Apollon 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
Q3
$6.3M Sell
2025
Q2
$6.3M Sell
2025
Q1
$5.77M Buy
2024
Q4
$5.5M Buy
2024
Q3
$4.15M Sell
2024
Q2
$4.52M Buy
2024
Q1
$4.14M Buy
2023
Q4
$3.44M Buy
2023
Q3
$1.99M Sell
2023
Q2
$2.31M Buy
2023
Q1
$1.71M Buy
2022
Q4
$1.73M Sell
2022
Q3
$1.73M Buy
2022
Q2
$1.6M Sell
2022
Q1
$2.4M Sell
2021
Q4
$2.69M Buy
2021
Q3
$722K Buy
2021
Q2
$679K Sell
2021
Q1
$597K Sell
2020
Q4
$1.04M Buy
2020
Q3
$221K Buy
2020
Q2
$222K Buy