Peddock Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $337K | Hold |
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|
2025
Q2 | $322K | Hold |
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|
2025
Q1 | $289K | Buy |
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|
2024
Q4 | $274K | Hold |
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|
2024
Q3 | $221K | Hold |
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|
2024
Q2 | $232K | Hold |
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|
2024
Q1 | $226K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $118K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $189K | Sell |
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|
2018
Q4 | $189K | Hold |
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|
2018
Q3 | $216K | Hold |
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|
2018
Q2 | $228K | Hold |
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|
2018
Q1 | $215K | Hold |
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|
2017
Q4 | $249K | Hold |
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|
2017
Q3 | $226K | Sell |
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|
2017
Q2 | $230K | Hold |
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|
2017
Q1 | $231K | Hold |
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|
2016
Q4 | $229K | Sell |
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|
2016
Q3 | $198K | Buy |
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