AJ Wealth Strategies’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $555K | Buy |
|
|||||
|
2023
Q1 | $425K | Buy |
|
|||||
|
2022
Q4 | $468K | Buy |
|
|||||
|
2022
Q3 | $456K | Buy |
|
|||||
|
2022
Q2 | $443K | Buy |
|
|||||
|
2022
Q1 | $548K | Buy |
|
|||||
|
2021
Q4 | $542K | Buy |
|
|||||
|
2021
Q3 | $524K | Sell |
|
|||||
|
2021
Q2 | $516K | Buy |
|
|||||
|
2021
Q1 | $445K | Buy |
|
|||||
|
2020
Q4 | $343K | Buy |
|
|||||
|
2020
Q3 | $267K | Sell |
|
|||||
|
2020
Q2 | $388K | Buy |
|