1900 Wealth 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 | $806K | Buy |
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|
2025
Q2 | $728K | Buy |
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|
2025
Q1 | $630K | Hold |
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|
2024
Q4 | $617K | Hold |
|
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|
2024
Q3 | $496K | Hold |
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|
2024
Q2 | $522K | Sell |
|
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|
2024
Q1 | $521K | Sell |
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|
2023
Q4 | $503K | Buy |
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|
2023
Q3 | $367K | Hold |
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|
2023
Q2 | $383K | Buy |
|
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|
2023
Q1 | $347K | Hold |
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|
2022
Q4 | $371K | Buy |
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|
2022
Q3 | $361K | Buy |
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|
2022
Q2 | $351K | Buy |
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|
2022
Q1 | $426K | Buy |
|
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|
2021
Q4 | $421K | Sell |
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|
2021
Q3 | $453K | Buy |
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|
2021
Q2 | $442K | Sell |
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|
2021
Q1 | $395 | Buy |
|