Wilson & Boucher Capital 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 | $922K | Sell |
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|
2025
Q2 | $945K | Sell |
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|
2025
Q1 | $854K | Sell |
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|
2024
Q4 | $906K | Hold |
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|
2024
Q3 | $728K | Sell |
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|
2024
Q2 | $770K | Hold |
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|
2024
Q1 | $752K | Sell |
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|
2023
Q4 | $649K | Hold |
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|
2023
Q3 | $539K | Sell |
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|
2023
Q2 | $572K | Sell |
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|
2023
Q1 | $521K | Buy |
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|
2022
Q4 | $573K | Hold |
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|
2022
Q3 | $558K | Hold |
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|
2022
Q2 | $543K | Hold |
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|
2022
Q1 | $672K | Buy |
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|
2021
Q4 | $649K | Buy |
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