Freestone Capital Holdings’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 | $12.8M | Sell |
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|
2025
Q1 | $12.7M | Sell |
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|
2024
Q4 | $13.3M | Sell |
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|
2024
Q3 | $11.6M | Sell |
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|
2024
Q2 | $12.9M | Sell |
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|
2024
Q1 | $12.8M | Buy |
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|
2023
Q4 | $9.39M | Sell |
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|
2023
Q3 | $8.25M | Buy |
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|
2023
Q2 | $7.82M | Buy |
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|
2023
Q1 | $6.18M | Buy |
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|
2022
Q4 | $6.8M | Sell |
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|
2022
Q3 | $6.64M | Sell |
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|
2022
Q2 | $6.85M | Sell |
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|
2022
Q1 | $8.89M | Sell |
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|
2021
Q4 | $8.93M | Buy |
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|
2021
Q3 | $8.42M | Buy |
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|
2021
Q2 | $7.69M | Buy |
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|
2021
Q1 | $2.79M | Sell |
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|
2020
Q4 | $3.1M | Buy |
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|
2020
Q3 | $1.63M | Sell |
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|
2020
Q2 | $6.27K | Buy |
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|
2020
Q1 | $4.88K | Buy |
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|
2019
Q4 | $5.96K | Buy |
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|
2019
Q3 | $3.67K | Buy |
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|
2019
Q2 | $2.71K | Buy |
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|
2019
Q1 | $2.64M | Sell |
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|
2018
Q4 | $2.78M | Sell |
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|
2018
Q3 | $4.13M | Sell |
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|
2018
Q2 | $4.57M | Buy |
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|
2018
Q1 | $1.86M | Sell |
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|
2017
Q4 | $2.44M | Sell |
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|
2017
Q3 | $2.46M | Sell |
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|
2017
Q2 | $2.82M | Sell |
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|
2017
Q1 | $3.01M | Sell |
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|
2016
Q4 | $3.04M | Buy |
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|
2016
Q3 | $1.6M | Buy |
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|
2016
Q2 | $1.71M | Sell |
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|
2016
Q1 | $1.79M | Buy |
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|
2015
Q4 | $1.8M | Sell |
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|
2015
Q3 | $1.73M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $263K | Buy |
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