West Branch Capital’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 | $1.99M | Buy |
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|
2025
Q1 | $1.59M | Buy |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $633K | Buy |
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|
2024
Q2 | $614K | Buy |
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|
2024
Q1 | $477K | Buy |
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|
2023
Q4 | $373K | Sell |
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|
2023
Q3 | $373K | Sell |
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|
2023
Q2 | $422K | Sell |
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|
2023
Q1 | $401K | Buy |
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|
2022
Q4 | $426K | Buy |
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|
2022
Q3 | $414K | Sell |
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|
2022
Q2 | $429K | Sell |
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|
2022
Q1 | $546K | Sell |
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|
2021
Q4 | $588K | Buy |
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|
2021
Q3 | $536K | Sell |
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|
2021
Q2 | $527K | Buy |
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|
2021
Q1 | $265K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $634K | Buy |
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