Golden State Equity Partners’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 | $2.91M | Buy |
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|
2025
Q2 | $2.75M | Buy |
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|
2025
Q1 | $2.36M | Sell |
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|
2024
Q4 | $2.31M | Buy |
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|
2024
Q3 | $21.1K | Sell |
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|
2024
Q2 | $1.95M | Buy |
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|
2023
Q4 | $2.98M | Sell |
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|
2023
Q3 | $2.49M | Buy |
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|
2023
Q2 | $853K | Sell |
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|
2023
Q1 | $927K | Buy |
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|
2022
Q1 | $409K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $288K | Sell |
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|
2021
Q2 | $807K | Buy |
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|
2021
Q1 | $476K | Sell |
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|
2020
Q4 | $444K | Buy |
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