Coastal Bridge 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 | $1.13M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $741K | Hold |
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|
2024
Q3 | $596K | Hold |
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|
2024
Q2 | $627K | Hold |
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|
2024
Q1 | $612K | Hold |
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|
2023
Q4 | $519K | Buy |
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|
2023
Q3 | $428K | Hold |
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|
2023
Q2 | $447K | Sell |
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|
2023
Q1 | $395K | Hold |
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|
2022
Q4 | $436K | Buy |
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|
2022
Q3 | $417K | Sell |
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|
2022
Q2 | $412K | Buy |
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|
2022
Q1 | $502K | Sell |
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|
2021
Q4 | $815K | Buy |
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|
2021
Q3 | $485K | Hold |
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|
2021
Q2 | $473K | Buy |
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|
2021
Q1 | $406K | Hold |
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|
2020
Q4 | $314K | Sell |
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|
2020
Q3 | $256K | Sell |
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|
2020
Q2 | $319K | Buy |
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|
2020
Q1 | $354K | Buy |
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|
2019
Q4 | $553K | Sell |
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|
2019
Q3 | $595K | Buy |
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|
2019
Q2 | $485K | Buy |
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|
2019
Q1 | $494K | Hold |
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|
2018
Q4 | $471K | Hold |
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|
2018
Q3 | $537K | Sell |
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|
2018
Q2 | $608K | Buy |
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|
2018
Q1 | $526K | Hold |
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|
2017
Q4 | $613K | Hold |
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|
2017
Q3 | $554K | Hold |
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|
2017
Q2 | $556K | Buy |
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|
2017
Q1 | $462K | Buy |
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