Winch Advisory Services’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 | $222K | Buy |
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|
2025
Q1 | $198K | Buy |
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|
2024
Q4 | $193K | Buy |
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|
2024
Q3 | $103K | Sell |
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|
2024
Q2 | $109K | Buy |
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|
2024
Q1 | $106K | Buy |
|
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|
2023
Q4 | $89.5K | Buy |
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|
2023
Q3 | $74K | Buy |
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|
2023
Q2 | $76K | Buy |
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|
2023
Q1 | $66K | Buy |
|
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|
2022
Q4 | $73K | Buy |
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|
2022
Q3 | $71K | Buy |
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|
2022
Q2 | $68K | Buy |
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|
2022
Q1 | $84K | Sell |
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|
2021
Q4 | $120K | Buy |
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|
2021
Q3 | $115K | Buy |
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|
2021
Q2 | $112K | Sell |
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|
2021
Q1 | $106K | Buy |
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|
2020
Q4 | $82K | Buy |
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|
2020
Q3 | $64K | Buy |
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|
2020
Q2 | $69K | Buy |
|
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|
2020
Q1 | $76K | Buy |
|
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|
2019
Q4 | $141K | Sell |
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|
2019
Q3 | $141K | Buy |
|
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|
2019
Q2 | $131K | Buy |
|
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|
2019
Q1 | $132K | Buy |
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|
2018
Q4 | $125K | Buy |
|
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|
2018
Q3 | $140K | Buy |
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|
2018
Q2 | $147K | Buy |
|
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|
2018
Q1 | $138K | Buy |
|
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|
2017
Q4 | $159K | Sell |
|
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|
2017
Q3 | $154K | Buy |
|
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|
2017
Q2 | $154K | Buy |
|
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|
2017
Q1 | $153K | Buy |
|
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|
2016
Q4 | $151K | Buy |
|
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|
2016
Q3 | $120K | Sell |
|
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|
2016
Q2 | $1.75M | Buy |
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|
2016
Q1 | $464K | Buy |
|
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|
2015
Q4 | $521K | Sell |
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|
2015
Q3 | $535K | Sell |
|
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|
2015
Q2 | $1.43M | Buy |
|
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|
2015
Q1 | $145K | Sell |
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|
2014
Q4 | $6.16M | Buy |
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|
2014
Q3 | $1.71M | Sell |
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|
2014
Q2 | $1.95M | Buy |
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|
2014
Q1 | $1.71M | Buy |
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