Triad Investment 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
Q1 | $290K | Hold |
|
|||||
|
2023
Q4 | $246K | Sell |
|
|||||
|
2023
Q3 | $778K | Hold |
|
|||||
|
2023
Q2 | $812K | Hold |
|
|||||
|
2023
Q1 | $712K | Hold |
|
|||||
|
2022
Q4 | $786K | Hold |
|
|||||
|
2022
Q3 | $766K | Hold |
|
|||||
|
2022
Q2 | $746K | Hold |
|
|||||
|
2022
Q1 | $922K | Hold |
|
|||||
|
2021
Q4 | $913K | Buy |
|
|||||
|
2020
Q4 | $639K | Hold |
|
|||||
|
2020
Q3 | $498K | Hold |
|
|||||
|
2020
Q2 | $542K | Hold |
|
|||||
|
2020
Q1 | $608K | Hold |
|
|||||
|
2019
Q4 | $1.14M | Sell |
|
|||||
|
2019
Q3 | $1.27M | Buy |
|
|||||
|
2019
Q2 | $1.19M | Sell |
|
|||||
|
2019
Q1 | $1.22M | Buy |
|
|||||
|
2018
Q4 | $1.16M | Buy |
|