Shepherd Financial Partners’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
Q4 | $200K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $200K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $279K | Hold |
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|
2018
Q2 | $282K | Sell |
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|
2018
Q1 | $288K | Buy |
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|
2017
Q4 | $205K | Sell |
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|
2017
Q3 | $203K | Sell |
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|
2017
Q2 | $515K | Sell |
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|
2017
Q1 | $511K | Buy |
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|
2016
Q4 | $509K | Buy |
|