Gerber Kawasaki Wealth & Investment Management’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
Q4 | $517K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $140K | Sell |
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|
2021
Q2 | $417K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $293K | Sell |
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|
2017
Q1 | $297K | Sell |
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|
2016
Q4 | $340K | Sell |
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|
2016
Q3 | $340K | Sell |
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|
2016
Q2 | $401K | Sell |
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|
2016
Q1 | $428K | Sell |
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|
2015
Q4 | $1.31M | Buy |
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