Westover Capital 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
Q2 | $725K | Hold |
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|
2025
Q1 | $649K | Hold |
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|
2024
Q4 | $635K | Hold |
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|
2024
Q3 | $511K | Hold |
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|
2024
Q2 | $537K | Hold |
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|
2024
Q1 | $524K | Buy |
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|
2023
Q4 | $252K | Buy |
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|
2023
Q3 | $206K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $228K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $621K | Sell |
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|
2017
Q1 | $653K | Buy |
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|
2016
Q4 | $640K | Sell |
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|
2016
Q3 | $588K | Buy |
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|
2016
Q2 | $549K | Sell |
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|
2016
Q1 | $660K | Buy |
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|
2015
Q4 | $680K | Buy |
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