SPC Financial Inc’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 | $507K | Buy |
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|
2025
Q1 | $449K | Buy |
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|
2024
Q4 | $428K | Buy |
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|
2024
Q3 | $336K | Sell |
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|
2024
Q2 | $354K | Buy |
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|
2024
Q1 | $345K | Buy |
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|
2023
Q4 | $285K | Buy |
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|
2023
Q3 | $233K | Buy |
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|
2023
Q2 | $237K | Hold |
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|
2023
Q1 | $207K | Buy |
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|
2022
Q4 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $230K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $237K | Hold |
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|
2018
Q2 | $250K | Sell |
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|
2018
Q1 | $291K | Hold |
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|
2017
Q4 | $336K | Buy |
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|
2017
Q3 | $289K | Sell |
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|
2017
Q2 | $313K | Sell |
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|
2017
Q1 | $315K | Sell |
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|
2016
Q4 | $356K | Sell |
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|
2016
Q3 | $1.83M | Buy |
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|
2016
Q2 | $1.09M | Sell |
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|
2016
Q1 | $1.15M | Sell |
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|
2015
Q4 | $1.35M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $249K | Buy |
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|
2014
Q2 | $242K | Buy |
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|
2014
Q1 | $209K | Sell |
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|
2013
Q4 | $431K | Buy |
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|
2013
Q3 | $339K | Buy |
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|
2013
Q2 | $334K | Buy |
|