Pathstone Family Office’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.85M | Buy |
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|
2023
Q2 | $2.91M | Buy |
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|
2023
Q1 | $2.36M | Sell |
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|
2022
Q4 | $7.11M | Buy |
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|
2022
Q3 | $6.43M | Buy |
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|
2022
Q2 | $1.24M | Buy |
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|
2022
Q1 | $1.5M | Buy |
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|
2021
Q4 | $1.23M | Buy |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $910K | Buy |
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|
2021
Q1 | $695K | Buy |
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|
2020
Q4 | $442K | Buy |
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|
2020
Q3 | $175K | Buy |
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|
2020
Q2 | $180K | Buy |
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|
2020
Q1 | $188K | Buy |
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|
2019
Q4 | $2.97M | Buy |
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|
2019
Q3 | $276K | Sell |
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|
2019
Q2 | $833K | Buy |
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|
2019
Q1 | $635K | Buy |
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|
2018
Q4 | $100K | Buy |
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|
2018
Q3 | $44K | Buy |
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|
2018
Q2 | $41K | Sell |
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|
2018
Q1 | $50K | Buy |
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|
2017
Q4 | $49K | Sell |
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|
2017
Q3 | $63K | Sell |
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|
2017
Q2 | $406K | Sell |
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|
2017
Q1 | $420K | Sell |
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|
2016
Q4 | $472K | Buy |
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|
2016
Q3 | $8K | Sell |
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|
2016
Q2 | $15K | Hold |
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|
2016
Q1 | $15K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $10K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $92K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $4K | Sell |
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|
2013
Q2 | $10K | Buy |
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