Flagstone Financial 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 | $944K | Buy |
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|
2025
Q2 | $901K | Sell |
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|
2025
Q1 | $819K | Buy |
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|
2024
Q4 | $790K | Sell |
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|
2024
Q3 | $640K | Sell |
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|
2024
Q2 | $678K | Buy |
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|
2024
Q1 | $648K | Sell |
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|
2023
Q4 | $551K | Buy |
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|
2023
Q3 | $425K | Hold |
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|
2023
Q2 | $444K | Sell |
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|
2023
Q1 | $394K | Buy |
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|
2022
Q4 | $436K | Buy |
|