West Oak 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
Q3 | $4.28K | Sell |
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|
2025
Q2 | $4.94K | Sell |
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|
2025
Q1 | $4.45K | Sell |
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|
2024
Q4 | $4.71M | Sell |
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|
2024
Q3 | $3.79K | Buy |
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|
2024
Q2 | $411K | Buy |
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|
2024
Q1 | $369K | Hold |
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|
2023
Q4 | $302K | Hold |
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|
2023
Q3 | $260K | Buy |
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|
2023
Q2 | $244K | Hold |
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|
2023
Q1 | $214K | Buy |
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|
2022
Q4 | $151K | Sell |
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|
2022
Q3 | $167K | Sell |
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|
2022
Q2 | $178K | Sell |
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|
2022
Q1 | $259K | Sell |
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|
2021
Q4 | $264K | Buy |
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|
2021
Q3 | $223K | Hold |
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|
2021
Q2 | $217K | Hold |
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|
2021
Q1 | $188K | Buy |
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|
2020
Q4 | $23K | Hold |
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|
2020
Q3 | $18K | Hold |
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|
2020
Q2 | $19K | Sell |
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|
2020
Q1 | $26K | Buy |
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|
2019
Q4 | $40K | Hold |
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|
2019
Q3 | $38K | Sell |
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|
2019
Q2 | $121K | Hold |
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|
2019
Q1 | $123K | Sell |
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|
2018
Q4 | $127K | Hold |
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|
2018
Q3 | $145K | Buy |
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|
2018
Q2 | $141K | Sell |
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|
2018
Q1 | $1.26M | Sell |
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|
2017
Q4 | $2.15M | Sell |
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|
2017
Q3 | $2.06M | Sell |
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|
2017
Q2 | $2.1M | Sell |
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|
2017
Q1 | $2.15M | Buy |
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|
2016
Q4 | $2.02M | Sell |
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|
2016
Q3 | $1.77M | Buy |
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|
2016
Q2 | $1.86M | Buy |
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|
2016
Q1 | $1.85M | Sell |
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|
2015
Q4 | $2.09M | Buy |
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|
2015
Q3 | $1.89M | Sell |
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|
2015
Q2 | $2.08M | Sell |
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|
2015
Q1 | $2.02M | Sell |
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|
2014
Q4 | $2.2M | Sell |
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|
2014
Q3 | $2.12M | Sell |
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|
2014
Q2 | $2.17M | Sell |
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|
2014
Q1 | $2.08M | Sell |
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|
2013
Q4 | $1.93M | Sell |
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|
2013
Q3 | $1.76M | Sell |
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|
2013
Q2 | $1.8M | Buy |
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