Gould Asset 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
Q3 | $399K | Hold |
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|
2025
Q2 | $381K | Hold |
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|
2025
Q1 | $342K | Hold |
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|
2024
Q4 | $334K | Hold |
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|
2024
Q3 | $269K | Buy |
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|
2024
Q2 | $247K | Hold |
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|
2024
Q1 | $241K | Hold |
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|
2023
Q4 | $205K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $204K | Sell |
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|
2021
Q4 | $211K | Hold |
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|
2021
Q3 | $205K | Sell |
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|
2021
Q2 | $327K | Hold |
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|
2021
Q1 | $282K | Sell |
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|
2020
Q4 | $329K | Hold |
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|
2020
Q3 | $257K | Buy |
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|
2020
Q2 | $267K | Sell |
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|
2020
Q1 | $302K | Buy |
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|
2019
Q4 | $513K | Sell |
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|
2019
Q3 | $497K | Sell |
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|
2019
Q2 | $498K | Buy |
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|
2019
Q1 | $462K | Sell |
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|
2018
Q4 | $447K | Hold |
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|
2018
Q3 | $510K | Sell |
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|
2018
Q2 | $549K | Sell |
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|
2018
Q1 | $545K | Sell |
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|
2017
Q4 | $635K | Buy |
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|
2017
Q3 | $522K | Hold |
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|
2017
Q2 | $524K | Buy |
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|
2017
Q1 | $472K | Sell |
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|
2016
Q4 | $480K | Buy |
|
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|
2016
Q3 | $384K | Hold |
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|
2016
Q2 | $410K | Hold |
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|
2016
Q1 | $419K | Sell |
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|
2015
Q4 | $485K | Hold |
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|
2015
Q3 | $458K | Sell |
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|
2015
Q2 | $558K | Sell |
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|
2015
Q1 | $543K | Buy |
|
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|
2014
Q4 | $541K | Hold |
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|
2014
Q3 | $511K | Hold |
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|
2014
Q2 | $518K | Hold |
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|
2014
Q1 | $490K | Buy |
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|
2013
Q4 | $439K | Hold |
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|
2013
Q3 | $399K | Hold |
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|
2013
Q2 | $399K | Buy |
|