Tradewinds Capital 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
Q2 | $589K | Sell |
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|
2025
Q1 | $555K | Hold |
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|
2024
Q4 | $543K | Buy |
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|
2024
Q3 | $239K | Hold |
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|
2024
Q2 | $252K | Buy |
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|
2024
Q1 | $245K | Buy |
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|
2023
Q4 | $40.6K | Buy |
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|
2023
Q3 | $32.5K | Hold |
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|
2023
Q2 | $33.9K | Hold |
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|
2023
Q1 | $29.7K | Hold |
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|
2022
Q4 | $32.8K | Hold |
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|
2022
Q3 | $32K | Hold |
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|
2022
Q2 | $31K | Sell |
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|
2022
Q1 | $177K | Buy |
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|
2021
Q4 | $176K | Sell |
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|
2021
Q3 | $193K | Buy |
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|
2021
Q2 | $188K | Buy |
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|
2021
Q1 | $139K | Sell |
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|
2020
Q4 | $122K | Buy |
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|
2020
Q3 | $67K | Buy |
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|
2020
Q2 | $53K | Sell |
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|
2020
Q1 | $66K | Sell |
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|
2019
Q4 | $143K | Buy |
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|
2019
Q3 | $133K | Buy |
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|
2019
Q2 | $125K | Buy |
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|
2019
Q1 | $127K | Sell |
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|
2018
Q4 | $176K | Sell |
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|
2018
Q3 | $236K | Buy |
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|
2018
Q2 | $212K | Buy |
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|
2018
Q1 | $184K | Sell |
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|
2017
Q4 | $243K | Sell |
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|
2017
Q3 | $231K | Buy |
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|
2017
Q2 | $232K | Sell |
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|
2017
Q1 | $259K | Sell |
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|
2016
Q4 | $461K | Buy |
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|
2016
Q3 | $241K | Buy |
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|
2016
Q2 | $154K | Buy |
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|
2016
Q1 | $150K | Sell |
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|
2015
Q4 | $184K | Buy |
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|
2015
Q3 | $173K | Buy |
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|
2015
Q2 | $184K | Buy |
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|
2015
Q1 | $172K | Sell |
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|
2014
Q4 | $178K | Sell |
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|
2014
Q3 | $215K | Hold |
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|
2014
Q2 | $218K | Sell |
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|
2014
Q1 | $211K | Sell |
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|
2013
Q4 | $207K | Buy |
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