Westhampton 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 | $484K | Sell |
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|
2025
Q2 | $488K | Hold |
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|
2025
Q1 | $437K | Sell |
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|
2024
Q4 | $456K | Sell |
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|
2024
Q3 | $395K | Hold |
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|
2024
Q2 | $415K | Hold |
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|
2024
Q1 | $405K | Hold |
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|
2023
Q4 | $344K | Hold |
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|
2023
Q3 | $286K | Hold |
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|
2023
Q2 | $298K | Hold |
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|
2023
Q1 | $261K | Buy |
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|
2022
Q4 | $272K | Hold |
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|
2022
Q3 | $265K | Hold |
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|
2022
Q2 | $258K | Hold |
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|
2022
Q1 | $319K | Hold |
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|
2021
Q4 | $316K | Hold |
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|
2021
Q3 | $306K | Sell |
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|
2021
Q2 | $356K | Sell |
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|
2021
Q1 | $316K | Sell |
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|
2020
Q4 | $253K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $227K | Buy |
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|
2020
Q1 | $242K | Buy |
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|
2019
Q4 | $331K | Buy |
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|
2019
Q3 | $300K | Hold |
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|
2019
Q2 | $282K | Buy |
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