Doliver 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
Q3 | $643K | Hold |
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|
2025
Q2 | $615K | Hold |
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|
2025
Q1 | $551K | Sell |
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|
2024
Q4 | $550K | Hold |
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|
2024
Q3 | $442K | Buy |
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|
2024
Q2 | $461K | Hold |
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|
2024
Q1 | $450K | Sell |
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|
2023
Q4 | $419K | Sell |
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|
2023
Q3 | $377K | Sell |
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|
2023
Q2 | $397K | Sell |
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|
2023
Q1 | $354K | Buy |
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|
2022
Q4 | $381K | Sell |
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|
2022
Q3 | $373K | Sell |
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|
2022
Q2 | $365K | Hold |
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|
2022
Q1 | $451K | Buy |
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|
2021
Q4 | $319K | Sell |
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|
2021
Q3 | $738K | Buy |
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|
2021
Q2 | $709K | Sell |
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|
2021
Q1 | $615K | Sell |
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|
2020
Q4 | $489K | Buy |
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|
2020
Q3 | $380K | Buy |
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|
2020
Q2 | $405K | Buy |
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|
2020
Q1 | $295K | Buy |
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|
2019
Q4 | $381K | Sell |
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|
2019
Q3 | $380K | Buy |
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|
2019
Q2 | $337K | Buy |
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|
2019
Q1 | $310K | Buy |
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|
2018
Q4 | $241K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $239K | Buy |
|