Allen Capital 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
Q3 | $700K | Buy |
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|
2025
Q2 | $643K | Sell |
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|
2025
Q1 | $605K | Buy |
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|
2024
Q4 | $566K | Buy |
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|
2024
Q3 | $410K | Buy |
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|
2024
Q2 | $368K | Buy |
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|
2024
Q1 | $352K | Buy |
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|
2023
Q4 | $261K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $218K | Hold |
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|
2022
Q2 | $212K | Buy |
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|
2022
Q1 | $238K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $270K | Buy |
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|
2019
Q3 | $236K | Hold |
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|
2019
Q2 | $232K | Sell |
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|
2019
Q1 | $256K | Hold |
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|
2018
Q4 | $265K | Buy |
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|
2018
Q3 | $215K | Buy |
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