Whalerock Point Partners’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 | $503K | Buy |
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|
2025
Q1 | $367K | Hold |
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|
2024
Q4 | $359K | Hold |
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|
2024
Q3 | $289K | Hold |
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|
2024
Q2 | $303K | Hold |
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|
2024
Q1 | $296K | Hold |
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|
2023
Q4 | $251K | Hold |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $218K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $243K | Hold |
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|
2022
Q2 | $237K | Buy |
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|
2022
Q1 | $268K | Hold |
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|
2021
Q4 | $266K | Hold |
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|
2021
Q3 | $257K | Buy |
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|
2021
Q2 | $210K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $274K | Sell |
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|
2020
Q1 | $379K | Sell |
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|
2019
Q4 | $732K | Buy |
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|
2019
Q3 | $560K | Hold |
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|
2019
Q2 | $525K | Sell |
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|
2019
Q1 | $698K | Buy |
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|
2018
Q4 | $531K | Sell |
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|
2018
Q3 | $630K | Buy |
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|
2018
Q2 | $637K | Sell |
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|
2018
Q1 | $943K | Sell |
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|
2017
Q4 | $1.11M | Buy |
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|
2017
Q3 | $982K | Sell |
|
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|
2017
Q2 | $1.36M | Buy |
|
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|
2017
Q1 | $1.28M | Buy |
|
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|
2016
Q4 | $930K | Buy |
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|
2016
Q3 | $682K | Buy |
|
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|
2016
Q1 | $742K | Sell |
|
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|
2015
Q4 | $979K | Buy |
|
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|
2015
Q3 | $828K | Buy |
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|
2015
Q2 | $668K | Buy |
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|
2015
Q1 | $504K | Buy |
|
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|
2014
Q4 | $474K | Hold |
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|
2014
Q3 | $448K | Hold |
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|
2014
Q2 | $454K | Buy |
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|
2014
Q1 | $407K | Buy |
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|
2013
Q4 | $331K | Buy |
|