Stokes Family Office’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 | $486K | Sell |
|
|||||
|
2025
Q1 | $437K | Sell |
|
|||||
|
2024
Q4 | $946K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $217K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $551K | Sell |
|
|||||
|
2023
Q2 | $684K | Buy |
|
|||||
|
2023
Q1 | $476K | Sell |
|
|||||
|
2022
Q4 | $574K | Sell |
|
|||||
|
2022
Q3 | $665K | Buy |
|
|||||
|
2022
Q2 | $608K | Buy |
|
|||||
|
2022
Q1 | $686K | Buy |
|
|||||
|
2021
Q4 | $667K | Buy |
|
|||||
|
2021
Q3 | $635K | Buy |
|
|||||
|
2021
Q2 | $587K | Buy |
|
|||||
|
2021
Q1 | $501K | Buy |
|
|||||
|
2020
Q4 | $382K | Sell |
|
|||||
|
2020
Q3 | $328K | Sell |
|
|||||
|
2020
Q2 | $516K | Sell |
|
|||||
|
2020
Q1 | $1.84M | Buy |
|
|||||
|
2019
Q4 | $2.79M | Buy |
|