Sippican Capital 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
Q2 | $652K | Hold |
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|
2025
Q1 | $585K | Sell |
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|
2024
Q4 | $583K | Hold |
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|
2024
Q3 | $468K | Hold |
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|
2024
Q2 | $493K | Hold |
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|
2024
Q1 | $481K | Sell |
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|
2023
Q4 | $750K | Buy |
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|
2023
Q3 | $339K | Hold |
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|
2023
Q2 | $354K | Sell |
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|
2023
Q1 | $323K | Sell |
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|
2022
Q4 | $376K | Sell |
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|
2022
Q3 | $367K | Sell |
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|
2022
Q2 | $412K | Hold |
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|
2022
Q1 | $509K | Sell |
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|
2021
Q4 | $507K | Sell |
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|
2021
Q3 | $767K | Buy |
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|
2021
Q2 | $740K | Sell |
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|
2021
Q1 | $642K | Sell |
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|
2020
Q4 | $511K | Sell |
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|
2020
Q3 | $610K | Buy |
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|
2020
Q2 | $568K | Sell |
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|
2020
Q1 | $653K | Sell |
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|
2019
Q4 | $1.25M | Buy |
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|
2019
Q3 | $1.15M | Sell |
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|
2019
Q2 | $1.12M | Sell |
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|
2019
Q1 | $1.19M | Sell |
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|
2018
Q4 | $1.2M | Buy |
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|
2018
Q3 | $1.17M | Sell |
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|
2018
Q2 | $1.85M | Sell |
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|
2018
Q1 | $1.77M | Sell |
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|
2017
Q4 | $2.08M | Sell |
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|
2017
Q3 | $2.2M | Sell |
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|
2017
Q2 | $2.46M | Sell |
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|
2017
Q1 | $2.52M | Sell |
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|
2016
Q4 | $2.6M | Sell |
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|
2016
Q3 | $2.19M | Sell |
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|
2016
Q2 | $2.4M | Sell |
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|
2016
Q1 | $2.54M | Sell |
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|
2015
Q4 | $3.03M | Sell |
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|
2015
Q3 | $2.91M | Sell |
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|
2015
Q2 | $3.26M | Sell |
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|
2015
Q1 | $3.15M | Sell |
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|
2014
Q4 | $3.34M | Sell |
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|
2014
Q3 | $3.21M | Buy |
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