Western Pacific Wealth Management’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 | $507K | Hold |
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|
2025
Q2 | $485K | Sell |
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|
2025
Q1 | $476K | Sell |
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|
2024
Q4 | $602K | Hold |
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|
2024
Q3 | $484K | Buy |
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|
2024
Q2 | $509K | Sell |
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|
2024
Q1 | $506K | Buy |
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|
2023
Q4 | $358K | Buy |
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|
2023
Q3 | $273K | Buy |
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|
2023
Q2 | $259K | Hold |
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|
2023
Q1 | $227K | Hold |
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|
2022
Q4 | $250K | Buy |
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|
2022
Q3 | $177K | Buy |
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|
2022
Q2 | $30K | Hold |
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|
2022
Q1 | $38K | Hold |
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|
2021
Q4 | $37K | Buy |
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