Basepoint Wealth 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
Q2 | $650K | Sell |
|
|||||
|
2025
Q1 | $643K | Sell |
|
|||||
|
2024
Q4 | $660K | Sell |
|
|||||
|
2024
Q3 | $571K | Sell |
|
|||||
|
2024
Q2 | $608K | Sell |
|
|||||
|
2024
Q1 | $607K | Sell |
|
|||||
|
2023
Q4 | $588K | Sell |
|
|||||
|
2023
Q3 | $531K | Buy |
|
|||||
|
2023
Q2 | $548K | Sell |
|
|||||
|
2023
Q1 | $525K | Buy |
|
|||||
|
2022
Q4 | $468K | Buy |
|
|||||
|
2022
Q3 | $456K | Sell |
|
|||||
|
2022
Q2 | $457K | Buy |
|
|||||
|
2022
Q1 | $553K | Buy |
|
|||||
|
2021
Q4 | $500K | Buy |
|