Evermay 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
Q3 | $760K | Hold |
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|
2025
Q2 | $726K | Buy |
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|
2025
Q1 | $622K | Hold |
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|
2024
Q4 | $609K | Sell |
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|
2024
Q3 | $492K | Hold |
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|
2024
Q2 | $517K | Hold |
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|
2024
Q1 | $504K | Sell |
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|
2023
Q4 | $430K | Buy |
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|
2023
Q3 | $356K | Hold |
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|
2023
Q2 | $371K | Buy |
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|
2023
Q1 | $324K | Buy |
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|
2022
Q4 | $343K | Hold |
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|
2022
Q3 | $334K | Hold |
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|
2022
Q2 | $325K | Sell |
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|
2022
Q1 | $409K | Buy |
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|
2021
Q4 | $93K | Hold |
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|
2021
Q3 | $90K | Sell |
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|
2021
Q2 | $184K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $355K | Buy |
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|
2019
Q3 | $314K | Sell |
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|
2019
Q2 | $309K | Sell |
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|
2019
Q1 | $362K | Buy |
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|
2018
Q4 | $345K | Buy |
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|
2018
Q3 | $351K | Buy |
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|
2018
Q2 | $370K | Sell |
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|
2018
Q1 | $352K | Buy |
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|
2017
Q4 | $261K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $421K | Buy |
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|
2016
Q2 | $441K | Buy |
|
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|
2016
Q1 | $421K | Sell |
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|
2015
Q4 | $476K | Buy |
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|
2015
Q3 | $344K | Buy |
|
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|
2015
Q2 | $247K | Sell |
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|
2015
Q1 | $251K | Sell |
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|
2014
Q4 | $270K | Sell |
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|
2014
Q3 | $310K | Buy |
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|
2014
Q2 | $275K | Buy |
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