Ironwood Financial’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 | $249K | Sell |
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|
2025
Q2 | $225K | Hold |
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|
2025
Q1 | $225K | Hold |
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|
2024
Q4 | $221K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $148K | Buy |
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|
2021
Q2 | $140K | Sell |
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|
2021
Q1 | $123K | Hold |
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|
2020
Q4 | $95K | Buy |
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|
2020
Q3 | $61K | Hold |
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|
2020
Q2 | $67K | Sell |
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|
2020
Q1 | $81K | Hold |
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|
2019
Q4 | $151K | Sell |
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|
2019
Q3 | $153K | Hold |
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|
2019
Q2 | $144K | Hold |
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|
2019
Q1 | $147K | Sell |
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|
2018
Q4 | $145K | Hold |
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|
2018
Q3 | $165K | Hold |
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|
2018
Q2 | $174K | Hold |
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|
2018
Q1 | $165K | Hold |
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|
2017
Q4 | $191K | Sell |
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|
2017
Q3 | $178K | Hold |
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|
2017
Q2 | $179K | Hold |
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|
2017
Q1 | $180K | Sell |
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|
2016
Q4 | $200K | Sell |
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|
2016
Q3 | $167K | Hold |
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|
2016
Q2 | $178K | Hold |
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|
2016
Q1 | $182K | Buy |
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|
2015
Q3 | $268K | Buy |
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|
2015
Q2 | $293K | Buy |
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|
2015
Q1 | $205K | Hold |
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|
2014
Q4 | $207K | Buy |
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