Pacific Capital Wealth Advisors’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$209K Buy
2025
Q1
Sell
2024
Q4
$158K Sell
2024
Q3
$158K Buy
2024
Q2
$161K Buy
2024
Q1
$134K Buy
2023
Q4
$112K Buy