Mascoma Wealth Management’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 | $31.8K | Hold |
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|
2025
Q2 | $30.4K | Hold |
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|
2025
Q1 | $27.2K | Hold |
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|
2024
Q4 | $26.6K | Hold |
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|
2024
Q3 | $21.4K | Sell |
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|
2024
Q2 | $40.4K | Hold |
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|
2024
Q1 | $39.5K | Sell |
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|
2023
Q4 | $63.1K | Sell |
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|
2023
Q3 | $57.4K | Buy |
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|
2023
Q2 | $57K | Sell |
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|
2023
Q1 | $52.2K | Hold |
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|
2022
Q4 | $54.3K | Sell |
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|
2022
Q3 | $76K | Sell |
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|
2022
Q2 | $78K | Sell |
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|
2022
Q1 | $99K | Buy |
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|
2021
Q4 | $83K | Hold |
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|
2021
Q3 | $80K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $66K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $69K | Hold |
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|
2019
Q1 | $71K | Hold |
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|
2018
Q4 | $67K | Sell |
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|
2018
Q3 | $106K | Hold |
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|
2018
Q2 | $112K | Buy |
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|
2018
Q1 | $74K | Sell |
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|
2017
Q4 | $123K | Buy |
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|
2017
Q3 | $92K | Sell |
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|
2017
Q2 | $110K | Sell |
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|
2017
Q1 | $127K | Sell |
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|
2016
Q4 | $148K | Buy |
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