Western Financial Corp’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 | $8.11M | Buy |
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|
2025
Q2 | $6.92M | Sell |
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|
2025
Q1 | $6.91M | Buy |
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|
2024
Q4 | $6.75M | Buy |
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|
2024
Q3 | $5.37M | Buy |
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|
2024
Q2 | $5.64M | Buy |
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|
2024
Q1 | $5.27M | Hold |
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|
2023
Q4 | $4.47M | Sell |
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|
2023
Q3 | $3.79M | Hold |
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|
2023
Q2 | $3.89M | Sell |
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|
2023
Q1 | $3.41M | Hold |
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|
2022
Q4 | $3.77M | Sell |
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|
2022
Q3 | $3.68M | Hold |
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|
2022
Q2 | $3.58M | Sell |
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|
2022
Q1 | $4.44M | Buy |
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|
2021
Q4 | $4.39M | Sell |
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|
2021
Q3 | $4.25M | Sell |
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|
2021
Q2 | $4.16M | Hold |
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|
2021
Q1 | $3.58M | Sell |
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|
2020
Q4 | $2.8M | Buy |
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