Means Investment Company’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 | $566K | Buy |
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|
2025
Q1 | $494K | Buy |
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|
2024
Q4 | $482K | Buy |
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|
2024
Q3 | $387K | Buy |
|
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|
2024
Q2 | $403K | Buy |
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|
2024
Q1 | $351K | Buy |
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|
2023
Q4 | $298K | Buy |
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|
2023
Q3 | $246K | Sell |
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|
2023
Q2 | $276K | Sell |
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|
2023
Q1 | $245K | Sell |
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|
2022
Q4 | $271K | Sell |
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|
2022
Q3 | $287K | Buy |
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|
2022
Q2 | $279K | Buy |
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|
2022
Q1 | $343K | Buy |
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|
2021
Q4 | $334K | Buy |
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|
2021
Q3 | $225K | Buy |
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|
2021
Q2 | $219K | Buy |
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