Wealth Architects’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 | $627K | Sell |
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|
2025
Q1 | $588K | Buy |
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|
2024
Q4 | $571K | Sell |
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|
2024
Q3 | $471K | Buy |
|
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|
2024
Q2 | $490K | Sell |
|
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|
2024
Q1 | $480K | Buy |
|
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|
2023
Q4 | $404K | Buy |
|
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|
2023
Q3 | $269K | Buy |
|
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|
2023
Q2 | $278K | Sell |
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|
2023
Q1 | $264K | Sell |
|
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|
2022
Q4 | $300K | Buy |
|
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|
2022
Q3 | $287K | Buy |
|
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|
2022
Q2 | $278K | Sell |
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|
2022
Q1 | $367K | Buy |
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|
2021
Q4 | $349K | Sell |
|
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|
2021
Q3 | $365K | Sell |
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|
2021
Q2 | $390K | Buy |
|
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|
2021
Q1 | $217K | Buy |
|
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|
2020
Q2 | – | Sell |
|
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|
2020
Q1 | $252K | Buy |
|
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|
2019
Q4 | $466K | Sell |
|
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|
2019
Q3 | $483K | Buy |
|
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|
2019
Q2 | $445K | Buy |
|
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|
2019
Q1 | $452K | Buy |
|
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|
2018
Q4 | $426K | Sell |
|
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|
2018
Q3 | $522K | Buy |
|
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|
2018
Q2 | $542K | Buy |
|
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|
2018
Q1 | $492K | Sell |
|
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|
2017
Q4 | $578K | Sell |
|
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|
2017
Q3 | $597K | Sell |
|
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|
2017
Q2 | $665K | Sell |
|
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|
2017
Q1 | $673K | Sell |
|
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|
2016
Q4 | $687K | Sell |
|
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|
2016
Q3 | $568K | Sell |
|
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|
2016
Q2 | $631K | Sell |
|
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|
2016
Q1 | $689K | Sell |
|
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|
2015
Q4 | $867K | Buy |
|
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|
2015
Q3 | $818K | Buy |
|
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|
2015
Q2 | $866K | Buy |
|
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|
2015
Q1 | $702K | Sell |
|
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|
2014
Q4 | $802K | Buy |
|