Intrinsic Value 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
Q2 | $1.22M | Sell |
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|
2025
Q1 | $1.1M | Sell |
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $910K | Sell |
|
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|
2024
Q2 | $996K | Sell |
|
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|
2024
Q1 | $978K | Sell |
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|
2023
Q4 | $852K | Sell |
|
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|
2023
Q3 | $713K | Hold |
|
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|
2023
Q2 | $745K | Sell |
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|
2023
Q1 | $654K | Sell |
|
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|
2022
Q4 | $743K | Sell |
|
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|
2022
Q3 | $1.18M | Sell |
|
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|
2022
Q2 | $1.15M | Sell |
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|
2022
Q1 | $1.58M | Sell |
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|
2021
Q4 | $1.59M | Buy |
|