Alterna 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $871K | Buy |
|
|||||
|
2023
Q4 | $552K | Hold |
|
|||||
|
2023
Q3 | $458K | Sell |
|
|||||
|
2023
Q2 | $485K | Sell |
|
|||||
|
2023
Q1 | $449K | Sell |
|
|||||
|
2022
Q4 | $552K | Buy |
|
|||||
|
2022
Q3 | $536K | Sell |
|
|||||
|
2022
Q2 | $575K | Sell |
|
|||||
|
2022
Q1 | $735K | Buy |
|
|||||
|
2021
Q4 | $704K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $2.98M | Buy |
|