Abacus Planning Group’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 | $524K | Sell |
|
|||||
|
2025
Q2 | $509K | Buy |
|
|||||
|
2025
Q1 | $415K | Buy |
|
|||||
|
2024
Q4 | $356K | Buy |
|
|||||
|
2024
Q3 | $287K | Buy |
|
|||||
|
2024
Q2 | $263K | Buy |
|
|||||
|
2024
Q1 | $235K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $205K | Buy |
|
|||||
|
2021
Q4 | $203K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $413K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $230K | Buy |
|
|||||
|
2019
Q4 | $419K | Buy |
|
|||||
|
2019
Q3 | $391K | Buy |
|
|||||
|
2019
Q2 | $201K | Sell |
|
|||||
|
2019
Q1 | $219K | Buy |
|