West Paces Advisors’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 | $219K | Sell |
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|
2025
Q2 | $218K | Sell |
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|
2025
Q1 | $201K | Hold |
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|
2024
Q4 | $196K | Hold |
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|
2024
Q3 | $158K | Hold |
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|
2024
Q2 | $166K | Sell |
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|
2024
Q1 | $169K | Sell |
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|
2023
Q4 | $163K | Buy |
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|
2023
Q3 | $130K | Hold |
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|
2023
Q2 | $136K | Buy |
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|
2023
Q1 | $89.2K | Hold |
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|
2022
Q4 | $98.5K | Hold |
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|
2022
Q3 | $95.9K | Sell |
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|
2022
Q2 | $94.3K | Buy |
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|
2022
Q1 | $114K | Buy |
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|
2021
Q4 | $112K | Hold |
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|
2021
Q3 | $108K | Sell |
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|
2021
Q2 | $111K | Hold |
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|
2021
Q1 | $95.9K | Hold |
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|
2020
Q4 | $74.1K | Sell |
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|
2020
Q3 | $65.2K | Sell |
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|
2020
Q2 | $82.4K | Sell |
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|
2020
Q1 | $121K | Sell |
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|
2019
Q4 | $728K | Buy |
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|
2019
Q3 | $647K | Sell |
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|
2019
Q2 | $613K | Buy |
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|
2019
Q1 | $516K | Sell |
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|
2018
Q4 | $569K | Sell |
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|
2018
Q3 | $667K | Hold |
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|
2018
Q2 | $704K | Sell |
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|
2018
Q1 | $689K | Sell |
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|
2017
Q4 | $832K | Sell |
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|
2017
Q3 | $789K | Sell |
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|
2017
Q2 | $813K | Buy |
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|
2017
Q1 | $778K | Hold |
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|
2016
Q4 | $770K | Buy |
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