Samalin Investment Counsel’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 | $416K | Buy |
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|
2025
Q2 | $371K | Sell |
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|
2025
Q1 | $348K | Buy |
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|
2024
Q4 | $316K | Buy |
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|
2024
Q3 | $248K | Buy |
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|
2024
Q2 | $259K | Buy |
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|
2024
Q1 | $252K | Buy |
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|
2023
Q4 | $213K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $207K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $202K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $262K | Buy |
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|
2021
Q4 | $258K | Sell |
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|
2021
Q3 | $250K | Buy |
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|
2021
Q2 | $243K | Sell |
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|
2021
Q1 | $291K | Sell |
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|
2020
Q4 | $261K | Sell |
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|
2020
Q3 | $280K | Sell |
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|
2020
Q2 | $393K | Buy |
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|
2020
Q1 | $274K | Buy |
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|
2019
Q4 | $462K | Buy |
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