Fermata 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 | $609K | Hold |
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|
2025
Q2 | $582K | Sell |
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|
2025
Q1 | $915K | Buy |
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|
2024
Q4 | $219K | Sell |
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|
2024
Q3 | $241K | Buy |
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|
2024
Q2 | $251K | Hold |
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|
2024
Q1 | $245K | Sell |
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|
2023
Q4 | $230K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $208K | Sell |
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|
2021
Q4 | $233K | Buy |
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|
2021
Q3 | $214K | Buy |
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|
2021
Q2 | $205K | Buy |
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