Sugarloaf Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $144K | Sell |
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|
2024
Q3 | $121K | Hold |
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|
2024
Q2 | $128K | Buy |
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|
2024
Q1 | $124K | Sell |
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|
2023
Q4 | $111K | Buy |
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|
2023
Q3 | $87.6K | Buy |
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|
2023
Q2 | $91.5K | Buy |
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|
2023
Q1 | $80.1K | Sell |
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|
2022
Q4 | $101K | Sell |
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|
2022
Q3 | $131K | Buy |
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|
2022
Q2 | $115K | Buy |
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|
2022
Q1 | $142K | Hold |
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|
2021
Q4 | $141K | Sell |
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|
2021
Q3 | $150K | Sell |
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|
2021
Q2 | $188K | Buy |
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|
2021
Q1 | $159 | Sell |
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|
2020
Q4 | $139K | Sell |
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|
2020
Q3 | $110K | Sell |
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|
2020
Q2 | $121K | Buy |
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|
2020
Q1 | $81K | Sell |
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|
2019
Q4 | $159K | Buy |
|