Signature Estate & Investment 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 | $924K | Buy |
|
|||||
|
2025
Q2 | $749K | Buy |
|
|||||
|
2025
Q1 | $610K | Sell |
|
|||||
|
2024
Q4 | $610K | Buy |
|
|||||
|
2024
Q3 | $368K | Buy |
|
|||||
|
2024
Q2 | $384K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $221K | Sell |
|
|||||
|
2019
Q1 | $249K | Buy |
|
|||||
|
2018
Q4 | $233K | Buy |
|
|||||
|
2018
Q3 | $260K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $102K | Sell |
|
|||||
|
2017
Q1 | $124K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $342K | Buy |
|