Traphagen Investment Advisors’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 | $532K | Buy |
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|
2025
Q2 | $498K | Sell |
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|
2025
Q1 | $463K | Buy |
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|
2024
Q4 | $415K | Sell |
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|
2024
Q3 | $364K | Buy |
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|
2024
Q2 | $382K | Buy |
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|
2024
Q1 | $343K | Sell |
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|
2023
Q4 | $315K | Buy |
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|
2023
Q3 | $261K | Sell |
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|
2023
Q2 | $570K | Buy |
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|
2023
Q1 | $333K | Sell |
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|
2022
Q4 | $278K | Buy |
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|
2022
Q3 | $355K | Buy |
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|
2022
Q2 | $345K | Buy |
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|
2022
Q1 | $240K | Sell |
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|
2021
Q4 | $374K | Sell |
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|
2021
Q3 | $369K | Sell |
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|
2021
Q2 | $373K | Sell |
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|
2021
Q1 | $326K | Sell |
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|
2020
Q4 | $263K | Sell |
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|
2020
Q3 | $252K | Sell |
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|
2020
Q2 | $299K | Sell |
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|
2020
Q1 | $415K | Buy |
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|
2019
Q4 | $738K | Buy |
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|
2019
Q3 | $689K | Buy |
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|
2019
Q2 | $617K | Buy |
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|
2019
Q1 | $551K | Buy |
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