Buckley Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Sell |
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|
2025
Q1 | $215K | Hold |
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|
2024
Q4 | $211K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $213K | Sell |
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|
2022
Q3 | $211K | Sell |
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|
2022
Q2 | $212K | Sell |
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|
2022
Q1 | $263K | Buy |
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|
2021
Q4 | $232K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $210K | Buy |
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|
2019
Q4 | $384K | Hold |
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|
2019
Q3 | $360K | Sell |
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|
2019
Q2 | $741K | Sell |
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|
2019
Q1 | $842K | Sell |
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|
2018
Q4 | $841K | Sell |
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|
2018
Q3 | $1.33M | Buy |
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|
2018
Q2 | $1.39M | Buy |
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|
2018
Q1 | $1.19M | Buy |
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|
2017
Q4 | $1.37M | Buy |
|