Woodward Diversified Capital’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 | $6.28M | Buy |
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|
2025
Q2 | $6M | Sell |
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|
2025
Q1 | $5.82M | Buy |
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|
2024
Q4 | $5.67M | Sell |
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|
2024
Q3 | $4.57M | Sell |
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|
2024
Q2 | $5.06M | Hold |
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|
2024
Q1 | $4.94M | Sell |
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|
2023
Q4 | $4.21M | Hold |
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|
2023
Q3 | $3.49M | Hold |
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|
2023
Q2 | $3.65M | Hold |
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|
2023
Q1 | $3.2M | Buy |
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|
2022
Q4 | $3.52M | Hold |
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|
2022
Q3 | $3.43M | Sell |
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|
2022
Q2 | $3.34M | Sell |
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|
2022
Q1 | $4.2M | Sell |
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|
2021
Q4 | $4.18M | Sell |
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|
2021
Q3 | $4.09M | Sell |
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|
2021
Q2 | $3.99M | Sell |
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|
2021
Q1 | $3.75M | Sell |
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|
2020
Q4 | $2.93M | Buy |
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