Plancorp LLC’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 | $1.24M | Sell |
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|
2025
Q2 | $1.21M | Sell |
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|
2025
Q1 | $1.1M | Buy |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $770K | Buy |
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|
2024
Q2 | $803K | Buy |
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|
2024
Q1 | $769K | Buy |
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|
2023
Q4 | $473K | Buy |
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|
2023
Q3 | $375K | Buy |
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|
2023
Q2 | $345K | Buy |
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|
2023
Q1 | $286K | Buy |
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|
2022
Q4 | $316K | Sell |
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|
2022
Q3 | $340K | Buy |
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|
2022
Q2 | $324K | Buy |
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|
2022
Q1 | $391K | Buy |
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|
2021
Q4 | $386K | Buy |
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|
2021
Q3 | $358K | Buy |
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|
2021
Q2 | $338K | Sell |
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|
2021
Q1 | $295K | Sell |
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|
2020
Q4 | $253K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $202K | Buy |
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|
2020
Q1 | $219K | Sell |
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|
2019
Q4 | $459K | Buy |
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|
2019
Q3 | $425K | Sell |
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|
2019
Q2 | $867K | Buy |
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|
2019
Q1 | $462K | Buy |
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|
2018
Q4 | $364K | Buy |
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|
2018
Q3 | $409K | Buy |
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|
2018
Q2 | $430K | Hold |
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|
2018
Q1 | $407K | Sell |
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|
2017
Q4 | $498K | Sell |
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|
2017
Q3 | $467K | Sell |
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|
2017
Q2 | $1.02M | Buy |
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|
2017
Q1 | $1.03M | Buy |
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|
2016
Q4 | $961K | Buy |
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|
2016
Q3 | $750K | Buy |
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|
2016
Q2 | $727K | Buy |
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|
2016
Q1 | $484K | Sell |
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|
2015
Q4 | $1.04M | Sell |
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|
2015
Q3 | $1.14M | Hold |
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|
2015
Q2 | $1.24M | Hold |
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|
2015
Q1 | $1.2M | Hold |
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|
2014
Q4 | $1.21M | Sell |
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|
2014
Q3 | $1.39M | Buy |
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|
2014
Q2 | $1.16M | Sell |
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|
2014
Q1 | $1.46M | Buy |
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|
2013
Q4 | $1.15M | Buy |
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