Accel 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
Q4 | $210K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $56.2K | Sell |
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|
2022
Q4 | $66.2K | Buy |
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|
2022
Q3 | $64K | Sell |
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|
2022
Q2 | $62K | Buy |
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|
2022
Q1 | $64K | Buy |
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|
2021
Q4 | $63K | Buy |
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|
2021
Q3 | $49K | Sell |
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|
2021
Q2 | $61K | Buy |
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|
2021
Q1 | $52K | Sell |
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|
2020
Q4 | $44K | Buy |
|