Perennial 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 | $848K | Buy |
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|
2025
Q2 | $811K | Buy |
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|
2025
Q1 | $726K | Sell |
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|
2024
Q4 | $721K | Buy |
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|
2024
Q2 | $888K | Sell |
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|
2024
Q1 | $949K | Hold |
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|
2023
Q4 | $806K | Sell |
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|
2023
Q3 | $670K | Sell |
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|
2023
Q2 | $829K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $29K | Hold |
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|
2021
Q1 | $25K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.43M | Buy |
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|
2017
Q3 | $1.26M | Sell |
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|
2017
Q2 | $1.38M | Buy |
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|
2017
Q1 | $1.32M | Sell |
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|
2016
Q4 | $1.37M | Buy |
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