Aft Forsyth & Sober’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 | $4.1M | Buy |
|
|||||
|
2025
Q1 | $3.62M | Buy |
|
|||||
|
2024
Q4 | $3.51M | Hold |
|
|||||
|
2024
Q3 | $2.82M | Hold |
|
|||||
|
2024
Q2 | $2.97M | Hold |
|
|||||
|
2024
Q1 | $2.9M | Sell |
|
|||||
|
2023
Q4 | $2.54M | Hold |
|
|||||
|
2023
Q3 | $2.1M | Hold |
|
|||||
|
2023
Q2 | $2.2M | Buy |
|
|||||
|
2023
Q1 | $1.87M | Sell |
|
|||||
|
2022
Q4 | $2.13M | Hold |
|
|||||
|
2022
Q3 | $2.07M | Hold |
|
|||||
|
2022
Q2 | $2.02M | Hold |
|
|||||
|
2022
Q1 | $2.5M | Hold |
|
|||||
|
2021
Q4 | $2.47M | Hold |
|
|||||
|
2021
Q3 | $2.39M | Buy |
|
|||||
|
2021
Q2 | $2.31M | Hold |
|
|||||
|
2021
Q1 | $1.99M | Buy |
|
|||||
|
2020
Q4 | $507K | Buy |
|