WoodTrust Financial’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 | $414K | Sell |
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|
2025
Q1 | $442K | Sell |
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|
2024
Q4 | $445K | Buy |
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|
2024
Q3 | $339K | Buy |
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|
2024
Q2 | $294K | Hold |
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|
2024
Q1 | $287 | Buy |
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|
2023
Q4 | $241K | Hold |
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|
2023
Q3 | $200K | Hold |
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|
2023
Q2 | $209K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $202K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $218K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $208K | Sell |
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|
2018
Q2 | $2.96M | Sell |
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|
2018
Q1 | $4.24M | Buy |
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|
2017
Q4 | $4.85M | Buy |
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