Allegheny Financial 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 | $479K | Buy |
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|
2025
Q1 | $427K | Sell |
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|
2024
Q4 | $446K | Buy |
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|
2024
Q3 | $353K | Buy |
|
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|
2024
Q2 | $371K | Sell |
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|
2024
Q1 | $363K | Buy |
|
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|
2023
Q4 | $279K | Buy |
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|
2023
Q3 | $232K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $212K | Buy |
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|
2022
Q4 | $234K | Buy |
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|
2022
Q3 | $211K | Buy |
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|
2022
Q2 | $200K | Buy |
|