WMS 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
Q1 | – | Sell |
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|
2024
Q4 | $409K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $223K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $237K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $255K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $473K | Sell |
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|
2019
Q3 | $470K | Sell |
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|
2019
Q2 | $817K | Buy |
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|
2019
Q1 | $813K | Sell |
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|
2018
Q4 | $1.93M | Sell |
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|
2018
Q3 | $11.1M | Sell |
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|
2018
Q2 | $11.8M | Sell |
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|
2018
Q1 | $11.8M | Sell |
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|
2017
Q4 | $14.1M | Sell |
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|
2017
Q3 | $12.9M | Sell |
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|
2017
Q2 | $13.2M | Sell |
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|
2017
Q1 | $13.4M | Sell |
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|
2016
Q4 | $13.5M | Sell |
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|
2016
Q3 | $10.9M | Buy |
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|
2016
Q2 | $11.1M | Buy |
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|
2016
Q1 | $11.1M | Buy |
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|
2015
Q4 | $11.9M | Buy |
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|
2015
Q3 | $11.2M | Sell |
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|
2015
Q2 | $13M | Buy |
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|
2015
Q1 | $12.2M | Buy |
|
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|
2014
Q4 | $10.7M | Sell |
|
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|
2014
Q3 | $10.3M | Buy |
|
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|
2014
Q2 | $10.4M | Sell |
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|
2014
Q1 | $9.99M | Sell |
|
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|
2013
Q4 | $9.17M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $8.1M | Buy |
|