Pinnacle Holdings’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
Q2 | $206K | Hold |
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|
2025
Q1 | $185K | Sell |
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|
2024
Q4 | $183K | Sell |
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|
2024
Q3 | $181K | Sell |
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|
2024
Q2 | $228K | Sell |
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|
2024
Q1 | $240K | Sell |
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|
2023
Q4 | $208K | Buy |
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|
2023
Q3 | $91K | Hold |
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|
2023
Q2 | $95K | Hold |
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|
2023
Q1 | $83.2K | Buy |
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|
2022
Q4 | $71.5K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $67.8K | Hold |
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|
2022
Q1 | $83.9K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $34K | Buy |
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