Waldron Private Wealth’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 | $353K | Sell |
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|
2025
Q2 | $358K | Sell |
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|
2025
Q1 | $335K | Sell |
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|
2024
Q4 | $1M | Buy |
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|
2024
Q3 | $791K | Sell |
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|
2024
Q2 | $845K | Sell |
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|
2024
Q1 | $887K | Buy |
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|
2023
Q4 | $739K | Buy |
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|
2023
Q3 | $523K | Sell |
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|
2023
Q2 | $592K | Sell |
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|
2023
Q1 | $584K | Sell |
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|
2022
Q4 | $629K | Hold |
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|
2022
Q3 | $629K | Buy |
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|
2022
Q2 | $527K | Buy |
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|
2022
Q1 | $609K | Buy |
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|
2021
Q4 | $516K | Buy |
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|
2021
Q3 | $493K | Sell |
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|
2021
Q2 | $1.38M | Buy |
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|
2021
Q1 | $302K | Sell |
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|
2020
Q4 | $248K | Sell |
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|
2020
Q3 | $246K | Sell |
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|
2020
Q2 | $294K | Sell |
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|
2020
Q1 | $417K | Sell |
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|
2019
Q4 | $2.23M | Buy |
|
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|
2019
Q3 | $2.08M | Buy |
|
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|
2019
Q2 | $522K | Sell |
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|
2019
Q1 | $587K | Buy |
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|
2018
Q4 | $487K | Buy |
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|
2018
Q3 | $398K | Buy |
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|
2018
Q2 | $400K | Buy |
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|
2018
Q1 | $377K | Sell |
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|
2017
Q4 | $667K | Hold |
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|
2017
Q3 | $606K | Buy |
|
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|
2017
Q2 | $458K | Sell |
|
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|
2017
Q1 | $1.34M | Buy |
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|
2016
Q4 | $474K | Sell |
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|
2016
Q3 | $519K | Sell |
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|
2016
Q2 | $837K | Sell |
|
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|
2016
Q1 | $1.57M | Buy |
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|
2015
Q4 | $902K | Buy |
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|
2015
Q3 | $727K | Buy |
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|
2015
Q2 | $534K | Buy |
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|
2015
Q1 | $415K | Sell |
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|
2014
Q4 | $442K | Buy |
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|
2014
Q3 | $385K | Sell |
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|
2014
Q2 | $438K | Buy |
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|
2014
Q1 | $340K | Buy |
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|
2013
Q4 | $299K | Buy |
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