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 |
-44
| Closed | -$3.52K | – | 548 |
|
|
2025
Q2 | $3.52K | Buy |
+44
| New | +$3.17K | ﹤0.01% | 427 |
|
|
2022
Q2 | – | Sell |
-276
| Closed | -$13K | – | 435 |
|
|
2022
Q1 | $13K | Hold |
276
| – | – | 0.01% | 282 |
|
|
2021
Q4 | $13K | Buy |
+276
| New | +$13.6K | 0.01% | 296 |
|
|
2018
Q4 | – | Sell |
-1,020
| Closed | -$54K | – | 364 |
|
|
2018
Q3 | $54K | Sell |
1,020
-31
| -3% | -$1.77K | 0.04% | 157 |
|
|
2018
Q2 | $58K | Sell |
1,051
-120
| -10% | -$6.43K | 0.04% | 147 |
|
|
2018
Q1 | $61K | Sell |
1,171
-5,069
| -81% | -$301K | 0.04% | 151 |
|
|
2017
Q4 | $379K | Sell |
6,240
-800
| -11% | -$45.2K | 0.25% | 79 |
|
|
2017
Q3 | $388K | Sell |
7,040
-160
| -2% | -$8.5K | 0.26% | 76 |
|
|
2017
Q2 | $399K | Sell |
7,200
-401
| -5% | -$21.5K | 0.27% | 73 |
|
|
2017
Q1 | $423K | Buy |
7,601
+1
| +0% | +$57 | 0.3% | 71 |
|
|
2016
Q4 | $419K | Hold |
7,600
| – | – | 0.31% | 70 |
|
|
2016
Q3 | $337K | Buy |
7,600
+389
| +5% | +$18.6K | 0.25% | 71 |
|
|
2016
Q2 | $341K | Sell |
7,211
-323
| -4% | -$15.7K | 0.25% | 73 |
|
|
2016
Q1 | $364K | Sell |
7,534
-651
| -8% | -$31.9K | 0.3% | 67 |
|
|
2015
Q4 | $445K | Buy |
8,185
+200
| +3% | +$10.9K | 0.36% | 64 |
|
|
2015
Q3 | $410K | Sell |
7,985
-66
| -0.8% | -$3.63K | 0.36% | 61 |
|
|
2015
Q2 | $453K | Buy |
8,051
+13
| +0.2% | +$725 | 0.37% | 64 |
|
|
2015
Q1 | $437K | Hold |
8,038
| – | – | 0.36% | 64 |
|
|
2014
Q4 | $441K | Hold |
8,038
| – | – | 0.39% | 62 |
|
|
2014
Q3 | $417K | Hold |
8,038
| – | – | 0.37% | 71 |
|
|
2014
Q2 | $422K | Sell |
8,038
-103
| -1% | -$5.18K | 0.36% | 69 |
|
|
2014
Q1 | $405K | Buy |
+8,141
| New | +$379K | 0.36% | 70 |
|
Other funds holding WFC
