2.85M | 1.21% | 15 |
|