Stone House Investment Management’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 | $41.5K | Buy |
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|
2025
Q2 | $38.5K | Buy |
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|
2025
Q1 | $34.3K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $26.7K | Buy |
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|
2024
Q2 | $27.9K | Buy |
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|
2024
Q1 | $27.1K | Buy |
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|
2023
Q4 | $22.9K | Buy |
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|
2023
Q3 | $18.8K | Buy |
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|
2023
Q2 | $19.5K | Buy |
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|
2023
Q1 | $17K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $20K | Buy |
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