HeadInvest LLC’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 | $242K | Sell |
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|
2025
Q1 | $230K | Buy |
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|
2024
Q4 | $204K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $118K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $208K | Sell |
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|
2019
Q4 | $414K | Buy |
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|
2019
Q3 | $339K | Buy |
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|
2019
Q2 | $241K | Buy |
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|
2019
Q1 | $242K | Sell |
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|
2018
Q4 | $461K | Buy |
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|
2018
Q3 | $299K | Hold |
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|
2018
Q2 | $315K | Hold |
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|
2018
Q1 | $298K | Sell |
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|
2017
Q4 | $363K | Sell |
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|
2017
Q3 | $392K | Hold |
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|
2017
Q2 | $387K | Sell |
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|
2017
Q1 | $417K | Sell |
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|
2016
Q4 | $427K | Hold |
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|
2016
Q3 | $354K | Buy |
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|
2016
Q2 | $338K | Buy |
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|
2016
Q1 | $297K | Sell |
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|
2015
Q4 | $342K | Buy |
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|
2015
Q3 | $300K | Buy |
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|
2015
Q2 | $253K | Buy |
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|
2015
Q1 | $220K | Buy |
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|
2014
Q4 | $211K | Hold |
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|
2014
Q3 | $205K | Sell |
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|
2014
Q2 | $204K | Sell |
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|
2014
Q1 | $201K | Sell |
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|
2013
Q4 | $210K | Sell |
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|
2013
Q3 | $251K | Sell |
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|
2013
Q2 | $350K | Buy |
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