S.A. Mason’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 | $1.01M | Buy |
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|
2025
Q2 | $572K | Buy |
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|
2025
Q1 | $510K | Hold |
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|
2024
Q4 | $499K | Hold |
|
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|
2024
Q3 | $401K | Hold |
|
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|
2024
Q2 | $422K | Hold |
|
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|
2024
Q1 | $412K | Buy |
|
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|
2023
Q4 | $341K | Hold |
|
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|
2023
Q3 | $283K | Sell |
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|
2023
Q2 | $323K | Hold |
|
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|
2023
Q1 | $323K | Hold |
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|
2022
Q4 | $357K | Sell |
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|
2022
Q3 | $367K | Hold |
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|
2022
Q2 | $358K | Sell |
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|
2022
Q1 | $451K | Hold |
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|
2021
Q4 | $447K | Sell |
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|
2021
Q3 | $434K | Hold |
|
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|
2021
Q2 | $423K | Hold |
|
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|
2021
Q1 | $365K | Buy |
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|
2020
Q4 | $133K | Hold |
|
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|
2020
Q3 | $104K | Sell |
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|
2020
Q2 | $115K | Buy |
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|
2020
Q1 | $127K | Hold |
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|
2019
Q4 | $237K | Buy |
|