Sonata Capital Group’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 | $250K | Hold |
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|
2025
Q1 | $224K | Hold |
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|
2024
Q4 | $219K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $206K | Hold |
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|
2021
Q4 | $204K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $208K | Sell |
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|
2018
Q1 | $212K | Sell |
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|
2017
Q4 | $376K | Hold |
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|
2017
Q3 | $342K | Hold |
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|
2017
Q2 | $344K | Hold |
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|
2017
Q1 | $345K | Sell |
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|
2016
Q4 | $397K | Buy |
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|
2016
Q3 | $281K | Hold |
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|
2016
Q2 | $301K | Hold |
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|
2016
Q1 | $307K | Sell |
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|
2015
Q4 | $375K | Sell |
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|
2015
Q3 | $360K | Hold |
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|
2015
Q2 | $394K | Hold |
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|
2015
Q1 | $381K | Hold |
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|
2014
Q4 | $384K | Buy |
|