Family 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 | $543K | Buy |
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|
2025
Q2 | $347K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $209K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $311K | Buy |
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|
2019
Q3 | $266K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $3.02M | Buy |
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|
2018
Q1 | $2.79M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $3.89M | Sell |
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|
2014
Q2 | $4.07M | Sell |
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|
2014
Q1 | $3.9M | Sell |
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|
2013
Q4 | $5.59M | Sell |
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|
2013
Q3 | $5.14M | Sell |
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|
2013
Q2 | $6.38M | Buy |
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