West Family Investments’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 | $1.34M | Buy |
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|
2025
Q1 | $742K | Sell |
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|
2024
Q4 | $738K | Sell |
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|
2024
Q3 | $602K | Buy |
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|
2024
Q2 | $564K | Hold |
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|
2024
Q1 | $550K | Hold |
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|
2023
Q4 | $467K | Buy |
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|
2023
Q3 | $384K | Hold |
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|
2023
Q2 | $401K | Buy |
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|
2023
Q1 | $209K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $320K | Sell |
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|
2022
Q1 | $552K | Buy |
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|
2021
Q4 | $495K | Sell |
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|
2021
Q3 | $610K | Buy |
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|
2021
Q2 | $511K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1.38K | Hold |
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|
2017
Q2 | $1.39M | Buy |
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|
2017
Q1 | – | Hold |
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|
2016
Q4 | – | Hold |
|