NWAM LLC’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 | $563K | Sell |
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|
2025
Q2 | $618K | Sell |
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|
2025
Q1 | $632K | Buy |
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|
2024
Q4 | $609K | Buy |
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|
2024
Q3 | $309K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $327K | Sell |
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|
2023
Q4 | $278K | Buy |
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|
2023
Q3 | $203K | Sell |
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|
2023
Q2 | $287K | Sell |
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|
2023
Q1 | $283K | Buy |
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|
2022
Q4 | $293K | Buy |
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|
2022
Q3 | $277K | Sell |
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|
2022
Q2 | $344K | Buy |
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|
2022
Q1 | $390K | Buy |
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|
2021
Q4 | $331K | Sell |
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|
2021
Q3 | $376K | Buy |
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|
2021
Q2 | $325K | Buy |
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|
2021
Q1 | $221K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $704 | Buy |
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|
2019
Q4 | $491K | Buy |
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|
2019
Q3 | $302K | Sell |
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|
2019
Q2 | $341K | Buy |
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|
2019
Q1 | $348K | Buy |
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|
2018
Q4 | $297K | Sell |
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|
2018
Q3 | $398K | Sell |
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|
2018
Q2 | $420K | Sell |
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|
2018
Q1 | $413K | Sell |
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|
2017
Q4 | $581K | Buy |
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|
2017
Q3 | $511K | Sell |
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|
2017
Q2 | $535K | Buy |
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|
2017
Q1 | $521K | Buy |
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|
2016
Q4 | $439K | Sell |
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|
2016
Q3 | $440K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $238K | Sell |
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|
2015
Q3 | $235K | Hold |
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|
2015
Q2 | $301K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $370K | Sell |
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|
2014
Q2 | $726K | Sell |
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|
2014
Q1 | $718K | Buy |
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|
2013
Q4 | $516K | Sell |
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|
2013
Q3 | $790K | Sell |
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|
2013
Q2 | $790K | Buy |
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