Coastwise Capital Group’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
$968K Buy
2025
Q2
$921K Sell
2025
Q1
$829K Sell
2024
Q4
$1.85M Sell
2024
Q3
$1.49M Buy