GPA
Garrison Point Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
17,434
-100
| -0.6% | -$8.01K | 0.64% | 42 |
|
|
2025
Q1 | $1.26M | Buy |
17,534
+508
| +3% | +$36.5K | 0.61% | 46 |
|
|
2024
Q4 | $1.2M | Hold |
17,026
| – | – | 0.57% | 48 |
|
|
2024
Q3 | $962K | Hold |
17,026
| – | – | 0.6% | 51 |
|
|
2024
Q2 | $1.01M | Hold |
17,026
| – | – | 0.67% | 46 |
|
|
2024
Q1 | $987K | Buy |
17,026
+300
| +2% | +$17.4K | 0.63% | 50 |
|
|
2023
Q4 | $823K | Hold |
16,726
| – | – | 0.58% | 59 |
|
|
2023
Q3 | $683K | Buy |
16,726
+336
| +2% | +$13.7K | 0.53% | 64 |
|
|
2023
Q2 | $700K | Hold |
16,390
| – | – | 0.5% | 69 |
|
|
2023
Q1 | $613K | Hold |
16,390
| – | – | 0.46% | 76 |
|
|
2022
Q4 | $677K | Hold |
16,390
| – | – | 0.55% | 65 |
|
|
2022
Q3 | $659K | Hold |
16,390
| – | – | 0.59% | 59 |
|
|
2022
Q2 | $642K | Hold |
16,390
| – | – | 0.53% | 63 |
|
|
2022
Q1 | $794K | Hold |
16,390
| – | – | 0.56% | 59 |
|
|
2021
Q4 | $786K | Buy |
16,390
+3,000
| +22% | +$144K | 0.52% | 61 |
|
|
2021
Q3 | $621K | Hold |
13,390
| – | – | 0.45% | 69 |
|
|
2021
Q2 | $606K | Hold |
13,390
| – | – | 0.44% | 73 |
|
|
2021
Q1 | $523K | Hold |
13,390
| – | – | 0.41% | 81 |
|
|
2020
Q4 | $404K | Hold |
13,390
| – | – | 0.33% | 94 |
|
|
2020
Q3 | $315K | Sell |
13,390
-2,115
| -14% | -$49.8K | 0.29% | 103 |
|
|
2020
Q2 | $397K | Sell |
15,505
-500
| -3% | -$12.8K | 0.39% | 80 |
|
|
2020
Q1 | $459K | Sell |
16,005
-800
| -5% | -$22.9K | 0.56% | 64 |
|
|
2019
Q4 | $904K | Sell |
16,805
-2,000
| -11% | -$108K | 0.83% | 46 |
|
|
2019
Q3 | $949K | Hold |
18,805
| – | – | 0.94% | 36 |
|
|
2019
Q2 | $890K | Sell |
18,805
-200
| -1% | -$9.47K | 0.89% | 39 |
|
|
2019
Q1 | $918K | Buy |
19,005
+150
| +0.8% | +$7.25K | 0.96% | 37 |
|
|
2018
Q4 | $869K | Buy |
+18,855
| New | +$869K | 1.07% | 37 |
|