Advisors Management 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
Q2 | $676K | Sell |
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|
2025
Q1 | $628K | Hold |
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|
2024
Q4 | $615K | Hold |
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|
2024
Q3 | $494K | Hold |
|
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|
2024
Q2 | $520K | Sell |
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|
2024
Q1 | $534K | Sell |
|
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|
2023
Q4 | $454K | Sell |
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|
2023
Q3 | $382K | Sell |
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|
2023
Q2 | $399K | Sell |
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|
2023
Q1 | $355K | Sell |
|
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|
2022
Q4 | $396K | Hold |
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|
2022
Q3 | $386K | Sell |
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|
2022
Q2 | $396K | Buy |
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|
2022
Q1 | $485K | Sell |
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|
2021
Q4 | $487K | Sell |
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|
2021
Q3 | $471K | Sell |
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|
2021
Q2 | $7.97M | Buy |
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|
2021
Q1 | $6.03M | Buy |
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