Destination 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 | $344K | Sell |
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|
2025
Q1 | $344K | Sell |
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|
2024
Q4 | $627K | Buy |
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|
2024
Q3 | $272K | Sell |
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|
2024
Q2 | $476K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $282K | Buy |
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|
2022
Q1 | $341K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $274K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $198K | Buy |
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|
2019
Q1 | $119K | Sell |
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|
2018
Q4 | $144K | Buy |
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|
2018
Q3 | $163K | Sell |
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|
2018
Q2 | $188K | Sell |
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|
2018
Q1 | $6.71M | Buy |
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|
2017
Q4 | $307K | Sell |
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|
2017
Q3 | $393K | Sell |
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|
2017
Q2 | $395K | Sell |
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|
2017
Q1 | $628K | Sell |
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|
2016
Q4 | $735K | Buy |
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|
2016
Q3 | $448K | Buy |
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|
2016
Q2 | $432K | Buy |
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|
2016
Q1 | $313K | Hold |
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|
2015
Q4 | $313K | Buy |
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|
2015
Q3 | $247K | Sell |
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|
2015
Q2 | $2.86M | Buy |
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|
2015
Q1 | $227K | Sell |
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|
2014
Q4 | $238K | Sell |
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|
2014
Q3 | $251K | Sell |
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|
2014
Q2 | $396K | Buy |
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|
2014
Q1 | $343K | Sell |
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|
2013
Q4 | $546K | Buy |
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