Alliance Wealth Advisors (Pennsylvania)’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
Q4 | $997K | Buy |
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|
2025
Q3 | $881K | Sell |
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|
2025
Q2 | $890K | Buy |
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|
2025
Q1 | $766K | Buy |
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|
2024
Q4 | $734K | Sell |
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|
2024
Q3 | $593K | Buy |
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|
2024
Q2 | $611K | Sell |
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|
2024
Q1 | $646K | Buy |
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|
2023
Q4 | $547K | Sell |
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|
2023
Q3 | $458K | Buy |
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|
2023
Q2 | $476K | Buy |
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|
2023
Q1 | $416K | Buy |
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|
2022
Q4 | $446K | Sell |
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|
2022
Q3 | $457K | Sell |
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|
2022
Q2 | $472K | Sell |
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|
2022
Q1 | $592K | Buy |
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|
2021
Q4 | $491K | Sell |
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|
2021
Q3 | $481K | Sell |
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|
2021
Q2 | $500K | Buy |
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|
2021
Q1 | $419K | Buy |
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|
2020
Q4 | $275K | Buy |
|