Advisory Alpha’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 | $725K | Buy |
|
|||||
|
2025
Q1 | $573K | Buy |
|
|||||
|
2024
Q4 | $441K | Buy |
|
|||||
|
2024
Q3 | $332K | Buy |
|
|||||
|
2024
Q2 | $326K | Buy |
|
|||||
|
2024
Q1 | $303K | Buy |
|
|||||
|
2023
Q4 | $253K | Sell |
|
|||||
|
2023
Q3 | $214K | Sell |
|
|||||
|
2023
Q2 | $236K | Sell |
|
|||||
|
2023
Q1 | $216K | Buy |
|
|||||
|
2022
Q4 | $230K | Buy |
|
|||||
|
2022
Q3 | $220K | Sell |
|
|||||
|
2022
Q2 | $238K | Buy |
|
|||||
|
2022
Q1 | $261K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $9K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $74.9K | Buy |
|
|||||
|
2019
Q4 | $119K | Sell |
|
|||||
|
2019
Q3 | $139K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $85.6K | Buy |
|