Parsons Capital 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
Q2 | $429K | Sell |
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|
2025
Q1 | $413K | Sell |
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|
2024
Q4 | $417K | Buy |
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|
2024
Q3 | $325K | Hold |
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|
2024
Q2 | $342K | Hold |
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|
2024
Q1 | $334K | Buy |
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|
2023
Q4 | $281K | Sell |
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|
2023
Q3 | $274K | Hold |
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|
2023
Q2 | $286K | Sell |
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|
2023
Q1 | $273K | Sell |
|
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|
2022
Q4 | $321K | Buy |
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|
2022
Q3 | $311K | Buy |
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|
2022
Q2 | $290K | Sell |
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|
2022
Q1 | $486K | Hold |
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|
2021
Q4 | $481K | Sell |
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|
2021
Q3 | $502K | Sell |
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|
2021
Q2 | $492K | Sell |
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|
2021
Q1 | $444K | Sell |
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|
2020
Q4 | $343K | Sell |
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|
2020
Q3 | $453K | Sell |
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|
2020
Q2 | $588K | Sell |
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|
2020
Q1 | $712K | Buy |
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|
2019
Q4 | $1.21M | Buy |
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|
2019
Q3 | $795K | Buy |
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|
2019
Q2 | $743K | Sell |
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|
2019
Q1 | $1.35M | Sell |
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|
2018
Q4 | $1.34M | Sell |
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|
2018
Q3 | $1.55M | Sell |
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|
2018
Q2 | $1.65M | Sell |
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|
2018
Q1 | $1.58M | Sell |
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|
2017
Q4 | $2.08M | Sell |
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|
2017
Q3 | $2.09M | Sell |
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|
2017
Q2 | $2.25M | Sell |
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|
2017
Q1 | $2.39M | Sell |
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|
2016
Q4 | $2.5M | Sell |
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|
2016
Q3 | $2.11M | Sell |
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|
2016
Q2 | $3.73M | Buy |
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|
2016
Q1 | $3.75M | Buy |
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|
2015
Q4 | $4.13M | Buy |
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|
2015
Q3 | $3.9M | Buy |
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|
2015
Q2 | $4.01M | Buy |
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|
2015
Q1 | $3.87M | Sell |
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|
2014
Q4 | $4.01M | Buy |
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|
2014
Q3 | $3.69M | Buy |
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|
2014
Q2 | $3.74M | Sell |
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|
2014
Q1 | $3.55M | Sell |
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|
2013
Q4 | $3.44M | Buy |
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|
2013
Q3 | $3.12M | Buy |
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|
2013
Q2 | $3.08M | Buy |
|