Occidental Asset 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 | $522K | Sell |
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|
2025
Q2 | $575K | Sell |
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|
2025
Q1 | $524K | Buy |
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|
2024
Q4 | $447K | Buy |
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|
2024
Q3 | $359K | Sell |
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|
2024
Q2 | $385K | Buy |
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|
2024
Q1 | $317K | Sell |
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|
2023
Q4 | $396K | Buy |
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|
2023
Q3 | $327K | Hold |
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|
2023
Q2 | $342K | Sell |
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|
2023
Q1 | $352K | Hold |
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|
2022
Q4 | $389K | Buy |
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|
2022
Q3 | $221K | Sell |
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|
2022
Q2 | $224K | Sell |
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|
2022
Q1 | $285K | Sell |
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|
2021
Q4 | $1.75M | Buy |
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|
2021
Q3 | $1.64M | Buy |
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|
2021
Q2 | $1.5M | Buy |
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|
2021
Q1 | $1.24M | Buy |
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|
2020
Q4 | $229K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $218K | Hold |
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|
2019
Q4 | $408K | Buy |
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|
2019
Q3 | $381K | Sell |
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|
2019
Q2 | $471K | Sell |
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|
2019
Q1 | $529K | Buy |
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|
2018
Q4 | $400K | Hold |
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|
2018
Q3 | $456K | Hold |
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|
2018
Q2 | $481K | Sell |
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|
2018
Q1 | $464K | Sell |
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|
2017
Q4 | $555K | Hold |
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|
2017
Q3 | $505K | Hold |
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|
2017
Q2 | $507K | Buy |
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|
2017
Q1 | $499K | Hold |
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|
2016
Q4 | $494K | Sell |
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|
2016
Q3 | $397K | Sell |
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|
2016
Q2 | $438K | Buy |
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|
2016
Q1 | $440K | Hold |
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|
2015
Q4 | $495K | Hold |
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|
2015
Q3 | $467K | Hold |
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|
2015
Q2 | $512K | Hold |
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|
2015
Q1 | $495K | Hold |
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|
2014
Q4 | $499K | Hold |
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|
2014
Q3 | $472K | Hold |
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|
2014
Q2 | $478K | Hold |
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|
2014
Q1 | $453K | Buy |
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