PA
Perennial Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $811K | Buy |
10,119
+4
| +0% | +$320 | 0.15% | 70 |
|
|
2025
Q1 | $726K | Sell |
10,115
-147
| -1% | -$10.6K | 0.14% | 70 |
|
|
2024
Q4 | $721K | Buy |
+10,262
| New | +$721K | 0.16% | 63 |
|
|
2024
Q2 | $888K | Sell |
14,948
-1,433
| -9% | -$85.1K | 0.2% | 67 |
|
|
2024
Q1 | $949K | Hold |
16,381
| – | – | 0.22% | 68 |
|
|
2023
Q4 | $806K | Sell |
16,381
-9
| -0.1% | -$443 | 0.2% | 71 |
|
|
2023
Q3 | $670K | Sell |
16,390
-3,030
| -16% | -$124K | 0.18% | 73 |
|
|
2023
Q2 | $829K | Buy |
+19,420
| New | +$829K | 0.21% | 67 |
|
|
2021
Q3 | – | Sell |
-650
| Closed | -$29K | – | 275 |
|
|
2021
Q2 | $29K | Hold |
650
| – | – | 0.01% | 183 |
|
|
2021
Q1 | $25K | Buy |
+650
| New | +$25K | 0.01% | 193 |
|
|
2018
Q1 | – | Sell |
-23,524
| Closed | -$1.43M | – | 217 |
|
|
2017
Q4 | $1.43M | Buy |
23,524
+741
| +3% | +$45K | 0.89% | 44 |
|
|
2017
Q3 | $1.26M | Sell |
22,783
-2,119
| -9% | -$117K | 0.85% | 47 |
|
|
2017
Q2 | $1.38M | Buy |
24,902
+1,159
| +5% | +$64.2K | 1% | 41 |
|
|
2017
Q1 | $1.32M | Sell |
23,743
-1,184
| -5% | -$65.9K | 1.02% | 42 |
|
|
2016
Q4 | $1.37M | Buy |
+24,927
| New | +$1.37M | 1.14% | 39 |
|