Bristlecone Advisors’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 | – | Sell |
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|
2025
Q1 | $392K | Sell |
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|
2024
Q4 | $452K | Sell |
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|
2024
Q3 | $368K | Sell |
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|
2024
Q2 | $448K | Sell |
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|
2024
Q1 | $475K | Sell |
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|
2023
Q4 | $548K | Sell |
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|
2023
Q3 | $819K | Sell |
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|
2023
Q2 | $864K | Buy |
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|
2023
Q1 | $749K | Sell |
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|
2022
Q4 | $850K | Hold |
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|
2022
Q3 | $828K | Sell |
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|
2022
Q2 | $833K | Buy |
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|
2022
Q1 | $857K | Buy |
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|
2021
Q4 | $788K | Buy |
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|
2021
Q3 | $742K | Sell |
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|
2021
Q2 | $744K | Buy |
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|
2021
Q1 | $641K | Buy |
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|
2020
Q4 | $490K | Buy |
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|
2020
Q3 | $298K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $414K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $368K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $221K | Sell |
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|
2016
Q4 | $235K | Sell |
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|
2016
Q3 | $2.2M | Sell |
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|
2016
Q2 | $2.74M | Buy |
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|
2016
Q1 | $2.62M | Buy |
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|
2015
Q4 | $2.85M | Buy |
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