Ameliora 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 | $344K | Hold |
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|
2025
Q1 | $308K | Sell |
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|
2024
Q4 | $351K | Hold |
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|
2024
Q3 | $282K | Hold |
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|
2024
Q2 | $297K | Hold |
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|
2024
Q1 | $290K | Buy |
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|
2023
Q4 | $98.4K | Hold |
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|
2023
Q3 | $81.7K | Hold |
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|
2023
Q2 | $85.4K | Sell |
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|
2023
Q1 | $86K | Buy |
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|
2022
Q4 | $82.6K | Hold |
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|
2022
Q3 | $81K | Buy |
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