Sage Mountain 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
Q2 | $1.64M | Buy |
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|
2025
Q1 | $1.32M | Buy |
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|
2024
Q4 | $1.29M | Buy |
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|
2024
Q3 | $913K | Buy |
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|
2024
Q2 | $941K | Buy |
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|
2024
Q1 | $666K | Buy |
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|
2023
Q4 | $463K | Sell |
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|
2023
Q3 | $387K | Buy |
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|
2023
Q2 | $382K | Sell |
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|
2023
Q1 | $383K | Buy |
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|
2022
Q4 | $252K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $238K | Buy |
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|
2022
Q1 | $290K | Sell |
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|
2021
Q4 | $429K | Buy |
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|
2021
Q3 | $378K | Buy |
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|
2021
Q2 | $324K | Buy |
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