Garrison Point Advisors’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 | $1.4M | Sell |
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|
2025
Q1 | $1.26M | Buy |
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|
2024
Q4 | $1.2M | Hold |
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|
2024
Q3 | $962K | Hold |
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|
2024
Q2 | $1.01M | Hold |
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|
2024
Q1 | $987K | Buy |
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|
2023
Q4 | $823K | Hold |
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|
2023
Q3 | $683K | Buy |
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|
2023
Q2 | $700K | Hold |
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|
2023
Q1 | $613K | Hold |
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|
2022
Q4 | $677K | Hold |
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|
2022
Q3 | $659K | Hold |
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|
2022
Q2 | $642K | Hold |
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|
2022
Q1 | $794K | Hold |
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|
2021
Q4 | $786K | Buy |
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|
2021
Q3 | $621K | Hold |
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|
2021
Q2 | $606K | Hold |
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|
2021
Q1 | $523K | Hold |
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|
2020
Q4 | $404K | Hold |
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|
2020
Q3 | $315K | Sell |
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|
2020
Q2 | $397K | Sell |
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|
2020
Q1 | $459K | Sell |
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|
2019
Q4 | $904K | Sell |
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|
2019
Q3 | $949K | Hold |
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|
2019
Q2 | $890K | Sell |
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|
2019
Q1 | $918K | Buy |
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|
2018
Q4 | $869K | Buy |
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