Fort Point Capital Partners’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 | $542K | Sell |
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|
2025
Q1 | $500K | Sell |
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|
2024
Q4 | $533K | Sell |
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|
2024
Q3 | $483K | Buy |
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|
2024
Q2 | $507K | Sell |
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|
2024
Q1 | $503K | Sell |
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|
2023
Q4 | $462K | Buy |
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|
2023
Q3 | $370K | Sell |
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|
2023
Q2 | $450K | Buy |
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|
2023
Q1 | $387K | Buy |
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|
2022
Q4 | $427K | Sell |
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|
2022
Q3 | $706K | Sell |
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|
2022
Q2 | $901K | Buy |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $1.11M | Buy |
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|
2021
Q3 | $547K | Buy |
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|
2021
Q2 | $352K | Hold |
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|
2021
Q1 | $304K | Hold |
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|
2020
Q4 | $235K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $278K | Buy |
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|
2019
Q3 | $251K | Buy |
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|
2019
Q2 | $202K | Sell |
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|
2019
Q1 | $211K | Sell |
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|
2018
Q4 | $446K | Sell |
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|
2018
Q3 | $618K | Buy |
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|
2018
Q2 | $453K | Sell |
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|
2018
Q1 | $869K | Sell |
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|
2017
Q4 | $2.16M | Buy |
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|
2017
Q3 | $1.77M | Buy |
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|
2017
Q2 | $240K | Sell |
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|
2017
Q1 | $277K | Buy |
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|
2016
Q4 | $239K | Sell |
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|
2016
Q3 | $595K | Buy |
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|
2016
Q2 | $508K | Buy |
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|
2016
Q1 | $397K | Sell |
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|
2015
Q4 | $679K | Buy |
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|
2015
Q3 | $495K | Buy |
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|
2015
Q2 | $337K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $311K | Buy |
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|
2014
Q2 | $210K | Sell |
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|
2014
Q1 | $244K | Buy |
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