Focused 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 | $415K | Buy |
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|
2025
Q2 | $210K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $79.9K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $34.2K | Buy |
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|
2023
Q3 | $15.5K | Sell |
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|
2023
Q2 | $19.2K | Hold |
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|
2023
Q1 | $16.8K | Sell |
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|
2022
Q4 | $19.3K | Buy |
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|
2022
Q3 | $18K | Buy |
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|
2022
Q2 | $17K | Sell |
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|
2022
Q1 | $99K | Sell |
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|
2021
Q4 | $198K | Buy |
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|
2021
Q3 | $169K | Buy |
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|
2021
Q2 | $159K | Hold |
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|
2021
Q1 | $137K | Hold |
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|
2020
Q4 | $106K | Sell |
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|
2020
Q3 | $135K | Buy |
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|
2020
Q2 | $95K | Buy |
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|
2020
Q1 | $107K | Buy |
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|
2019
Q4 | $195K | Hold |
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|
2019
Q3 | $183K | Buy |
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|
2019
Q2 | $29K | Hold |
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|
2019
Q1 | $30K | Hold |
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|
2018
Q4 | $29K | Hold |
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|
2018
Q3 | $33K | Hold |
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|
2018
Q2 | $34K | Hold |
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|
2018
Q1 | $33K | Buy |
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|
2017
Q4 | $32K | Sell |
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|
2017
Q3 | $60K | Sell |
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|
2017
Q2 | $122K | Sell |
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|
2017
Q1 | $125K | Sell |
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|
2016
Q4 | $135K | Sell |
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|
2016
Q3 | $165K | Sell |
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|
2016
Q2 | $366K | Buy |
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|
2016
Q1 | $251K | Buy |
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|
2015
Q4 | $268K | Buy |
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|
2015
Q3 | $252K | Buy |
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|
2015
Q2 | $253K | Buy |
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|
2015
Q1 | $244K | Sell |
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|
2014
Q4 | $253K | Buy |
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|
2014
Q3 | $237K | Buy |
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|
2014
Q2 | $240K | Sell |
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|
2014
Q1 | $237K | Buy |
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|
2013
Q4 | $216K | Buy |
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|
2013
Q3 | $195K | Buy |
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