WBH Advisory’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 | $230K | Buy |
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|
2025
Q2 | $219K | Sell |
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|
2025
Q1 | $201K | Buy |
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|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $408K | Sell |
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|
2019
Q3 | $393K | Buy |
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|
2019
Q2 | $368K | Sell |
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|
2019
Q1 | $405K | Sell |
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|
2018
Q4 | $405 | Sell |
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|
2018
Q3 | $495K | Buy |
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|
2018
Q2 | $517K | Buy |
|
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|
2018
Q1 | $471K | Buy |
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|
2017
Q4 | $545K | Sell |
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|
2017
Q3 | $507K | Sell |
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|
2017
Q2 | $516K | Sell |
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|
2017
Q1 | $521K | Sell |
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|
2016
Q4 | $600K | Sell |
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|
2016
Q3 | $518K | Buy |
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|
2016
Q2 | $388K | Sell |
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|
2016
Q1 | $404K | Buy |
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|
2015
Q4 | $454 | Sell |
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|
2015
Q3 | $431K | Buy |
|
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|
2015
Q2 | $470K | Sell |
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|
2015
Q1 | $462 | Buy |
|
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|
2014
Q4 | $466K | Sell |
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|
2014
Q3 | $442K | Sell |
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|
2014
Q2 | $468K | Buy |
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|
2014
Q1 | $443K | Sell |
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|
2013
Q4 | $490K | Buy |
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|
2013
Q3 | $446K | Sell |
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|
2013
Q2 | $449K | Buy |
|