Patten & Patten’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 | $638K | Buy |
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|
2025
Q2 | $569K | Sell |
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|
2025
Q1 | $531K | Sell |
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|
2024
Q4 | $523K | Buy |
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|
2024
Q3 | $406K | Hold |
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|
2024
Q2 | $427K | Buy |
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|
2024
Q1 | $359K | Buy |
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|
2023
Q4 | $280K | Hold |
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|
2023
Q3 | $232K | Sell |
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|
2023
Q2 | $244K | Buy |
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|
2023
Q1 | $213K | Hold |
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|
2022
Q4 | $235K | Hold |
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|
2022
Q3 | $229K | Hold |
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|
2022
Q2 | $223K | Hold |
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|
2022
Q1 | $276K | Hold |
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|
2021
Q4 | $273K | Hold |
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|
2021
Q3 | $264K | Sell |
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|
2021
Q2 | $285K | Sell |
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|
2021
Q1 | $301K | Buy |
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|
2020
Q4 | $221K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $274K | Buy |
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|
2020
Q1 | $298K | Sell |
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|
2019
Q4 | $3.11M | Sell |
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|
2019
Q3 | $2.96M | Sell |
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|
2019
Q2 | $3.87M | Sell |
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|
2019
Q1 | $4.35M | Sell |
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|
2018
Q4 | $4.36M | Sell |
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|
2018
Q3 | $5.2M | Sell |
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|
2018
Q2 | $5.95M | Sell |
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|
2018
Q1 | $6.42M | Sell |
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|
2017
Q4 | $7.56M | Sell |
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|
2017
Q3 | $7.07M | Sell |
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|
2017
Q2 | $7.62M | Sell |
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|
2017
Q1 | $7.95M | Sell |
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|
2016
Q4 | $10.7M | Sell |
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|
2016
Q3 | $9.59M | Sell |
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|
2016
Q2 | $10.3M | Buy |
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|
2016
Q1 | $10.1M | Buy |
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|
2015
Q4 | $10.9M | Sell |
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|
2015
Q3 | $10.7M | Buy |
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|
2015
Q2 | $10.2M | Sell |
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|
2015
Q1 | $9.85M | Buy |
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|
2014
Q4 | $9.66M | Buy |
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|
2014
Q3 | $9.02M | Buy |
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|
2014
Q2 | $8.77M | Sell |
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|
2014
Q1 | $8.4M | Buy |
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|
2013
Q4 | $7.25M | Buy |
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|
2013
Q3 | $6.32M | Buy |
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|
2013
Q2 | $5.12M | Buy |
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