Weil Company’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 | $557K | Sell |
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|
2025
Q1 | $532K | Sell |
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|
2024
Q4 | $549K | Hold |
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|
2024
Q3 | $441K | Hold |
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|
2024
Q2 | $464K | Sell |
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|
2024
Q1 | $453K | Buy |
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|
2023
Q4 | $384K | Hold |
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|
2023
Q3 | $319K | Hold |
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|
2023
Q2 | $333K | Hold |
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|
2023
Q1 | $292K | Hold |
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|
2022
Q4 | $322K | Hold |
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|
2022
Q3 | $314K | Sell |
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|
2022
Q2 | $310K | Buy |
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|
2022
Q1 | $378K | Sell |
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|
2021
Q4 | $612K | Buy |
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|
2021
Q3 | $591K | Buy |
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|
2021
Q2 | $553K | Buy |
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|
2021
Q1 | $286K | Buy |
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|
2020
Q4 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $381K | Buy |
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|
2019
Q3 | $315K | Sell |
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|
2019
Q2 | $485K | Hold |
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|
2019
Q1 | $495K | Hold |
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|
2018
Q4 | $472K | Hold |
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|
2018
Q3 | $539K | Hold |
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|
2018
Q2 | $568K | Hold |
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|
2018
Q1 | $537K | Buy |
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|
2017
Q4 | $379K | Buy |
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