BSW Wealth Partners’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
Q3 | $292K | Buy |
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|
2025
Q2 | $247K | Buy |
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|
2025
Q1 | $221K | Sell |
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|
2024
Q4 | $230K | Buy |
|
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $302K | Buy |
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|
2019
Q3 | $262K | Buy |
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|
2019
Q2 | $220K | Sell |
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|
2019
Q1 | $235K | Buy |
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|
2018
Q4 | $216K | Sell |
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|
2018
Q3 | $247K | Sell |
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|
2018
Q2 | $267K | Buy |
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|
2018
Q1 | $231K | Buy |
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|
2017
Q4 | $255K | Buy |
|