First Foundation 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
Q2 | $321K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $226K | Hold |
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|
2024
Q1 | $220K | Hold |
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|
2023
Q4 | $187K | Sell |
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|
2023
Q3 | $454K | Sell |
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|
2023
Q2 | $507K | Sell |
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|
2023
Q1 | $503K | Sell |
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|
2022
Q4 | $771K | Buy |
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|
2022
Q3 | $555K | Buy |
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|
2022
Q2 | $509K | Sell |
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|
2022
Q1 | $730K | Buy |
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|
2021
Q4 | $643K | Buy |
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|
2021
Q3 | $547K | Sell |
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|
2021
Q2 | $686K | Buy |
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|
2021
Q1 | $518K | Sell |
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|
2020
Q4 | $474K | Sell |
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|
2020
Q3 | $405K | Sell |
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|
2020
Q2 | $503K | Sell |
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|
2020
Q1 | $570K | Buy |
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|
2019
Q4 | $1.03M | Sell |
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|
2019
Q3 | $1.13M | Sell |
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|
2019
Q2 | $1.26M | Buy |
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|
2019
Q1 | $729K | Sell |
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|
2018
Q4 | $778K | Sell |
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|
2018
Q3 | $927K | Sell |
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|
2018
Q2 | $982K | Buy |
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|
2018
Q1 | $880K | Sell |
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|
2017
Q4 | $23.1M | Buy |
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|
2017
Q3 | $21M | Sell |
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|
2017
Q2 | $31.9M | Buy |
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|
2017
Q1 | $31.4M | Buy |
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|
2016
Q4 | $31M | Sell |
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|
2016
Q3 | $25M | Sell |
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|
2016
Q2 | $27.2M | Sell |
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|
2016
Q1 | $28.2M | Buy |
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|
2015
Q4 | $31.1M | Buy |
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|
2015
Q3 | $27.6M | Buy |
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|
2015
Q2 | $29.5M | Sell |
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|
2015
Q1 | $28.8M | Buy |
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|
2014
Q4 | $26.8M | Buy |
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|
2014
Q3 | $24.7M | Buy |
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|
2014
Q2 | $24M | Buy |
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|
2014
Q1 | $21.9M | Buy |
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|
2013
Q4 | $19.3M | Buy |
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|
2013
Q3 | $10.1M | Buy |
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|
2013
Q2 | $9.4M | Buy |
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