Parcion Private Wealth’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 | $4.81M | Buy |
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|
2025
Q2 | $4.57M | Buy |
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|
2025
Q1 | $4.09M | Buy |
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|
2024
Q4 | $3.99M | Hold |
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|
2024
Q3 | $3.21M | Buy |
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|
2024
Q2 | $3.36M | Buy |
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|
2024
Q1 | $3.28M | Hold |
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|
2023
Q4 | $2.79M | Hold |
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|
2023
Q3 | $2.31M | Sell |
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|
2023
Q2 | $2.74M | Buy |
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|
2023
Q1 | $2.4M | Buy |
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|
2022
Q4 | $2.65M | Hold |
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|
2022
Q3 | $2.58M | Sell |
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|
2022
Q2 | $2.77M | Sell |
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|
2022
Q1 | $3.12M | Sell |
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|
2021
Q4 | $3.97M | Sell |
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|
2021
Q3 | $3.4M | Sell |
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|
2021
Q2 | $3.21M | Buy |
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|
2021
Q1 | $2.76M | Buy |
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|
2020
Q4 | $2.06M | Buy |
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|
2020
Q3 | $824K | Sell |
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|
2020
Q2 | $884K | Buy |
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|
2020
Q1 | $764K | Buy |
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|
2019
Q4 | $1.4M | Buy |
|