Abound 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 | $195K | Buy |
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|
2025
Q2 | $176K | Buy |
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|
2025
Q1 | $157K | Buy |
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|
2024
Q4 | $124K | Sell |
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|
2024
Q3 | $100K | Buy |
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|
2024
Q2 | $100K | Buy |
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|
2024
Q1 | $97.2K | Buy |
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|
2023
Q4 | $80.9K | Buy |
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|
2023
Q3 | $67.1K | Buy |
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|
2023
Q2 | $68.8K | Sell |
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|
2023
Q1 | $62.5K | Buy |
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|
2022
Q4 | $57.9K | Buy |
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|
2022
Q3 | $51.9K | Buy |
|