Activest 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
Q2 | $23.5K | Sell |
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|
2025
Q1 | $60.4K | Buy |
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|
2024
Q4 | $1.41K | Sell |
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|
2024
Q3 | $67.8K | Sell |
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|
2024
Q2 | $119K | Buy |
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|
2024
Q1 | $47.1K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $10.7K | Sell |
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|
2023
Q1 | $30.4K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $32K | Buy |
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|
2022
Q1 | $33K | Hold |
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|
2021
Q4 | $33K | Sell |
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|
2021
Q3 | $34K | Sell |
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|
2021
Q2 | $159K | Buy |
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|
2021
Q1 | $131K | Buy |
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