Apexium Financial’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 | $371K | Buy |
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|
2025
Q1 | $284K | Sell |
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|
2024
Q4 | $909K | Sell |
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|
2024
Q3 | $2.81M | Buy |
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|
2024
Q2 | $760K | Sell |
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|
2024
Q1 | $2.85M | Sell |
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|
2023
Q4 | $4.85M | Buy |
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|
2023
Q3 | $4.03M | Buy |
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|
2023
Q2 | $4.08M | Buy |
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|
2023
Q1 | $3.57M | Buy |
|
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|
2022
Q4 | $3.94M | Buy |
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|
2022
Q3 | $3.84M | Buy |
|