9258 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $725K | Buy |
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|
2024
Q2 | $762K | Buy |
|
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|
2024
Q1 | $744K | Sell |
|
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|
2023
Q4 | $638K | Buy |
|
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|
2023
Q3 | $509K | Sell |
|
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|
2023
Q2 | $532K | Buy |
|
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|
2023
Q1 | $458K | Buy |
|
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|
2022
Q4 | $503K | Buy |
|
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|
2022
Q3 | $449K | Buy |
|
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|
2022
Q2 | $431K | Sell |
|
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|
2022
Q1 | $551K | Sell |
|
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|
2021
Q4 | $570K | Buy |
|
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|
2021
Q3 | $478K | Buy |
|
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|
2021
Q2 | $452K | Buy |
|
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|
2021
Q1 | $366K | Buy |
|
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|
2020
Q4 | $270K | Sell |
|
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|
2020
Q3 | $278K | Sell |
|
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|
2020
Q2 | $365K | Sell |
|
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|
2020
Q1 | $417K | Sell |
|
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|
2019
Q4 | $975K | Buy |
|
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|
2019
Q3 | $743K | Buy |
|
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|
2019
Q2 | $663K | Buy |
|
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|
2019
Q1 | $553K | Sell |
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|
2018
Q4 | $560K | Buy |
|