WESPAC Advisors SoCal’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $229K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $328K | Hold |
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|
2019
Q3 | $307K | Buy |
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|
2019
Q2 | $288K | Hold |
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|
2019
Q1 | $294K | Hold |
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|
2018
Q4 | $280K | Hold |
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|
2018
Q3 | $320K | Sell |
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|
2018
Q2 | $362K | Hold |
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|
2018
Q1 | $342K | Buy |
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|
2017
Q4 | $369K | Hold |
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|
2017
Q3 | $336K | Hold |
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|
2017
Q2 | $337K | Hold |
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|
2017
Q1 | $339K | Sell |
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|
2016
Q4 | $2.65M | Sell |
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|
2016
Q3 | $2.22M | Sell |
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|
2016
Q2 | $2.46M | Sell |
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|
2016
Q1 | $2.56M | Sell |
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|
2015
Q4 | $5.17M | Buy |
|