Sequoia Financial 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
Q3 | $24.2M | Sell |
|
|||||
|
2025
Q2 | $24.1M | Sell |
|
|||||
|
2025
Q1 | $21.6M | Buy |
|
|||||
|
2024
Q4 | $20M | Buy |
|
|||||
|
2024
Q3 | $8M | Buy |
|
|||||
|
2024
Q2 | $3.81M | Buy |
|
|||||
|
2024
Q1 | $3.2M | Sell |
|
|||||
|
2023
Q4 | $4.06M | Buy |
|
|||||
|
2023
Q3 | $1.27M | Sell |
|
|||||
|
2023
Q2 | $1.35M | Buy |
|
|||||
|
2023
Q1 | $1.06M | Sell |
|
|||||
|
2022
Q4 | $1.42M | Buy |
|
|||||
|
2022
Q3 | $1.03M | Sell |
|
|||||
|
2022
Q2 | $1.07M | Sell |
|
|||||
|
2022
Q1 | $1.36M | Buy |
|
|||||
|
2021
Q4 | $1.01M | Buy |
|
|||||
|
2021
Q3 | $349K | Sell |
|
|||||
|
2021
Q2 | $783K | Buy |
|
|||||
|
2021
Q1 | $487K | Buy |
|
|||||
|
2020
Q4 | $360K | Buy |
|
|||||
|
2020
Q3 | $258K | Sell |
|
|||||
|
2020
Q2 | $402K | Buy |
|
|||||
|
2020
Q1 | $339K | Sell |
|
|||||
|
2019
Q4 | $807K | Sell |
|
|||||
|
2019
Q3 | $843K | Sell |
|
|||||
|
2019
Q2 | $891K | Buy |
|
|||||
|
2019
Q1 | $841K | Buy |
|
|||||
|
2018
Q4 | $558K | Sell |
|
|||||
|
2018
Q3 | $676K | Sell |
|
|||||
|
2018
Q2 | $747K | Sell |
|
|||||
|
2018
Q1 | $784K | Buy |
|
|||||
|
2017
Q4 | $848K | Sell |
|
|||||
|
2017
Q3 | $796K | Sell |
|
|||||
|
2017
Q2 | $856K | Buy |
|
|||||
|
2017
Q1 | $822K | Sell |
|
|||||
|
2016
Q4 | $882K | Sell |
|
|||||
|
2016
Q3 | $808K | Sell |
|
|||||
|
2016
Q2 | $984K | Buy |
|
|||||
|
2016
Q1 | $761K | Buy |
|
|||||
|
2015
Q4 | $530K | Buy |
|
|||||
|
2015
Q3 | $495K | Sell |
|
|||||
|
2015
Q2 | $572K | Buy |
|
|||||
|
2015
Q1 | $492K | Buy |
|
|||||
|
2014
Q4 | $392K | Buy |
|
|||||
|
2014
Q3 | $284K | Sell |
|
|||||
|
2014
Q2 | $288K | Buy |
|