Lipe & Dalton’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 | $1.28M | Hold |
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|
2025
Q1 | $1.15M | Sell |
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|
2024
Q4 | $1.16M | Hold |
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|
2024
Q3 | $930K | Hold |
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|
2024
Q2 | $978K | Buy |
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|
2024
Q1 | $945K | Sell |
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|
2023
Q4 | $852K | Hold |
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|
2023
Q3 | $707K | Hold |
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|
2023
Q2 | $738K | Sell |
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|
2023
Q1 | $658K | Hold |
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|
2022
Q4 | $727K | Buy |
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|
2022
Q3 | $674K | Buy |
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|
2022
Q2 | $617K | Buy |
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|
2022
Q1 | $485K | Buy |
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|
2021
Q4 | $417K | Hold |
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|
2021
Q3 | $404K | Sell |
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|
2021
Q2 | $419K | Buy |
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|
2021
Q1 | $334K | Buy |
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|
2020
Q4 | $216K | Sell |
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|
2020
Q3 | $345K | Hold |
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|
2020
Q2 | $376K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $137K | Sell |
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|
2019
Q3 | $136K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $164K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $195K | Buy |
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|
2016
Q1 | $179K | Hold |
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|
2015
Q4 | $201K | Sell |
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|
2015
Q3 | $218K | Hold |
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|
2015
Q2 | $239K | Hold |
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|
2015
Q1 | $231K | Hold |
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|
2014
Q4 | $233K | Hold |
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|
2014
Q3 | $220K | Sell |
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|
2014
Q2 | $227K | Buy |
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