The Family Firm’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 | – | Sell |
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|
2025
Q1 | $436K | Sell |
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|
2024
Q4 | $440K | Buy |
|
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|
2024
Q3 | $353K | Buy |
|
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|
2024
Q2 | $360K | Sell |
|
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|
2024
Q1 | $356K | Buy |
|
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|
2023
Q4 | $279K | Buy |
|
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|
2023
Q3 | $231K | Buy |
|
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|
2023
Q2 | $241K | Sell |
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|
2023
Q1 | $214K | Buy |
|
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|
2022
Q4 | $233K | Buy |
|
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|
2022
Q3 | $227K | Sell |
|
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|
2022
Q2 | $260K | Buy |
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|
2022
Q1 | $321K | Buy |
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|
2021
Q4 | $318K | Buy |
|
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|
2021
Q3 | $332K | Buy |
|
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|
2021
Q2 | $299K | Sell |
|
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|
2021
Q1 | $265K | Buy |
|
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|
2020
Q4 | $217K | Buy |
|
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|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $552K | Sell |
|
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|
2019
Q3 | $519K | Sell |
|
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|
2019
Q2 | $529K | Buy |
|
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|
2019
Q1 | $540K | Buy |
|
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|
2018
Q4 | $514K | Buy |
|
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|
2018
Q3 | $586K | Buy |
|
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|
2018
Q2 | $612K | Sell |
|
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|
2018
Q1 | $585K | Sell |
|
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|
2017
Q4 | $680K | Buy |
|
|||||
|
2017
Q3 | $618K | Buy |
|
|||||
|
2017
Q2 | $621K | Buy |
|
|||||
|
2017
Q1 | $527K | Buy |
|
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|
2016
Q4 | $517K | Sell |
|
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|
2016
Q3 | $446K | Buy |
|
|||||
|
2016
Q2 | $441K | Buy |
|
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|
2016
Q1 | $450K | Sell |
|
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|
2015
Q4 | $525K | Sell |
|
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|
2015
Q3 | $498K | Hold |
|
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|
2015
Q2 | $546K | Sell |
|
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|
2015
Q1 | $632K | Buy |
|
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|
2014
Q4 | $634K | Buy |
|