Annex Advisory Services’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
Q3 | $505K | Buy |
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|
2025
Q2 | $481K | Hold |
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|
2025
Q1 | $431K | Buy |
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|
2024
Q4 | $351K | Buy |
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|
2024
Q3 | $257K | Hold |
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|
2024
Q2 | $270K | Sell |
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|
2024
Q1 | $298K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $233K | Sell |
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|
2021
Q4 | $726K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $206K | Sell |
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|
2018
Q3 | $236K | Buy |
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|
2018
Q2 | $237K | Sell |
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|
2018
Q1 | $271K | Sell |
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|
2017
Q4 | $336K | Sell |
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|
2017
Q3 | $367K | Buy |
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|
2017
Q2 | $326K | Sell |
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|
2017
Q1 | $334K | Buy |
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|
2016
Q4 | $313K | Sell |
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|
2016
Q3 | $273K | Sell |
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|
2016
Q2 | $304K | Buy |
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|
2016
Q1 | $309K | Buy |
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|
2015
Q4 | $282K | Hold |
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|
2015
Q3 | $266K | Buy |
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|
2015
Q2 | $284K | Sell |
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|
2015
Q1 | $376K | Buy |
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|
2014
Q4 | $316K | Sell |
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|
2014
Q3 | $301K | Sell |
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|
2014
Q2 | $377K | Buy |
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|
2014
Q1 | $318K | Sell |
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|
2013
Q4 | $402K | Sell |
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|
2013
Q3 | $377K | Sell |
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|
2013
Q2 | $379K | Buy |
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