Investment 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 | $240K | Buy |
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|
2025
Q2 | $224K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $322K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $273K | Buy |
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|
2017
Q4 | $254K | Buy |
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|
2017
Q3 | $231K | Sell |
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|
2017
Q2 | $342K | Buy |
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|
2017
Q1 | $289K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $337K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $312K | Buy |
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