Tarbox 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
Q3 | $942K | Buy |
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|
2025
Q2 | $900K | Sell |
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|
2025
Q1 | $807K | Sell |
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|
2024
Q4 | $790K | Sell |
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|
2024
Q3 | $642K | Sell |
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|
2024
Q2 | $677K | Buy |
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|
2024
Q1 | $607K | Hold |
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|
2023
Q4 | $515K | Buy |
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|
2023
Q3 | $426K | Hold |
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|
2023
Q2 | $445K | Buy |
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|
2023
Q1 | $389K | Buy |
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|
2022
Q4 | $430K | Sell |
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|
2022
Q3 | $408K | Hold |
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|
2022
Q2 | $408K | Sell |
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|
2022
Q1 | $510K | Sell |
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|
2021
Q4 | $762K | Sell |
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|
2021
Q3 | $780K | Buy |
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|
2021
Q2 | $757K | Buy |
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|
2021
Q1 | $604K | Buy |
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|
2020
Q4 | $465K | Sell |
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|
2020
Q3 | $377K | Buy |
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|
2020
Q2 | $410K | Sell |
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|
2020
Q1 | $540K | Buy |
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|
2019
Q4 | $982K | Buy |
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|
2019
Q3 | $670K | Sell |
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|
2019
Q2 | $630K | Buy |
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|
2019
Q1 | $642K | Sell |
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|
2018
Q4 | $613K | Sell |
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|
2018
Q3 | $705K | Hold |
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|
2018
Q2 | $744K | Buy |
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|
2018
Q1 | $701K | Sell |
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|
2017
Q4 | $815K | Buy |
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|
2017
Q3 | $603K | Buy |
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|
2017
Q2 | $597K | Hold |
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|
2017
Q1 | $600K | Sell |
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|
2016
Q4 | $605K | Sell |
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|
2016
Q3 | $487K | Buy |
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|
2016
Q2 | $519K | Sell |
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|
2016
Q1 | $531K | Buy |
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|
2015
Q4 | $596K | Sell |
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|
2015
Q3 | $613K | Buy |
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|
2015
Q2 | $658K | Sell |
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|
2015
Q1 | $669K | Buy |
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|
2014
Q4 | $674K | Sell |
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|
2014
Q3 | $660K | Sell |
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|
2014
Q2 | $714K | Buy |
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|
2014
Q1 | $664K | Sell |
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|
2013
Q4 | $640K | Buy |
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