Mark Sheptoff Financial Planning’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 | – | Sell |
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|
2025
Q2 | $3.52K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $13K | Hold |
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|
2021
Q4 | $13K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $54K | Sell |
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|
2018
Q2 | $58K | Sell |
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|
2018
Q1 | $61K | Sell |
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|
2017
Q4 | $379K | Sell |
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|
2017
Q3 | $388K | Sell |
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|
2017
Q2 | $399K | Sell |
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|
2017
Q1 | $423K | Buy |
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|
2016
Q4 | $419K | Hold |
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|
2016
Q3 | $337K | Buy |
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|
2016
Q2 | $341K | Sell |
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|
2016
Q1 | $364K | Sell |
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|
2015
Q4 | $445K | Buy |
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|
2015
Q3 | $410K | Sell |
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|
2015
Q2 | $453K | Buy |
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|
2015
Q1 | $437K | Hold |
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|
2014
Q4 | $441K | Hold |
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|
2014
Q3 | $417K | Hold |
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|
2014
Q2 | $422K | Sell |
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|
2014
Q1 | $405K | Buy |
|