Calton & Associates’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
Q4 | $242K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $222K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $208K | Sell |
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|
2022
Q4 | $257K | Buy |
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|
2022
Q3 | $202K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $302K | Buy |
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|
2021
Q4 | $296K | Sell |
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|
2021
Q3 | $325K | Buy |
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|
2021
Q2 | $302K | Sell |
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|
2021
Q1 | $328K | Sell |
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|
2020
Q4 | $903K | Buy |
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|
2020
Q3 | $325K | Sell |
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|
2020
Q2 | $446K | Buy |
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|
2020
Q1 | $431K | Sell |
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|
2019
Q4 | $820K | Buy |
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|
2019
Q3 | $695K | Buy |
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|
2019
Q2 | $510K | Buy |
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|
2019
Q1 | $310K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $410K | Buy |
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|
2018
Q2 | $442K | Sell |
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|
2018
Q1 | $1.49M | Sell |
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|
2017
Q4 | $1.88M | Buy |
|