AllSquare Wealth Management’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 | $48.1K | Hold |
|
|||||
|
2025
Q1 | $43.1K | Hold |
|
|||||
|
2024
Q4 | $42.1K | Hold |
|
|||||
|
2024
Q3 | $33.9K | Hold |
|
|||||
|
2024
Q2 | $35.6K | Hold |
|
|||||
|
2024
Q1 | $34.8K | Hold |
|
|||||
|
2023
Q4 | $29.5K | Hold |
|
|||||
|
2023
Q3 | $24.5K | Sell |
|
|||||
|
2023
Q2 | $24.8K | Hold |
|
|||||
|
2023
Q1 | $22.7K | Hold |
|
|||||
|
2022
Q4 | $25K | Hold |
|
|||||
|
2022
Q3 | $24K | Hold |
|
|||||
|
2022
Q2 | $24K | Hold |
|
|||||
|
2022
Q1 | $29K | Buy |
|
|||||
|
2021
Q4 | $29K | Hold |
|
|||||
|
2021
Q3 | $28K | Sell |
|
|||||
|
2021
Q2 | $82K | Buy |
|
|||||
|
2021
Q1 | $59K | Buy |
|
|||||
|
2020
Q4 | $18K | Sell |
|
|||||
|
2020
Q3 | $54K | Hold |
|
|||||
|
2020
Q2 | $59K | Buy |
|
|||||
|
2020
Q1 | $6K | Sell |
|
|||||
|
2019
Q4 | $31K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $11K | Hold |
|
|||||
|
2019
Q1 | $12K | Hold |
|
|||||
|
2018
Q4 | $11K | Sell |
|
|||||
|
2018
Q3 | $110K | Hold |
|
|||||
|
2018
Q2 | $116K | Sell |
|
|||||
|
2018
Q1 | $151K | Sell |
|
|||||
|
2017
Q4 | $251K | Hold |
|
|||||
|
2017
Q3 | $228K | Sell |
|
|||||
|
2017
Q2 | $257K | Sell |
|
|||||
|
2017
Q1 | $280K | Sell |
|
|||||
|
2016
Q4 | $402K | Buy |
|
|||||
|
2016
Q3 | $160K | Buy |
|
|||||
|
2016
Q2 | $76K | Sell |
|
|||||
|
2016
Q1 | $132K | Buy |
|
|||||
|
2015
Q4 | $126K | Sell |
|
|||||
|
2015
Q3 | $120K | Sell |
|
|||||
|
2015
Q2 | $135K | Hold |
|
|||||
|
2015
Q1 | $131K | Buy |
|
|||||
|
2014
Q4 | $130K | Buy |
|