Garde Capital’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 | – | Sell |
-1,017
| Closed | -$81.5K | – | 810 |
|
|
2025
Q2 | $81.5K | Buy |
1,017
+59
| +6% | +$4.25K | ﹤0.01% | 303 |
|
|
2025
Q1 | $68.8K | Buy |
+958
| New | +$71.9K | ﹤0.01% | 310 |
|
|
2022
Q3 | – | Sell |
-3,336
| Closed | -$131K | – | 259 |
|
|
2022
Q2 | $131K | Buy |
3,336
+18
| +0.5% | +$790 | 0.02% | 232 |
|
|
2022
Q1 | $161K | Buy |
3,318
+15
| +0.5% | +$803 | 0.02% | 223 |
|
|
2021
Q4 | $158K | Buy |
+3,303
| New | +$163K | 0.02% | 236 |
|
|
2021
Q2 | – | Sell |
-3,464
| Closed | -$135K | – | 282 |
|
|
2021
Q1 | $135K | Sell |
3,464
-12
| -0.3% | -$425 | 0.02% | 220 |
|
|
2020
Q4 | $104K | Buy |
+3,476
| New | +$90K | 0.01% | 243 |
|
|
2019
Q1 | – | Sell |
-21,416
| Closed | -$987K | – | 169 |
|
|
2018
Q4 | $987K | Hold |
21,416
| – | – | 0.17% | 70 |
|
|
2018
Q3 | $1.13M | Sell |
21,416
-220
| -1% | -$12.6K | 0.19% | 65 |
|
|
2018
Q2 | $1.2M | Buy |
21,636
+220
| +1% | +$11.8K | 0.21% | 60 |
|
|
2018
Q1 | $1.12M | Hold |
21,416
| – | – | 0.2% | 60 |
|
|
2017
Q4 | $1.3M | Sell |
21,416
-240
| -1% | -$13.6K | 0.24% | 54 |
|
|
2017
Q3 | $1.19M | Buy |
21,656
+17,950
| +484% | +$954K | 0.23% | 57 |
|
|
2017
Q2 | $205K | Hold |
3,706
| – | – | 0.05% | 131 |
|
|
2017
Q1 | $206K | Sell |
3,706
-50
| -1% | -$2.84K | 0.06% | 110 |
|
|
2016
Q4 | $207K | Sell |
3,756
-18,488
| -83% | -$930K | 0.06% | 114 |
|
|
2016
Q3 | $1.14M | Buy |
22,244
+17,044
| +328% | +$816K | 0.36% | 51 |
|
|
2016
Q2 | $246K | Buy |
5,200
+3
| +0.1% | +$146 | 0.08% | 91 |
|
|
2016
Q1 | $251K | Buy |
5,197
+900
| +21% | +$44.1K | 0.08% | 95 |
|
|
2015
Q4 | $234K | Sell |
4,297
-17,947
| -81% | -$974K | 0.08% | 95 |
|
|
2015
Q3 | $1.14M | Buy |
22,244
+428
| +2% | +$23.5K | 0.36% | 51 |
|
|
2015
Q2 | $1.23M | Buy |
21,816
+250
| +1% | +$13.9K | 0.37% | 56 |
|
|
2015
Q1 | $1.17M | Hold |
21,566
| – | – | 0.36% | 55 |
|
|
2014
Q4 | $1.18M | Buy |
+21,566
| New | +$1.14M | 0.36% | 53 |
|
Other funds holding WFC
