Angeles 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
$3.65M Buy
2025
Q1
$3.2M Buy
2024
Q4
$3.12M Buy
2024
Q3
$840K Sell
2024
Q2
$891K Buy
2024
Q1
$397K Buy
2023
Q4
$223K Buy
2022
Q4
Sell
2022
Q3
$201K Buy