Sheets Smith Wealth Management’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 | $709K | Buy |
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|
2025
Q2 | $677K | Sell |
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|
2025
Q1 | $741K | Sell |
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|
2024
Q4 | $726K | Buy |
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|
2024
Q3 | $579K | Sell |
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|
2024
Q2 | $611K | Buy |
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|
2024
Q1 | $590K | Buy |
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|
2023
Q4 | $500K | Sell |
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|
2023
Q3 | $487K | Buy |
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|
2023
Q2 | $507K | Sell |
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|
2023
Q1 | $482K | Buy |
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|
2022
Q4 | $532K | Buy |
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|
2022
Q3 | $518K | Buy |
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|
2022
Q2 | $504K | Sell |
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|
2022
Q1 | $653K | Sell |
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|
2021
Q4 | $665K | Buy |
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|
2021
Q3 | $643K | Buy |
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|
2021
Q2 | $618K | Buy |
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|
2021
Q1 | $533K | Buy |
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|
2020
Q4 | $397K | Sell |
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|
2020
Q3 | $315K | Buy |
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|
2020
Q2 | $299K | Buy |
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|
2020
Q1 | $273K | Sell |
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|
2019
Q4 | $593K | Buy |
|
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|
2019
Q3 | $521K | Buy |
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|
2019
Q2 | $487K | Sell |
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|
2019
Q1 | $545K | Sell |
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|
2018
Q4 | $547K | Sell |
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|
2018
Q3 | $757K | Buy |
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|
2018
Q2 | $796K | Buy |
|
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|
2018
Q1 | $710K | Sell |
|
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|
2017
Q4 | $1.9M | Sell |
|
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|
2017
Q3 | $1.77M | Buy |
|
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|
2017
Q2 | $1.73M | Sell |
|
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|
2017
Q1 | $1.76M | Buy |
|
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|
2016
Q4 | $1.71M | Sell |
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|
2016
Q3 | $1.38M | Buy |
|
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|
2016
Q2 | $1.43M | Buy |
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|
2016
Q1 | $1.42M | Buy |
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|
2015
Q4 | $1.58M | Buy |
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|
2015
Q3 | $1.46M | Buy |
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|
2015
Q2 | $1.54M | Sell |
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|
2015
Q1 | $1.52M | Buy |
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|
2014
Q4 | $1.53M | Buy |
|
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|
2014
Q3 | $1.45M | Buy |
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|
2014
Q2 | $1.46M | Sell |
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|
2014
Q1 | $1.39M | Buy |
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|
2013
Q4 | $1.23M | Sell |
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|
2013
Q3 | $1.12M | Buy |
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|
2013
Q2 | $1.11M | Buy |
|